Wakefield, MA Financial Services

New location as of November '21(as I understand)...pleasant and helpful associates as of simple transactions I have done. Thank you!

Been with this bank my whole life . Great people!! Great service!!

I wanted to open two checking accounts at the bank, one in my name and one in my personal trust name, for myself. I had to book an appointment. Once there, I was told I c ... more

When my accounts were hacked Kimberly jumped into action and help me close my accounts and reopen them again! She was amazing , thank you for making it easy !

The staff at all locations are very helpful and friendly. TSB offers many services and is a great bank to work with

Ive had the pleasure of dealing with Justin - and he has always taken the time to fully explain and educate me on my life insurance options. He is the best - would reco ... more

Ianka is my savior! she gives a friendly service, with amazing results! I will always recommend BG Financial to friends & business associates who are in need of financial ... more

So far so good, they have almost double my investment in less than five years. Thank you for that.

The savings bank Wakefield needed a ATM downtown This is a great clean new atm

Choosing Stephen Riley as my Financial Advisor is the best investment that I have made. His experience, work ethic, and passion for helping others is impressive. He treat ... more

Excellent service. Invested and have my own portfolio and it keeps going up. Highly recommend.

As a business owner, I appreciate that they get back to me right away when I have questions and offer sound, practical advice I can implement quickly.

It's your average gas station decent prices I like it when they pump your gas for you But they have the absolute cheapest prices in town definitely in place to go to fill ... more

New location as of November '21(as I understand)...pleasant and helpful associates as of simple transactions I have done. Thank you!

Called numerous times and left messages wanting an appraisal. Didn't even get the courtesy of a call back.

HIGHLY RECOMMEND!

Charles has been doing my taxes for years! He is excellent and I always recommend him to anyone who needs their taxes done!

I have been with Compass Point for 17 years and am very pleased with what I have accomplished with them financially.

New Star Business Credit provided me with dedicated loan specialists who offered personalized service throughout the loan process. Their team took the time to understand ... more

I called and I was carefully given the answers I sought. It was clear and extremely beneficial information.

Awful costumer services

Angela provided exceptional service, fast turnaround time, and quick yet detailed responses to any questions/concerns that arose. Every time I called Angela picked up the ... more

Cara has been amazing helping me set up a sole proprietorship, explaining policy, and helping with my taxes. Highly recommend this awesome team.

I felt his knowledge of the funds he was pushing was far less than I expected, possibly more familiar with his commissions. I had to replace him with a new Rep. as I felt ... more

Joe, Dave, Li, Lorna, Karen, Nicole, Kristina & Lisa are awesome! Love the new office at Audubon Road! Lots of parking! BEST EVER!

Very pleased with the accounting service of your CPA specialists. Very customer care attitude and I will recommend it to my business partners here in Wakefield, MA. Thank ... more

There rates are to high many times I would pay and it would not show on my and end up pay double it's weekly payments another negative the only thing positive was the rep ... more

Pleasant Car Care

Very friendly bank that has been nothing but helpful to me and my business for over fifteen years.

Best place to bank. Super friendly.

I’ve been going to John for several years for my taxes. Excellent customer service, very professional.