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Fidelity Investments

44 Mall Rd #100
Burlington, MA 01803 800-526-7172

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Been with them for years. They've always done right by me. - Jul 20, 2022

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Fidelity Investments

155 Congress St
Boston, MA 02110 617-367-3469

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My only feedback is they push too much their own mutual funds...but otherwise... - Jul 14, 2022

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Fidelity Investments

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

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I dealt with Chris who was a very helpful individual knowledgeable and professional - Jul 21, 2022

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AAA Southern New England

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

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good honest people - Jul 15, 2017

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Fidelity Investments

174 Sylvan St
Danvers, MA 978-777-3092

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Easy to deal with, prompt on returning calls/messages, good advice. - May 23, 2020

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Fidelity Investments

265 Franklin St
Boston, MA 02110 617-570-7000

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Fidelity offers analysis and advice without charge for services that at least... - Nov 10, 2020

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Fidelity Investments

320 Washington St
Brookline, MA 02445 617-566-0417

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They are a good finance company - Jul 20, 2022

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Fidelity Investments

300 Granite St #102
Braintree, MA 02184 781-356-8728

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No raters have left a written comment.

Fidelity Investments

801 Boylston St
Boston, MA 02116 617-267-4839

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Very knowledgeable consultants. - Jun 20, 2022

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L P L Financials

1 Russell St
Cambridge, MA 02140 857-242-3083

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No raters have left a written comment.

Northwestern Mutual

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

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No raters have left a written comment.

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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Edelman Financial Service

160 Gould St
Needham Heights, MA 02494 781-453-4025

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Mary Caruso, Financial Advisor, is extremely knowledgeable and professional.... - Mar 17, 2018

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UBS Financial Services

100 Federal St Fl 27
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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Fidelity Investments

50 Derby St # 100
Hingham, MA 02043 800-035-2854

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

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Vanguard Financial Services

877-662-7447

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No raters have left a written comment.

Bank of America

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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Commonwealth Financial Network

29 Sawyer Rd #2
Waltham, MA 02453 781-736-0700

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

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Edelman Financial Service

25 Mall Rd
Burlington, MA 01803 781-993-9191

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We moved to Edelman this year because we were not happy with the performance... - Sep 21, 2021

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Fidelity Investments

82 Devonshire St
Boston, MA 02109 617-563-7000

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strong guidance and advice - Jun 22, 2021

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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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