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Recent Finance Advising Reviews in Newtonville

  • A
    Kelly Financial Services
    It went well . Wha I like about this co. is respect for every client, not just people with substantial funds.I'v been with this co. for a least 10 years, accessible, return phone calls, concern for my accounts. Have an office in Burlington, Ma. now. So convenient. They also sponsor a breakfast. Good way to meet the staff, talk to other customers and see if it is a match for youYou have nothing to l.ose and will enjoy a nice meal
    - MARY A R.
  • A
    Vacation Ownership Consultants
    It only took three months and we are free and clear of the time share. Neither did we have to pay fees while waiting for the process to be completed. Wendy, our main contact was superb, always professional and pleasant!
    - Susan O.
  • A
    Padgett Business Services of Westwood
    excellent, we were able identify some issues that could be addressed in 2016 and then the 2016 filing went smoothly, no hitches - all our previous information is on file so the process was quick and very efficient. The staff is extremely cordial and friendly. Great office.
    - RICHARD A.
  • A
    Padgett Business Services of Westwood
    He was great.  He was very thorough.  He didn’t keep us long and kept to the appointment time.  He reminded what to bring.  I would highly recommend them.  He got back within an hour or two.
    - Jennifer T.
  • A
    Peace of Money
    It went very well. It is difficult to review finances, especially when you are about to retire but this was a necessary step and I highly recommend Peace O Money
    - Janice D.
  • A
    Superior Debt Services Inc
    Excellent! My 5 credit cards are all paid off except one, and it's only been about 2 years. They have awesome customer service and the lawyers kept me from being sued.
    - Annette R.
  • A
    Peace of Money
    My initial meeting was very helpful in clarifying how I should proceed. I will be scheduling further meetings.
    - Brad C.
  • A
    ROBERT J MCNEILL CPA
    I needed help with determining the taxes on my federal civilian pay. Bob was very good at explaining things to me and provided the information I needed very quickly. He also gave me advice on my long term care insurance. I highly recommend him!
    - Leslie M.
  • A
    Peace of Money
    We went to Vera at Peace of Money to get good financial planner to help us with things like optimizing our retirement portfolio, questions about how to handle our stock options, and the best strategy to pay off our debts. Vera is incredibly nice and easy to work with and followed through on researching some things and gave us great advice. She's also a fiduciary and fee for service, so you only pay for her services and she is bound to put your financial interests before her own. We highly recommend her if you want someone who is easy to get along with, knowledgeable, and has your best interests in mind.
    - Thomas G.
  • A
    Sensible Financial
    While I don't have enough assets to qualify as a client, Rick still spent a half-hour on the phone with me discussing my current situation and retirement goals and offered some excellent advise on how I should proceed.
    - Carol H.
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Financial Advisors in Newtonville

Companies below are listed in alphabetical order.

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