Best Financial Advisors in Revere, MA

“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.”

“Dave and his team were highly communicative and ensured that everything was filed on time even though I was receiving forms all the way through late March.”

“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.”

“Not only was Stephen extremely knowledgeable and friendly, but he was also outstanding at anticipating my questions and answering them all in an easy to understand way, with information specific to my family's situation.”

“We just completed our 2022 yearly review with David at which time he explained how our funds are invested, and how Stonehearth has positioned our portfolio with regard to inflation.”

“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!”

“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.”

“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...”

“Additionally, it has been a pleasure working with our personable Wealth Management Team as they have always responded in a timely manner to any and all of our questions and concerns.”

“Today, we have plenty of savings and investments, feel very comfortable with our long-term plans, and have been able to achieve our goals of buying multiple properties.”

“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.”

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

“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.”

“In the 3 years my partner and I have been clients of Eric's, we have found the courage to endeavor in new projects, paid down our debt, invested in ourselves, all while growing our net worth 280%.”