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 400 Boston area financial advisors


Page 2 of 20400 results
BusinessDistanceRatingsMost Recent Comment

TD Ameritrade

54 Burlington Mall Rd
Burlington, MA 01803 781-203-2770

Ratings:
?
?%    
?
Very knowledgeable and good at explaining everything to beginners - Jul 04, 2022

See all comments

TIAA Financial Services

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

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

Affinity Investment Group

18 Hampton Rd #7
Exeter, NH 03833 603-778-6436

Ratings:
?
?%    
?
Have been with this firm for 8 years and have seen my portfolio increase substantially.... - Oct 18, 2023

See all comments

Ameriprise Financial

180 Paramount Dr #2
Raynham, MA 02767 508-824-3655

Ratings:
?
?%    
?
We have been working with our advisor here for almost 20 years! She has advised... - Nov 08, 2017

See all comments

Boston Hill Advisors

100 Andover Bypass St #301
North Andover, MA 01845 978-686-5687

Ratings:
?
?%    
?
They are truly a professional company whose advise l would trust. They really... - Aug 24, 2023

See all comments

Citizens Bank

80 Main St
North Reading, MA 01864 978-276-1262

Ratings:
?
?%    
?
My money keeps growing so I can’t complain - Jul 12, 2022

See all comments

Fidelity Investments

200 Technology Sq #101
Cambridge, MA 02139 800-273-0130

Ratings:
?
?%    
?
I work exclusively with Ryan Shorey at the Cambridge office and highly recommend... - Oct 23, 2017

See all comments

J P Morgan Private Bank

50 Rowes Wharf Fl 3
Boston, MA 02110 617-223-4645

Ratings:
?
?%    
?
They were helpful in making a plan for trusts and endowment and investments... - May 15, 2020

See all comments

Kelly Financial Service

10 Forbes Rd #130
Braintree, MA 02184 781-849-3090

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

Legacy Financial Advisors

1500 W Park Dr #100
Westborough, MA 01581 508-482-9336

Ratings:
?
?%    
?
Creative reliable advisors for financial planning. Responsive when needed and... - Jun 28, 2021

See all comments

UBS Financial Services

55 William St
Wellesley, MA 02481 781-446-8946

Ratings:
?
?%    
?
Joe McNamara has provided excellent financial planning for us for nearly 20... - Apr 21, 2016

See all comments

93 Financial Group

600 Unicorn Park Dr #2
Woburn, MA 01801 781-938-6361

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

A F Macedo Insurance Agency

646 Broadway
Raynham, MA 02767 508-977-0000

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

Advisor Investment Management

85 Wells Ave #109
Newton, MA 02459 800-492-6868

Ratings:
?
?%    
?
Working with Bob Lepson has been great. - Mar 08, 2018

See all comments

Ameriprise Financial

3 Edgewater Dr #201
Norwood, MA 02062 781-762-5578

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

Charles Schwab

54 Mall Rd
Burlington, MA 01803 781-505-1280

Ratings:
?
?%    
?
they are the best and have the best investment tools - Jul 27, 2022

See all comments

Freedman Financial Associates

41 Cross St 2nd Fl
Peabody, MA 01960 978-531-8108

Ratings:
?
?%    
?
Knowledgeable, sound advice from people who really care about you - Jul 06, 2022

See all comments

Lexington Financial Group

74 Bedford St
Lexington, MA 02420 781-863-8024

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

Merrill Lynch Wealth Management

500 Cummings Ctr #1600
Beverly, MA 01915 800-695-2250

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

Merrill Lynch Wealth Management

PO Box 3143
Burlington, MA 01803 800-937-0849

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

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