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Jeffrey Crampton - Ameriprise Financial Services, ...
Referral from
Jun 24, 2013
c.:
Hi, Wondering whether you might know of (and be able to recommend) an experienced, reputable flat fee based financial planner. We are...
Anonymous:
Jeffrey Crampton Ameriprise 617-580-4271 Has YOUR best interests in mind. Works WITH you. Awesome. Knowledgeable. Lisa Healey, TQM Wealth Partners
Referral from
Dec 11, 2017
Alexa P.:
Hello, wondering if anybody can recommend a great local (or at least not too far) financial planner? Would like to stay away from the...
Amy B.:
Marcel at TQM is really knowledgeable and kind. https://www.tqmwealthpartners.com Her office is just up from Crosby’s TD Ameritrade
Referral from
Sep 06, 2016
Chadwic84592504:
i am looking for a stock trading mentor. Can you mentor me i am tried of working for companies and making other people rich.
Michael e.:
I just started using https://www.twitter.com/tdameritrade and I absolutely love them. I call them a couple times a week and they always... Frequently Mentioned on Social Media
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Referral from December 11, 2017
Alexa P. asked:
Hello, wondering if anybody can recommend a great local (or at least not too far) financial planner? Would like to stay away from the big companies trying to up-sell...
Chris K. replied:
Jac Bentley
Steven C. replied:
Bay state financial in Wakefield. Alan Bolotin’s team is excellent.
Heather B. replied:
Jac Bentley@Bentley Wealth Management
David O. replied:
Dan Jamroz. One Source Financial. 978-561-1078
Beth W. replied:
While repping a "big" company, I can't rave enough about Brian Amper at Edelman Financial out of Burlington. Very accessible (I call often!) and SMART. Plus, I respect the philosophy and guidance the company follows immensely as they are ALL about educating their clients first and foremost.
Cheryl C. replied:
Steve Farrar
Ilise R. replied:
Marcel Quiroga; experienced holistic approach. TQM Wealth Partners
Rosaleen D. replied:
I would second Jac Bentley at Bentley Wealth Management
Nicole T. replied:
Bentley Wealth Management!
Michael S. replied:
Scott Maibor
Carmela M. replied:
Jac Bentley at Bentley Wealth Management
Tracey G. replied:
Jac Jac Bentley
Molly W. replied:
Adam Burke
Alison W. replied:
I would also recommend Jac Bentley of Bentley Wealth management!
Claudia T. replied:
Marcel Quiroga TQM Wealth Partners 122R Washington Street Marblehead 781-990-3599
Karen P. replied:
Aviv Hod
Hannah D. replied:
https://www.facebook.com/937530169595036 Jackie Riley - The GW Group
Rhonda Y. replied:
Jonathan Britton Boston Financial Partners. Jonathan taught me stuff the big firms missed. Very assure, great customer service, lots of ideas.
Margaretta S. replied:
Jan Dik at Edward Jones in TOPSFIELD is wonderful!
Nancy S. replied:
Stephen Farrar. Sharon Russell what is Steve’s contact info?
Stephen B. replied:
https://www.facebook.com/1663271750558078 Bentley Wealth Management is incredible. Call Jac Bentley!
Referral from February 21, 2013
jbreckman asked:
Any Financial Planner/Advisor recommendations in the Boston area? Preferably in Arlington/Cambridge/Belmont. We aren't wealthy, but it'd be nice to talk to a...
Doctuh replied:
[Anna Eckert](http://www.eckertbyrne.com/about/) is awesome.
Crashwatcher replied:
Search Financial Planners and credentials: * [FPA](http://www.fpanet.org/PlannerSearch/PlannerSearch.aspx) * [CFP Board](http://www.cfp.net/utility/find-a-cfp-professional)
Referral from May 19, 2016
coder5 asked:
Looking for fee-based financial planner in Boston area Any recommendations or firms to avoid? Thanks in advance.
blindfarg replied:
Go to NAPFA.org to find fee-only planners (no product sales), FPA.org for a mixed bunch (some fee-only, some fee-based. Garrett Planning Network has advisors who charge by the hour without product sales.
ccb621 replied:
Check out [Mark Porter](http://www.markportercfp.com/). I attended an event where he spoke, and he's pretty knowledgeable.
Referral from September 21, 2013
Eva R. asked:
Hey FB peeps, could anyone recommend a financial planner Boston/South Shore?
Thanks!
David H. replied:
Maureen Ryan - shes on my fb
Linda R. replied:
Charles Bean- Heritage Financial Group- Westwood
Tracy C. replied:
Linda he deals with millionaires only We use Tim Kellet at murphy financial in Braintree. He is great! I'll email you his contact! Unless you have millions go with Chuck
Tracy C. replied:
Sorry Tim Kelley.
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