Needham Heights, MA Financial Services

I was a new client trying to reach out to transfer assets and was surprised my account manager Mark would not return calls or emails for 6 months. After leaving several m ... more

Standard investment offerings. Mike Kofman is a good resource; he provides sufficient information and customer service. Marty Kofman, unfortunately, is far less helpful. ... more

This is second time my checks deposit went to someone else account. I really don’t know how they repeat the same mistakes????

Great!

Don't use them. She scheduled two meetings with me and stood me up twice with no excuse. Unreliable and not getting anywhere near my money.

Worse company to work for, managers are unprofessional, they not educate and they dont know anything about the business

Matty (the Muzi finance business partner) was incredibly professional throughout the end-to-end process. It was actually a breath of fresh air working with a finance prof ... more