Best Financial Advisors in Medford, MA

“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...”

“I have experienced 25+ years of trust, honesty and professionalism with Tom Terranova/Terranova & Associates for personal & corporate accounting and payroll services.”

“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 was clear when answering our questions and what we liked was that if he did not know the answer to a question he said so and found the answer later.”

“David Juliano was very helpful with my retirement planning and listed to my concerns and provided knowledgeable input that I could understand and apply to my retirement plans.”

“The team dedicates countless hours to building meaningful relationships with their clients as well as constantly trying improve and educate themselves on how they can be better in a changing industry.”

“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.”

“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.”

“Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready.”

“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.”

“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've been working with lark for years and years and every interaction with her is lovely.”

“Great personality, best service, always there when you need them.”

“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.”