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Over 583 reviews for
Weston Financial Advisors from people just like you.

N
"
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended"
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.

-Edward S.

A
"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
.
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
!

-Vincent G.

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Financial Advising reviews in Weston

A

Rating
Weston Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Weston Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Weston Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Weston Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Weston Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Weston Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Weston Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Weston Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Weston Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Weston Financial Advisors Provider Name Locked
, I was told that
Weston Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Weston Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Weston Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Weston Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Weston Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Weston Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Weston Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Weston Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Weston Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Weston Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Weston Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Weston Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Weston Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Weston Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Weston Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Weston Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.
A

Rating
Weston Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.
A

Rating
I had a very productive phone conversation with
Weston Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Weston Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

Financial Advisors 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

858 North Franklin St

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

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

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 Advisors

117 Edinburgh South Drive Suite 280

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

Concord Wealth Management

230 Third Ave 6th floor
Waltham

Contempo Financial Solutions

300 Vrickstone
Andover

Coromandel Wealth Management

15 Muzzey St
Lexington

CORPORATE MUTUAL

101 FEDERAL STREET
Boston

David J Prothero CPA PC

859 Massachusetts Ave
Cambridge

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 Dr
Hingham

FINER & FINER

12 LORI LN
Randolph

Flagship Harbor Advisors

145 South Main st

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

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

O'Hare Associates CPA

One International Pl Suite 1400
Boston

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

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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