Financial Advising near Wakefield, MA

19 locations found near Wakefield

“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”

4.8 Superb19 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 Superb44 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 Superb38 Reviews

“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

“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”

4.7 Superb25 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!!!”

3.8 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.”

3.8 Good47 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.”

3.8 Good42 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”

3.8 Good20 Reviews

“I had a call with Quentara and even though we didn’t end up working together right now, I walked away with so much clarity. She asked insightful questions, offered valuable guidance, and genuinely cared about helping me understand my financial picture. I really appreciated her approach - no pressure, just honest support and practical information. If you’re looking for someone who’s knowledgeable and truly listens, she’s definitely worth connecting with!”

5 Superb5 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…..”

3.2 Average33 Reviews

“I don’t give praise lightly, but I unreservedly recommend Archer Bay and Terri Campbell as an investment advisor.Her training and background gives her a broad understanding of the geopolitical and economic issues that impact the markets. Terri brings big fund management skills to our portfolio.She is a serious data-hound with a passion for tracking relevant historical and current financial data.Terri understands the psychology of her clients, and that of the markets at large.Just as important is her clarity in explaining her deep understandings in a way that matches every sensibility.In planning ahead I have heard her say “…when a downturn comes, here’s what we should do… and here’s how that’s going to feel..”, preparing us not only for the action, but the emotion that will come with it. She has been spot-on every time.In response to a concern from the news cycle she will say something like: “I understand the concern, but let’s look at what happened in Japan in 1995 and here is why that’s relevant”. Giving us some basis in history for the situation at hand.As an engineer and CEO, I needed a spreadsheet model for retirement and developed one. When we first engaged with Archer Bay, Terri took the time to understand my spreadsheet and to tell me how I could make it more accurate rather than dismiss it and run her own models as other advisors have done.My wife's emotional relationship to investing demands a different approach, with acknowledgment and reassurance. Terri has a great skill here too. We have told other investment advisors that we would rather be getting a root-canal than reviewing our portfolio. Now, we look forward to our reviews with Terri.Finally, the value of our investments has grown more in the two years since engaging Archer Bay than it had in the prior decade. Without hidden fees and kickbacks that most advisors get from investment “products”, Archer Bay’s costs are clear and most reasonable.If you have the opportunity to work with Archer Bay, do so.Scott C. LewisChairman, CEO Roundtable”

5 Superb3 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!”

3.1 Average21 Reviews

“I’ve been using Mr. Crowley as my advisor for over 10 years. I always value his judgement and expertise on the risk and reward for all decisions. He’s a trusted advisor and I’d recommend him to any seeking advice.”

4 Good4 Reviews

“With helpful guidance from Jason Bertsch, my superb TIAA financial advisor at the Cambridge office, I have been able to put together a retirement plan that feels as sound and secure as I could ask for during these fraught times. Especially if you are younger and reading this, the time to start building your nest egg is now, even if what you can afford to save & invest seems like a pittance. TIAA is a terrific base for doing so.”

3 Average4 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!”

2.6 Average177 Reviews

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