Best Financial Advisors in Medford, MA

“Handled complicated individual tax return with income from W2, Interest, dividends, capital gains with qualified small business exemption, rental, sale of real-estate, pensions, and annuities!”

“We all know the stock market can be unpredictable. We all want to know, “What's next for the financial markets?””

“Rev. Dr. Dorothy Emerson [at right in photo] was a semi-retired Unitarian Universalist minister up until her untimely death in May of 2019. She and her spouse Donna co-founded Rainbow Solutions to promote socially responsible investing as an importan...”

“The accountants demonstrated a high level of competence, carefully reviewing all documents I provided and offering detailed information at each stage of the filing process.”

“Additionally, when they send email, it is usually a message with many questions rather than many email with one question each allowing us to effectively respond!”

“When I had a conflict with the IRS, I called Dennis and Associates for help and they went out of their way to help me solve the problem swiftly and accurately.”

“He is extremely knowledgeable about all things financial related but his knowledge around small businesses and how to reduce taxable income is going to save me thousands.”

“Having worked with multiple Tax Accountants, it was clear David had my best interest in mind and was working to ensure he was securing my maximum return.”

“They worked with me on establishing retirement savings goals and now are working with me on utilizing my account to fulfill goals, needs and dreams in retirement.”

“I recently had the privilege of working with Attorney Stephen Spano, an exceptional eldercare attorney, who went above and beyond to provide me great legal support and guidance.”

“That being said, my family and I have hired several tax attorneys over the years for difficult matters but none has been as knowledgeable and as effective as Mr.”

“From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.”

“They helped us plan expected life events such as retirement, selling a house, collecting pensions and transferring 401K/403B along with unexpected events such as a family tragedy, creating a foundation and buying the house of our dreams within 30 day...”

“During this time they have provided us with sound advice and insight and have always been there to guide us while maintaining our portfolio objectives.”

“Every person I introduce to Harding Financial is grateful for their generosity, great advice, integrity, and the peace of mind Harding Financial provides.”

“He is incredibly knowledgeable, honest, and is quick to respond to your questions.”

“They have been consistently insightful, comprehensive and accessible advisors with a personal approach that is especially reassuring during turbulent financial times.”

“I feel so fortunate to have been recommended to Timbuktu Capital Management by a dear friend of mine who the owner Ousmane has advised in growing substantial wealth over the past few decades.”

“Absolutely amazing to work with Katie and Kenneth Positive Responsiveness, Professionalism”