Best Financial Advisors in Lowell, MA

“Very helpful and polite!”

“They are an awesome company to deal with”

“21 George Investors is a privately held investment firm focused on income producing multi-family real estate opportunities with value add components in specific US emerging markets. By leveraging industry expertise we have implemented a proven propri...”

“Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have retirement in sight, confident decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.”

“Our affiliation with our broker-dealer, Commonwealth Financial Network ®, provides us with access to a wide array of screened investment products, research, industry experts, customer support resources, and extensive back-office capabilities. Our ind...”

“It isn't just their personal touch- they have a whole different way of working with you-taking into account not only your financial goals, but life goals and dreams, challenges, changes.”

“As small business owner, we are in the business to make our clients dreams come true not process payroll, pay taxes, allocate our receipts to formulate P&L's and this is where BBS has come in and saved the day for us.”

“Michael's knowledge is expansive and his ability to relate that info is down to earth and helps someone like myself understand what I consider a tough topic.”

“Very helpful staff, very knowledgeable.”

“He has patiently walked us through the changes we needed to consider in our long-term planning when we bought a home, got married, started a family, and changed jobs.”

“His warm manner help to diminish my anxiety and within the first five minutes as his expertise and knowledge became evident, my fear and apprehension were put to rest, and I knew I was in good hands.”

“Patient and completely competent; my husband and I have all good things to say.”

“We are not just accountants, we are business advisors. Our primary focus is privately owned businesses and non-profit organizations. We view our role as your partner; an extension of your management team. As part of your management team, we will help...”

“They have always impressed me with their professional attitude, i have recommended many people over the years and they are still having the Dupont team do their taxes and they have all thanked me.”