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Over 602 reviews for
Weston Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Financial Advising reviews in Weston

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

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!

Accelerated Benefits

5880 Venture Drive

Aclaro Risk Management

15 Main ST
Hopkinton

AGNITTI INSURANCE INC

21 FRANKLIN ST
Quincy

Allegiant Group Inc

189 W Clarkston Rd

Ameriprise Financial

124 Main Street
Charlestown

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

Bay Colony Advisors

91 Main Street Suite 308
Concord

Beacon Wealth Advisors, LLC

1330 Beacon Street
Brookline

Belliveau Financial

* Violet Circle

BetaFrontier, LLC

858 North Franklin St

BG Financial Planning

382 Lowell St Ste 204A
Wakefield

Billshark

165 Main st
Medway

Boston Legal Solutions

398 Pleasant St.
Malden

BostonPremier Wealth, LLC

859 Willard Str
Quincy

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 Financial Planning

72 Pine Hill Rd.
Dedham

CCR WEALTH MANAGEMENT

1400 Computer Drive
Westborough

CERES FINANCIAL GROUP

909 Washington St
Stoughton

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

Cosmopolitan Personal Assisting

309 Morton Street
Stoughton

COSTELLO TAX ASSOC

278 HIGHLAND AVE
Somerville

DENA LEBOWITZ EA MST

4 KITTREDGE CT
Roslindale

DYER & ASSOC

133 Arlington St. Unit B
Acton

Eddy Company, LLC

100 Cummings Ctr
Beverly

Edward Jones Investments

2 Lowell St
Wilmington

EZ Tax and Accounting Services, Inc

415 Mt Auburn St
Watertown

F.A.T. Freedom

4/41 Meinzinger Ave.

FINER & FINER

12 LORI LN
Randolph

Flagship Harbor Advisors

145 South Main st

Fnhis

134 Russell Rd
Newton

Freyman CPA, P.C.

57 Washington Ave

G&R Tax & Financial Services, Inc.

20 Speen St.
Framingham

Gerry McCarthy - Mortgage Master

102 Elm Street
Walpole

Gilbert Consulting Enterprise, Inc

635 W Lowell Avenue
Haverhill

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

Heney & Associates LLC

86 Dodge Street
Beverly

iBank

3090F Pullman St

Ingram Landscaping

246 River Rd.

JEFFREY N TOMANENG

139 WOOD RD
Braintree

JMH CAPITAL MANAGEMENT

1 COLONIAL WAY
Weston

JP Bookkeeping Services, LLC

PO Box 960277
Boston

JPB Financial

65 Erik St

Kathleen Winston CPA

withheld
Sudbury

Katz Financial Services

3 Country Club Lane
Upton

Keene Advisors

275 Grove St #2-400
Newton

KPM Film

10 Forbes Road
Braintree

LAMB INSURANCE

1194 WASHINGTON ST
East Weymouth

LeaseQ

100-D Tower Office Park
Woburn

Lendinero

848 Brickell Ave 603

Leonard J Annaloro E. A.

236 Pleasant St
Methuen

Life Situations

303 Wyman Street Suite 300
Waltham

Lockebridge

12 Waltham Street
Lexington

Lost Angels International, Inc.

1170 Peachtree Street NE

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 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

MyCollegePlanner

53 Bottomley ave
Cherry Valley

New York Life

56 Stillwater Dr

NJ credit repair services

407 new state highway

noble Debt Consolidation

757 Massachusetts Avenue

North Shore Ear Nose & Throat

104 Endicott St
Danvers

O'Hare Associates CPA

One International Pl Suite 1400
Boston

Oppenheimer & Co - Karelitz Group

1601 Trapelo Road, Suite 176
Waltham

Orion Wealth Advisors

74 Bedford St.
Lexington

Peace of Money

5 Appleton Street
Watertown

R D Randall CPA

20 Vernon St
Norwood

Regency Financial Group, LLC

10 Tower Office Park, Suite 600
Woburn

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

Samantha Scott, Financial Advisor

550 Cochituate Rd
Framingham

Schwartz Financial Services, Inc.

3 Baldwin Grenn Cmn #209
Woburn

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

Taxpayers of America Association

71 Commercial Street
Boston

The Lowell IRS Tax Solution Group

91 Dutton Street
Lowell

ThriveHive

222 Third Street
Cambridge

Tiedemann & Associates Investment Advisors Inc

55 Presidential Drive
Southborough

Timbuktu Capital Management, LLC

800 Boyston St, 16th Floor
Boston

TimePayment

16 New England Executive Park
Burlington

Total Financial Freedom LLC

444 Washington Street
Woburn

Tyler Lynch PC

186 Alewife Brook Pkwy
Cambridge

United Gold Direct

2945 Townsgate Road

VNMutual Solutions Inc

1 Lincoln Centre

Wake Up Now

37 Leston Street
Boston

Warneck Law Offices

3 Summer St.
Hingham

Wealthy Choices (R) LLC

130 Turner St, Bldg 3, Ste 230
Waltham

Whitney & Gore Financial Services

615 Concord St
Framingham

Yellin & Hyman, P.C.

693 East Central Street
Franklin

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