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Finance Advising reviews in Somerville

  • A
    Landmark Wealth Advisors
    I was referred to Landmark Wealth Advisors from a business associate several years ago (10 years now).  At that time he mentioned that they are professional, educated and "on top" of the money game.  Gary sends monthly update letters and is constantly aware of the market fluxuations and how they impact my portfolio.  It would not be uncommon to receive a call from Karen saying the markets changing and she feels we should discuss making adjustments to my portfolio that would protect me.  At least annually I meet with them to catch up, review concerns and changes to my lifestyle and the investment portfolio.  They are truly trustworthy and "Good People" that I enjoy working with.
    - David R.
  • A
    Ameriprise Financial Inc
    Lee is amazing. We wouldn't be even close to where we are today without his guidance and support. He is willing to work with you at your specific risk tolerance, though in general he takes a steadfast and conservative approach to investing and planning for retirement. Since we started with Lee we have substantial money saved for retirement (in funds that are growing nicely), we saved and purchased our first home and never feel like we are strapped for cash. We used to spend money and not know where it went. Now, we still buy things we want, but somehow we are also saving as well and don't feel restricted in any way. Lastly, with his 'slow and steady wins the race' approach, we actually posted a GAIN in the last two years when all of our friends lost money in risky schemes. Isn't that amazing?! You will not be disappointed with Lee!
    - Erin E.
  • A
    RENAISSANCE FINANCIAL GROUP LLC
    We meet with Gerald at least once a year to discuss the past, present, and future of our financial assets. We even meet on occasion to make big financial decisions with which we needed assistance (bought a house, birth of our child, purchasing life insurance). Gerald's knowledge of financial issues is so great, he is able to explain complicated terms and processes with such clarity, that we are always able to make our own decisions regarding our finances, with his guidance. There is never any pressure to do anything we are not comfortable with. Gerald's top priority is our well-being, not making any money off of us. Renaissance Financial Group fees are a small percentage of the investment deposit, which we have always recouped in a matter of a few weeks. Other services (wills, etc.) are on a per-service basis, and are very competitively priced. Going with Gerald has been one of the best decisions we have ever made. We may not be "rich," but peace of mind has made us "wealthy."
    - PETER U.
  • C
    Sensible Financial
    Rick Miller's credentials and grasp of finance are impressive, and initially I was enthusiastic about the prospect of having him manage my rather modest set of assets. However, it wasn't until I'd indicated my interest in signing on as a client that I was apprised of a $500 "setup fee," which would have been in addition to $1000/year for the firm to oversee my accounts (a cost that, in contrast, had been specified from the start). When I asked Rick to give his recollection of when he'd provided this information, he responded that the charges were "reasonable" and competitive. I didn't consider this a straightforward answer, as my query had to do only with lack of timeliness in being provided with information and not with the charge itself. Rick referred me to Sensible's website, which he said referenced the setup fee. I found the website's language also to be vague; no specific amount is listed. My uneasiness with the fuzzy communication led me to decide not to use this company.
    - ALLISON S.
  • A
    AMERIPRISE FINANCIAL SERVICES INC
    JOHANNA IS TREMENDOUSLY GOOD AT HER JOB. SHE IS FRIENDLY AND ACCESSIBLE; SHE HAS A VERY PROFESSIONAL AND POSITIVE APPROACH. AFTER LISTENING TO OUR SITUATION AND QUESTIONS, SHE JUMPED RIGHT IN AND HELPED US GET ORGANIZED. SHE MAKES SURE SHE HAS ALL THE INFORMATION SHE NEEDS (AND KEEPS TRACK BETWEEN MEETINGS); SHE ASKS GOOD QUESTIONS THAT HELPED US CLARIFY OUR GOALS; SHE HELPED US REALIZE WHERE WE HAD MADE GOOD DECISIONS AND WHERE WE NEEDED TO TAKE A NEW APPROACH. WE WANTED TO CONSTRUCT A WELL DIVERSIFIED PORTFOLIO OF SOCIALLY RESPONSIBLE INVESTMENT FUNDS. JOHANNA HELPED US TO PUT IT TOGETHER AND INVESTED THE FUNDS. SHE HAS MET WITH US ABOUT ONCE A YEAR TO REVIEW THE PORTFOLIO PERFORMANCE, TO INTEGRATE NEW INFORMATION INTO OUR FINANCIAL PLAN AND TO SEE IF WE ARE STILL ON TRACK. WE HAD MADE IT INTO OUR FORTIES WITHOUT HAVING THIS KIND OF ADVICE -- DON'T WAIT THAT LONG! IT'S REALLY VALUABLE AND BRINGS PEACE OF MIND AND SOLID RETURNS. AND JOHANNA IS A TRULY GREAT HUMAN BEING.
    - BOB M.
  • A
    WALNUT HILL ADVISORS
    I WOULD NOT TRUST ANYONE ELSE WITH MY MONEY. CHRIS IS VERY TRUSTWORTHY AND DOES WHAT HE SAYS. HE LISTENS TO WHAT I WANT AND DOES NOT TRY TO SELL ME THINGS I DON'T WANT BUT MAKE HIM MONEY. HE GIVES HIS INDUSTRY A GOOD NAME!
    - MICHELLE W.
  • A
    CITIZENS BANK
    Citizens helped me find the right services for my condo association's banking needs. They set me up with everything I need to collect fees and pay bills.
    - Gretchen D.
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Financial Advisors in Somerville

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