Financial Advising near Roslindale, MA

17 locations found near Roslindale

“I have worked with Balanced Rock for years and have always found them to be responsive to my changing financial needs, and supportive of my investment goals. It's been a pleasure to work with Dan Flannery and his entire team!!”

5 Superb33 Reviews

“Jeremy is excellent. The year before I met him, my taxes were done by a former H+R Block employee and a mistake was made! Jeremy found it and corrected my return. He is a wonderful communicator and so efficient. Most of all, he's a really nice guy and a pleasure to work with!”

5 Superb30 Reviews

“I’ve been working with JB for several years now, and I couldn’t be more grateful for the guidance and support I’ve received. From the beginning, he took the time to understand my financial goals and created a clear, realistic plan to help me reach them. Over the years, he has helped me stay on track, make smart decisions, and feel confident about my financial future.

His professionalism, honesty, and consistent communication makes him stand out. I always feel like my best interests come first, and any questions or concerns I have are answered thoughtfully and quickly.

Thanks to his expertise, I’m closer than ever to achieving my long-term goals. I highly recommend JB to anyone looking for a knowledgeable and trustworthy financial advisor.”

5 Superb29 Reviews

“Sam and his entire team are great people. Their office is warm and comfortable, as are their personalities. I've not known a more proficient group of people in this entire financial industry, anywhere. I'd give them six stars but Google won't let me.”

5 Superb13 Reviews

“Tunc has been a superb advisor and support as I tried to navigate the US tax system as a 'resident alien'(!) over the past couple of years. He provided helpful and timely information, has been extremely responsive to queries (including long after the initial consultation), and above all has given me reassurance and peace of mind throughout the whole process, patiently explaining aspects of the filing system that I found incredibly hard to follow and get right. I am very grateful for his services, and would highly recommend Tunc to others”

4.2 Good19 Reviews

“Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!”

5 Superb7 Reviews

“I entrust my heart not just my personal business, because this agency is almost like family. I appreciate my experience with them. I will continue as long as I am here on earth. They have also increased my comfort level and knowing that everything is gonna be done right and on time”

4.5 Superb15 Reviews

“This has been my bank for years. Proud member. Excellent customer service great benefits and very helpful when I have questions & in doubt. Big thanks to Wafaa the branch manager for always taking care of my banking needs & the rest of the staff.”

3.2 Average144 Reviews

“I been with this bank more the 18 yrs now really don't have any complaints they are exceptional as far is customer service goes you just gotta know the rights people s to talk too”

3.1 Average36 Reviews

“Two weeks ago, my checking account was compromised, and I had to take a trip from Springfield to the nearest branch in Framingham. There, I met Mr. Cyr and Nana. Mr. Cyr was incredibly helpful, friendly, and kind throughout the process. I realized that I’ve been banking with Metro for nearly 20 years, and I wouldn’t change a thing! I truly appreciate all the assistance you provided in restoring my account. A big thanks to the fraud department as well, where it all began. Thank you!”

3.4 Good18 Reviews

“This location has always been really great with customers but I had the best experience with Aly Keita. If you stop by or plan to stop by this location I highly recommend that you request him. He was able to help me with everything in regards to my account (credit card, checking account and savings)which no one else at any other Bank of America branch could help me with. I visited several locations in New York and Boston but it wasn't till I was helped by him that I was able to fix my entire account. He is really well trained and definitely an expert. (Don't waste your time at other locations I would say if you can just go directly to him to not deal with the hassle or attitudes at other branches)”

3.7 Good8 Reviews

“I went there to start an estate case as my father just passed and he has multiple accounts with them. Rodney could not have been more compassionate and sweet. He really cared and took the extra time to make sure I had everything I needed. I see so many cranky reviews and I assume only the angry take the time to complain so he deserves a shout out.”

2.9 Average20 Reviews

“The Branch Manager was very patient, helpful, professionally courteous and very generous with her time. Her ability to be calm and professional is something that I truly admire and it should be an inspiration for others. I feel like I have a family at Mass Ave. Branch ??”

2.4 Poor77 Reviews

“Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts. They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.”

2 Poor11 Reviews

“The employees here are The Good Samaritan amazing people. I had fallen after spraining my ankle at the crosswalk. They took me in & let me rested in the lobby and got me ice for my ankle and water & offered to help me get to work. Great work, thank you!!”

1.9 Poor23 Reviews

“Ease of Use and Outstanding Financial Advisor! Fidelity’s mobile app and website are easy to navigate. Overview page is convenient when assessing my portfolio’s performance. Financial Advisor Trent Norman and his team are knowledgeable, thorough and ask questions to help me define my goals and achieve them. Thank you Fidelity!”

1.8 Poor42 Reviews