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Finance Advising reviews in Newtonville

  • A
    EDUCATIONAL INVESTMENTS LLC
    Prior to meeting us, Harold sent us a very complete guide he had written on college financial planning. This was very helpful in reviewing our options and enabling us to ask intelligent questions and 'fine-tuning' things to our personal situation rather than wasting time reviewing general information. He also requested a good deal of information about our current financial status, which was great as it required us to sit down and review our own plan so that we could all be on the same page. Harold was extremely attentive, professional and helpful. He easily understood a very complex situation and was able to make recommendations that my husband and I - both experienced investors - had not considered. We were very happy with Harold's work and plan to continue to consult with Harold in the future.
    - KERRY H.
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Financial Advisors in Newtonville

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