Financial Advising near Wakefield, MA

13 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”

5 Superb14 Reviews

“I am truly glad i have found John Angiolillo & Associates. I want to take a moment to sincerely thank him for the excellent work and given me guidance in making a smart decision on filing our business and personal taxes. His attention to detail, expertise, knowledge and professionalism made the entire process smooth and stress-free. I truly appreciate his dedication and hard work.
Thank you again for your outstanding service and I look forward to continuing your service in the future!
Highly Recommended! ? ? ? ? ?”

5 Superb28 Reviews

“I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking.

JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning.

If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.”

5 Superb21 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 Superb28 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”

4.6 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.”

3.9 Good137 Reviews

“I've been here for 3 generations now and this place is the easiest to get what I need done. The people are fast and quick to help and never feel pressured.”

4.1 Good33 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.”

3.7 Good25 Reviews

“Maria Vasquez was excellent. Very professional and very pleasant. She help me and my boyfriend open a savings account for his daughter. She answered all our questions. We always have excellent service at Metro Credit Union.”

3.8 Good30 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”

3.4 Good14 Reviews

“Here's a shout out to Michelle Borba. We signed up for membership/opened new acct last week. She provided exceptional customer service offering all we needed to know. She genuinely cared and went above and beyond to be sure we were well informed. Michelle is highly recommended and we feel that she's a very valuable asset to USAlliance. We have no doubt that anyone that has the pleasure of meeting with her will have the same experience.”

2.7 Average33 Reviews

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