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Finance Advising reviews in Malden

  • A
    Sensible Financial
    We had both individual stocks and mutual funds, some in retirement plans of various types, and some just as stocks. One of us is a government employee and will get a decent pensionl; the other is less secure financially, but has a good job. We both had life insurance as well as long-term care insurance. One of us (with the pension) is ready to retire. The other would like to work less hours, and/or at a less stressful, more meaningful job. We didn't know if we had enough money to do this. Also, we had recently moved to a new house from a condo in a more upscale area, and after selling the condo, we had a large (for us) sum of money that we didn't know how to handle. One of us has a major sensory handicap (blindness), and we wanted people who would understand that being blind doesn't mean you're poor, deaf, or stupid (sadly common responses). The Sensible team, in addition to meeting with us twice, was very understanding and spent lots of time with us on the phone. We sent them huge piles of paper - insurance policies, tax returns, bank statements, you name it - and they concluded that given our low-key lifestyle and lack of interest in changing that, we were just about where we needed to be; but they also made some very cogent suggestions as to how we could make ourselves more secure. We now have a plan, and we know how to do our part to achieve it. We have hired Sensible to help us because we are both still working and don't really have time to do all the financial stuff as well.
    - Lauren P.
  • A
    Paradiso Financial & Insurance Services
    The service is awesome!!! Tell your friends they even have a referral program
    - Kelly D.
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Financial Advisors in Malden

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