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114

Top Rated Financial Planners

14

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Over 472 reviews for
Weston Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Financial Advising reviews in Weston

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Weston Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Weston Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Weston Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Weston Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Weston Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Weston Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Weston Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Weston Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Weston Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Weston Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Weston Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Weston Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Weston Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Weston Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Weston Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Weston Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Weston Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Weston Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Weston Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

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

15 Main ST
Hopkinton

AGNITTI INSURANCE INC

21 FRANKLIN ST
Quincy

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

Ameriprise Financial

124 Main Street
Charlestown

AMG Legacy Planning

10100 W Sample Rd

Auerr, Zajac & Associates LLP

29 Dean Ave
Franklin

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

PortfolioFix, LLC

100 Cummings Ctr
Beverly

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

2025 Delaware Ave

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

Tiedemann & Associates Investment Advisors Inc

55 Presidential Drive
Southborough

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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