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Financial Planners to Avoid

113

Top Rated Financial Planners

15

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Over 488 reviews for
Weston Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

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Financial Advising reviews in Weston

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Weston Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Weston Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Weston Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Weston Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Weston Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
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

Rating
Weston Financial Planners Provider Name Locked
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.
Weston Financial Planners Provider Name Locked
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
Weston Financial Planners Provider Name Locked
to others.
- Ellen C.
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.

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.

24 Union 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 St
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

18 Shipyard Drive
Hingham

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

MARCHAND FINANCIAL SVC INC

122 Green St. -2R
Worcester

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

QuoteHero

5115 Douglas Fir Rd

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

supreme Debt Consolidation

1888 Appleton Street

The Lowell IRS Tax Solution Group

91 Dutton Street
Lowell

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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