Weston Financial Planners

in Weston, MA

126
Financial Planners are
in Weston

12
Financial Planners in Weston
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Weston Financial Advising Articles

Financial Advising reviews in Weston

A

Rating
I have worked with
Weston Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Weston Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Weston Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Weston Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Weston Financial Planners Provider Name Locked
,
Weston Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Weston Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Weston Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Weston Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Weston Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Weston Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Weston Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Weston Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Weston Financial Planners Provider Name Locked
notified me that since
Weston Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Weston Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Weston Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Weston Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Weston Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Weston Financial Planners Provider Name Locked
. (
Weston Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Weston Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Weston Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Weston Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

All Financial Planners in Weston, MA

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

Aclaro Risk Management

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AGNITTI INSURANCE INC

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Allegiant Group Inc

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Allsup Inc

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Ameriprise Financial

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AMG Legacy Planning

10100 W Sample Rd

Auerr, Zajac & Associates LLP

29 Dean Ave
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Axiom Advisors LLC

3 Bedford Farms Dr

Baker, Braverman & Barbadoro P.C

300 Crown Colony Dr.
Quincy

Bartley Financial Advisors

169 So. River Road

BetaFrontier, LLC

156 W Superior St Apt 401

BG Financial Planning

382 Lowell St Ste 204A
Wakefield

Boost Credit 101

3773 E Cherry Creek N Dr

Boston Legal Solutions

398 Pleasant St.
Malden

Bristol County Savings Bank

130 Pleasant St
Norton

Butler Benefit Group, LLC.

195 Washington St
North Easton

Campus Bound

190 Old Derby St Ste 201
Hingham

Cardinal Financial Planning

72 Pine Hill Rd.
Dedham

CCR WEALTH MANAGEMENT

1400 Computer Drive
Westborough

CERES FINANCIAL GROUP

909 Washington St
Stoughton

Commonwealth Planning Group

101 Federal St. Suite 800
Boston

Contempo Financial Solutions

300 Vrickstone
Andover

Coromandel Wealth Management

15 Muzzey Street
Lexington

CORPORATE MUTUAL

101 FEDERAL STREET
Boston

Cosmopolitan Personal Assisting

309 Morton Street
Stoughton

COSTELLO TAX ASSOC

278 HIGHLAND AVE
Somerville

DAVID P MILLER CPA

84 LEWIS ST
Lynn

David Y Rhee & Co.

20 Main St
Natick

Davis Tax & Financial

99 Abington Rd
Danvers

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DENA LEBOWITZ EA MST

4 KITTREDGE CT
Roslindale

DYER & ASSOC

133 Arlington St. Unit B
Acton

Elm Tree Capital LLC

25 Braintree Hill Office Park
Braintree

FINER & FINER

12 LORI LN
Randolph

Freyman CPA, P.C.

40 Exchange Place

G&R Tax & Financial Services, Inc.

20 Speen St.
Framingham

Gerry McCarthy - Mortgage Master

102 Elm Street
Walpole

Gillins Consulting

859 Willard Street

good days Debt Consolidation

115 Highland Street

Guinan & Associates, CPA

6 Talbot Drive
Norton

Hamilton Wealth Advisors

225 Cedar Hill St
Marlborough

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Heney & Associates LLC

86 Dodge Street
Beverly

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

JEFFREY N TOMANENG

139 WOOD RD
Braintree

JMH CAPITAL MANAGEMENT

1 COLONIAL WAY
Weston

JPB Financial

65 Erik St

Kahn, Litwin, Renza & Co., Ltd.

951 North Main Street

Kathleen Winston CPA

withheld
Sudbury

LAMB INSURANCE

1194 WASHINGTON ST
East Weymouth

LeaseQ

100-D Tower Office Park
Woburn

Lockebridge

12 Waltham Street
Lexington

LOUPE CONSULTING

2001 BEACON ST
Brighton

Lowell, Blake & Associates

141 Tremont Street
Boston

M V Berardi & Associates

1420 Boston Providence Turnpike
Norwood

Macro

13311 Inwood Drive
Woburn

Marchand & Co CPA's PC

2003 Southern Blvd SE

Mass Mortgage Loan

101 MAPLE SPRINGS RD
Wareham

MBA Mortgage Co.

140 Wood Rd.
Braintree

Merchant Consulting Group

201 Washington St., Suite 214
Salem

MetroWest Insurance Group, LLC

90 Central Street
Holliston

MIGUEL VIDAL CPA, P.C.

35 MAIN ST
Wayland

MONUMENT MORTGAGE CO

91 Hartwell Ave Ste 13
Lexington

Murray Law Offices

One Union Ave
Sudbury

MVP College Funding

1600 Osgood St
North Andover

NJ credit repair services

407 new state highway

noble Debt Consolidation

757 Massachusetts Avenue

Orion Wealth Advisors

74 Bedford St.
Lexington

Peace of Money

5 Appleton Street
Watertown

R D Randall CPA

20 Vernon St
Norwood

Riley Appraisals

706 saw mill brook parkway
Newton Center

ROBERT J MCNEILL CPA

40 SALEM ST
Lynnfield

Robinsons Consulting

3 chester park

Ryan Financial Strategies

1 Batterymarch Park, Suite 308
Quincy

S P Johnson Group

293 Mulberry St

Schwartz Financial Services, Inc.

3 Baldwin Grenn Cmn #209
Woburn

Sensible Financial

203 Crescent St
Waltham

Small Business Accounting Services

1340 Centre St
Newton Center

Sovereign Bank

25 Center Str
Weston

Sullivan Insurance & Financial Inc

487 Groveland Street
Haverhill

supreme Debt Consolidation

1888 Appleton Street

Timbuktu Capital Management, LLC

800 Boyston St, 16th Floor
Boston

Total Financial Freedom LLC

444 Washington Street
Woburn

Tyler Lynch PC

186 Alewife Brook Pkwy
Cambridge

United Gold Direct

2945 Townsgate Road

Wealthy Choices (R) LLC

130 Turner St, Bldg 3, Ste 230
Waltham

Whitney & Gore Financial Services

615 Concord St
Framingham
Weston Zip Codes

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