You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 529 Boston area financial advisors


Page 1 of 27529 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

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

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

See all comments

Fidelity Investments

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

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

See all comments

Fidelity Investments

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

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

See all comments

AAA Southern New England

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

Ratings:
?
?%    
?
good honest people - Jul 15, 2017

See all comments

Fidelity Investments

174 Sylvan St
Danvers, MA 978-777-3092

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

See all comments

Fidelity Investments

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

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

See all comments

Fidelity Investments

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

Ratings:
?
?%    
?
They are a good finance company - Jul 20, 2022

See all comments

Fidelity Investments

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

Ratings:
?
?%    
?
No raters have left a written comment.

Fidelity Investments

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

Ratings:
?
?%    
?
Very knowledgeable consultants. - Jun 20, 2022

See all comments

L P L Financials

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

Ratings:
?
?%    
?
No raters have left a written comment.

Northwestern Mutual

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

Ratings:
?
?%    
?
No raters have left a written comment.

Byrne Financial Freedom

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

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

See all comments

Edelman Financial Service

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

Ratings:
?
?%    
?
Mary Caruso, Financial Advisor, is extremely knowledgeable and professional.... - Mar 17, 2018

See all comments

UBS Financial Services

100 Federal St Fl 27
Boston, MA 02110 617-439-8000

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

See all comments

Fidelity Investments

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

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

See all comments

Merrill Lynch Wealth Management

45 William St Ste 100
Wellesley, MA 02481 781-237-7900

Ratings:
?
?%    
?
No raters have left a written comment.

Vanguard Financial Services

877-662-7447

Ratings:
?
?%    
?
No raters have left a written comment.

Bank of America

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

Ratings:
?
?%    
?
Very helpful with our finances - Jul 06, 2022

See all comments

Commonwealth Financial Network

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

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

See all comments

Edelman Financial Service

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

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

See all comments

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.

MA