Financial Advising near Saugus, MA

17 locations found near Saugus

“The team at Angiolillo & Associates CPAs LLP do an exceptional job. I have been going to them for 6 years. John is extremely knowledgeable, thorough, responsive, and makes the tax process much easier to navigate every year. I appreciate his professionalism, attention to detail, and the confidence he gives me that everything is being handled correctly. I highly recommend Angiolillo & Associates CPAs LLP to anyone looking for a consistent, reliable and highly professional CPA. This team gets the job done and gets it done right. Thank you, John and team!!”

5 Superb36 Reviews

“Thanks so much for helping me through all the years. I always have great experience with Kristen and her team. Having her help on taxes helping my life so much easier and relief the stress.”

4.5 Superb27 Reviews

“JB has been great to work with giving us confidence in our investments and educating us along the way. He is an accurate and thoughtful communicator explaining the portfolio pluses and minuses every time we make adjustments.”

5 Superb31 Reviews

“I've had my taxes done here for over a decade. They've always been courteous, helpful, and insightful in figuring out ways to maximize my return. I would recommend them to anyone”

4.8 Superb19 Reviews

“I love the savings bank it has 2 locations in Wakefield one on Main Street in the center of town the other on North ave this 1 has a drive-through I prefer the drive-through it is always a very easy transaction The customer service is also amazing oh amazing as well I called you call the location on North ave because I habecause I had unauthorized authorized debits That needed to be recredited to my account everything was was set up for me and All I had to do was sign a piece of paper and the money was put back into my account I am very happy with this bank”

5 Superb15 Reviews

“Kevin Rodriguez should be commended for going above and beyond helping me and my wife out today with a serious breach of my checking account. He explained the process and lead us step by step in rectifying the problem and his suggestions of new accounts was perfect and we followed suit and opened up two new accounts. He should be recognized by the Metro leadership team for exemplary customer service. Thank You Kevin!!! Longtime union member for over 40 years!!!”

4 Good47 Reviews

“The staff here are very knowledgeable super friendly! I would choose this bank especially at this location over any other banks! Thank you Adiene and all the staff members here for always making my visits feel welcome everytime I stop by.”

4 Good47 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 Good20 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

“Since coming to you from a bank , for the life of me I’m trying to figure out out why I don’t do this years ago . The Customer service is above par, no added or additional fees . Numerous locations around Boston . What can I say EXCEPT I’m HOME…..”

3.9 Good33 Reviews

“Everyone at the Chelsea (main) branch of MCU are incredible friendly, communicative, and informative with all things banking. Specifically Mav, Jacqueline, Alejandra, Polina, and Kevin: they helped through the very tedious process we required of them, and made things simple as possible for us. My family has been banking with Metro for nearly 100 years (true story!), and they've always there when we needed with expert financial advise, exceptional friendliness and care, and though I live far away from any branches I will continue to do business with Metro Credit Union. Hopefully for another 100 years, at least!”

3.3 Good167 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!”

4 Good21 Reviews

“I Very Rarely go into the Boston Branch of Metro Credit Union, but I wanted to make a cash deposit so I walked in. The customer service and the welcoming is everything! That’s why I stay with Metro Credit Union!”

2.9 Average85 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.”

2.3 Poor11 Reviews

“On 3/13/2026, I called & talked to ⭐️⭐️⭐️Madison⭐️⭐️⭐️over the phone at 12:17 PM central time, because I had a challenging issue that, for months, no one seemed to know what to do. Madison was patient, empathetic, and kind. Not only her volume was perfect throughout the call (I'm mentioning this because the call volume/clarity was an issue in the past with others), she used common sense, maneuvered uncertainty, and guided me perfectly. Although we stayed on the phone for 45 mins, because she was investigating and sorting things out for me, I didn't feel frustrated one bit. In the end, she was able to resolve the issue that no one else could. I appreciate her greatly. Thank you so much, Madison! Fidelity is very lucky to have you!?????”

2 Poor49 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