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Subscribe and see 353 Boston area financial planners


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Fidelity Investments

44 Burlington Mall Rd
Burlington , MA 01803 800-526-7172

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Tried to push me into a position that I wasn't ready for yet. Up-level... - Sep 22, 2025

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Fidelity Investments

155 Congress St
Boston, MA 02110 800-343-2140

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Great service, knowledgeable staff. - Oct 25, 2024

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Fidelity Investments

405 Cochituate Rd
Framingham, MA 01701 800-448-0570

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All they wanted to do is sell me their products. - Oct 17, 2023

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Fidelity Investments

152 Endicott St
Danvers , MA 01923 978-774-0199

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Andrew always has my best interests at heart. He listens and addresses my concerns. - Aug 07, 2023

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AAA Westwood

335 Providence Hwy
Westwood, MA 02090 781-461-6800

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They handled my request for information fairly well. Would recommend. - Aug 25, 2023

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Edelman Financial Engines

25 Burlington Mall Rd #405
Burlington, MA 01803 339-337-3172

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I've had Jonathan Merrigan a my financial advisor for the past four years.... - Oct 18, 2024

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Northwestern Mutual

55 William St #100
Wellesley, MA 02481 781-237-7070

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No raters have left a written comment.

LPL Financial

75 State St Fl22
Boston, MA 02109 800-877-7210

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I’ve only worked with them a few years, but they’re very helpful... - Jun 24, 2022

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Vanguard Financial Services

877-662-7447

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Their Advisor services are inexpensive at 0.3% of your managed assets... - Aug 16, 2025

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Commonwealth Financial Network

275 Wyman St #400
Waltham, MA 02451 781-736-0700

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I always have to reach out with questions, concerns, requests. - Jun 24, 2022

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Fidelity Investments

50 Derby St #100
Hingham, MA 02043 800-356-2854

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Our Fidelity advisor is proactive and strives to understand our personal needs. - Jun 05, 2021

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Byrne Financial Freedom

11 East St
Franklin, MA 02038 508-528-9366

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Goes way beyond just money management and planning. You become part of the... - Feb 24, 2021

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UBS Financial Services

1 Post Office Sq
Boston, MA 02110 617-439-8000

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I get my financial advice from the Douvadjian Group at UBS in Boston. I am... - Jan 26, 2021

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Bank of America Financial Center

75 Middlesex Tpke
Burlington, MA 01803 781-273-6001

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Very helpful with our finances - Jul 06, 2022

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Fidelity Investments

109 University Ave
Westwood, MA 02090 800-418-6192

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Steve Liss is a fiduciary financial advisor that I have worked with for many... - Oct 17, 2024

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Merrill Lynch Wealth Management

45 William St #100
Wellesley Hills, MA 02481 800-937-0895

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No raters have left a written comment.

Wells Fargo Advisors

138 Conant St Fl4
Beverly, MA 01915 978-524-7690

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No raters have left a written comment.

Ameriprise Financial

11 Water St #2A
Arlington, MA 02476 617-337-3233

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No raters have left a written comment.

Fidelity.com

800-343-3548

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Making trades is just so easy and fast on their website. - Aug 25, 2023

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TIAA Financial Services

50 Braintree Hill Park #108
Braintree, MA 02184 800-842-2004

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.

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