Waltham, MA Financial Services

Great service

Nice little takeout and Brazilian shop, highly recommend.

(Translated by Google) Very good attention and confidentiality all very simple They make the whole process fast and safe (Original) Muy buena atencin y confidencia Todo ... more

Boston Retirement Group is great! We were lucky enough to work with Tricia who is nothing short of amazing! She is extremely knowledgeable and took extra time to explain ... more

(Translated by Google) Very good customer service very attentive (Original) Muy buena atencin al pblico muy atentos

This Broker Dealer is deceptive. One of the Advisors have processed unauthorized trades in my account and breach client confidentiality. I have filed a complaint with ... more

Tony has been my CFP for roughly 14 years. He has always been extremely attentive and will always respond to a question or issue within 24 hours. He listens well and r ... more

This location is small and they are not fast getting to you if you do not have an appointment. They are fast if you need to go make a deposit or withdraw something. They ... more

Jeremy has been doing our taxes for the last 2 years and is the best. Extremely efficient and communicative. He goes way above and beyond what I was doing when I did it m ... more

The peace of mind I gained from working with Robert Calhoun is priceless. Their agents take the time to build relationships and understand their clients on a personal lev ... more

Professional and helpful service

Ibeth, the branch manager in Waltham, was truly exceptional in assisting me with my loan issues. Her dedication and expertise shone through as she patiently went over the ... more

I have been using Christopher Jenkins services for at least 4 years and he always answers my questions. If you need a CPA or need your taxes done, do not go anywhere else ... more

I would highly recommend working with Steven at LTR Financial Services. He is efficient, while also providing you with a wealth of knowledge to make informed financial de ... more

Ok

They have started allowing aggressive salespeople from Inspire Clean Energy who are trying to get people to sign up for heating plans to approach customers while putting ... more

Very professional. He does a good job laying out all the information to you and explaining about life insurance and retirement plans. I highly recommend and would use him ... more

I needed to pawn my car and found this loan company through an auto pawn shop near me search. They offered me a fair price for my car and the process was quick and easy.

Excellent planning help. Staff is highly competent. Exhibits a friendly, candid attitude with the patience to listen to you and your goals, and the willingness to breakdo ... more

Dave is a patient and smart guy. I've been a client for a few years now and cant recommend them enough. They do my personal and small business tax prep and I am extreme ... more

Great customer service 5 stars all around

Viktor is wonderful to work with. We've worked with him for several years now and he's professional and thorough. Highly recommend.

If you are exploring financial or retirement planning, Haddad Financial is the place to reach out too. 5 star customer service. Dan is attentive and knowledgeable and car ... more

It's a pretty busy location but the team handles everything professionally... I ve been a customer 4 years...

Great place, service, workers extremely helpful, great experience inside. Family owned, very prideful about their business and accounting service that is adjacent to this ... more

I went to cash a check drawn from Watertown savings and they wouldn't cash it because I had a New Hampshire drivers license. They said you have to be a Massachusetts res ... more

Tony is one of the best accounts I have ever dealt with. He shows extreme knowledge in his profession and is willing to answer any and all questions without making you fe ... more

Its a Spanish bank. What is there to say? Great if you go to Latin America a lot