Weston Financial Planners

in Weston, MA

125
Financial Planners are
in Weston

11
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.
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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!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

AAA Southern New England - Burlington Branch

34 Cambridge St, Ste 140
Burlington, MA

AAA Southern New England - North Andover District

49 ORCHARD HILL RD
North Andover, MA

AAA Southern New England - Plymouth Branch

29 HOME DEPOT DR
Plymouth, MA

AAA Southern New England - Raynham Branch

350 New State Hwy Ste 3
Raynham, MA

AAA Southern New England - South Attleboro Branch

405 Washington St
South Attleboro, MA

AAA Southern New England - Westwood Branch

335 Providence Hwy
Westwood, MA

Abney & Holloway Management Resources

309 East Morehead Street
Charlotte, NC

Aclaro Risk Management

15 Main ST
Hopkinton, MA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

Ameriprise Financial

124 Main Street
Charlestown, MA

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

AssetGrade, LLC

Boston, MA

Auerr, Zajac & Associates LLP

29 Dean Ave
Franklin, MA

Axiom Advisors LLC

3 Bedford Farms Dr
Bedford, NH

Baker, Braverman & Barbadoro P.C

300 Crown Colony Dr.
Quincy, MA

Bartley Financial Advisors

169 So. River Road
Bedford, NH

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

BG Financial Planning

382 Lowell St Ste 204A
Wakefield, MA

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Boston Legal Solutions

398 Pleasant St.
Malden, MA

Brave Debt Consolidation

155 Appleton St
Arlington, Ma

Bristol County Savings Bank

130 Pleasant St
Norton, MA

Butler Benefit Group, LLC.

195 Washington St
North Easton, MA

Campus Bound

190 Old Derby St Ste 201
Hingham, MA

Cardinal Financial Planning

72 Pine Hill Rd.
Dedham, MA

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

CCR WEALTH MANAGEMENT

1400 Computer Drive
Westborough, MA

CERES FINANCIAL GROUP

909 Washington St
Stoughton, MA

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

Commonwealth Planning Group

101 Federal St. Suite 800
Boston, MA

Contempo Financial Solutions

300 Vrickstone
Andover, MA

Coromandel Wealth Management

15 Muzzey Street
Lexington, MA

CORPORATE MUTUAL

101 FEDERAL STREET
Boston, MA

Cosmopolitan Personal Assisting

309 Morton Street
Stoughton, MA

COSTELLO TAX ASSOC

278 HIGHLAND AVE
Somerville, MA

Credit Repair Boston

40 Court St
Boston, Ma

David J. Prothero CPA, P.C.

859 Massachusetts Ave
Cambridge, MA

DAVID P MILLER CPA

84 LEWIS ST
Lynn, MA

David Y Rhee & Co.

20 Main St
Natick, MA

Davis Tax & Financial

99 Abington Rd
Danvers, MA

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

DENA LEBOWITZ EA MST

4 KITTREDGE CT
Roslindale, MA

DYER & ASSOC

133 Arlington St. Unit B
Acton, MA

Elm Tree Capital LLC

25 Braintree Hill Office Park
Braintree, MA

FINER & FINER

12 LORI LN
Randolph, MA

Freyman CPA, P.C.

40 Exchange Place
New York, NY

G&R Tax & Financial Services, Inc.

20 Speen St.
Framingham, MA

Gerry McCarthy - Mortgage Master

102 Elm Street
Walpole, MA

Gillins Consulting

859 Willard Street
Quincy, Ma

good days Debt Consolidation

115 Highland Street
Worcester, Ma

Guinan & Associates, CPA

6 Talbot Drive
Norton, MA

Hamilton Wealth Advisors

225 Cedar Hill St
Marlborough, MA

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Heney & Associates LLC

86 Dodge Street
Beverly, MA

iBank

3090F Pullman St
Costa Mesa, CA

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

Jay DeVincentis Financial Planner

1 Sandy Lane
Franklin, MA

Jeffrey Dennis - Financial Services Professional

NYLIFE Securities LLC.
Andover, MA

JEFFREY N TOMANENG

139 WOOD RD
Braintree, MA

JMH CAPITAL MANAGEMENT

1 COLONIAL WAY
Weston, MA

JP Bookkeeping Services, LLC

150 Rumford Avenue
Mansfield, MA

JPB Financial

65 Erik St
Merrimack, NH

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kahn, Litwin, Renza & Co., Ltd.

951 North Main Street
Providence, RI

Kathleen Winston CPA

withheld
Sudbury, MA

LAMB INSURANCE

1194 WASHINGTON ST
East Weymouth, MA

LeaseQ

100-D Tower Office Park
Woburn, MA

Lockebridge

12 Waltham Street
Lexington, MA

LOUPE CONSULTING

2001 BEACON ST
Brighton, MA

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

M V Berardi & Associates

1420 Boston Providence Turnpike
Norwood, MA

Macro

13311 Inwood Drive
Woburn, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Mass Mortgage Loan

101 MAPLE SPRINGS RD
Wareham, MA

MBA Mortgage Co.

140 Wood Rd.
Braintree, MA

Merchant Consulting Group

201 Washington St., Suite 214
Salem, MA

MetroWest Insurance Group, LLC

90 Central Street
Holliston, MA

MIGUEL VIDAL CPA, P.C.

35 MAIN ST
Wayland, MA

MONUMENT MORTGAGE CO

91 Hartwell Ave Ste 13
Lexington, MA

Murray Law Offices

One Union Ave
Sudbury, MA

MVP College Funding

1600 Osgood St
North Andover, MA

NJ credit repair services

407 new state highway
Raynham, ma

noble Debt Consolidation

757 Massachusetts Avenue
Cambridge, Ma

Orion Wealth Advisors

74 Bedford St.
Lexington, MA

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Peace of Money

5 Appleton Street
Watertown, MA

Pelham Grant Association

8345 NW 66 St.
Miami, FL

R D Randall CPA

20 Vernon St
Norwood, MA

Riley Appraisals

706 saw mill brook parkway
Newton Center, MA

Robinsons Consulting

3 chester park
Boston, ma

Ryan Financial Strategies

1 Batterymarch Park, Suite 308
Quincy, MA

S P Johnson Group

293 Mulberry St
Buffalo, NY

Schwartz Financial Services, Inc.

3 Baldwin Grenn Cmn #209
Woburn, MA

Sensible Financial

203 Crescent St
Waltham, MA

Small Business Accounting Services

1340 Centre St
Newton Center, MA

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

Sovereign Bank

25 Center Str
Weston, MA

Sullivan Insurance & Financial Inc

487 Groveland Street
Haverhill, MA

supreme Debt Consolidation

1888 Appleton Street
Lowell, Ma

Swanson, Eshelman & Gamage LLC

6 Ryans Mdws
Gorham, ME

The Lowell IRS Tax Solution Group

91 Dutton Street
Lowell, MA

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Manchester Back Tax Lawyer

22 Concord Street
Manchester, NH

Tiedemann & Associates Investment Advisors Inc

55 Presidential Drive
Southborough, MA

Timbuktu Capital Management, LLC

800 Boyston St, 16th Floor
Boston, MA

Total Financial Freedom LLC

444 Washington Street
Woburn, MA

Tyler Lynch PC

186 Alewife Brook Pkwy
Cambridge, MA

United Gold Direct

2945 Townsgate Road
Westlake Village, CA

Wealthy Choices (R) LLC

130 Turner St, Bldg 3, Ste 230
Waltham, MA

Whitney & Gore Financial Services

615 Concord St
Framingham, MA
Weston Zip Codes

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