Steer clear of this business. I unwittingly placed by trust in agents who I feel were deceptive…read moreand unknowledgeable, and the result was the loss of many tens of thousands of dollars. They are not obligated to place your interests above their own, which I learned the hard way. I had to pay a fee-based firm to understand the details of my plans with Baystate and learn that I was misled. They were unprofessional on top of the financial loss. Don't make the same mistake ... there are many other alternatives.

Run away from them as fast as you can! MML Investors Services in Springfield is affiliated with…read moreBaystate Financial and they will try to get away with as little effort as possible. I finally removed all my money from MML/Baystate after over a decade of getting no help or advice. I got stuck with their financial advisor, Timothy Curran, as a result of my original advisor leaving Met Life. Once I moved out of state, Timothy Curran never even called me once a year to check in over the past 15+ years. When I called him, I rarely got to talk to him directly and if I did it was very brief. He provided no guidance. I usually spoke with his assistant Karen who gave me an attitude whenever I had a question/problem and was not helpful. Whatever other money I had to invest, I went elsewhere. When I finally transferred all my money from MML/Baystate to another financial advisor with another company, I was charged for a negative balance that I found out had incurred prior to Oct 2015 (after weeks of my investigation) when Met Life merged into MML. No one told me about it or alerted me to that problem or to the fact that I was getting a 5% interest charge on the negative balance every month. I could've easily paid it off 7 years ago. It was the result of an investment that had fees that outweighed the profit, so when I asked Tim what happened to the account when I first noticed it missing on my report, I was told it was closed out. No advice, no other explanation or instructions. When I called Tim Curran for an answer in 2022 about why that negative balance kept continuing to accrue interest charges and why wasn't I told about it before 2015, his assistant said, "How should we know? You should contact MML to find out. We wouldn't have any idea why they did that!" I called MML over 10x and got a different person each time that had no idea what was going on. After more than a month of calling MML, I FINALLY spoke to a young man that explained what happened. It took him 2 minutes. He felt bad that nobody was willing to help me and actually gave me erroneous information (I was told I was wrong - that it was a credit not a debit). Tim Curran and MML couldn't bother giving me that help and info. When I asked for reimbursement for the interest charges since 2015 due to negligence on MML/Curran's part, I was denied. By the way, when I was told to call Baystate Financial directly, and was given 5 names of people to talk to, I could never get through to a human. And all the people I was told to reach to get help had voicemail boxes that were conveniently full!!

Always get answers to my questions and prompt help in filling out forms, depositing checks etc…read more have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my…read moreassigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too.

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

I will save you ALOT of wasted time, frustration and stress! Who needs that in our long awaited…read moreretirement years right. This office in Lynnfield knows NOTHING about providing quality, customer focused, wholistic financial planning and or customer care. They seem to dislike veterans, RNs and perhaps just all seniors in general. Chris White the manager is not managing this business in a positive and productive way. Skip this business all together. Charles Schwab does NOT care about people... they only care about money. DONT trust this bunch in Lynnfield, you will regret it.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

R Capital was amazing to work with. They were professional, responsive, and really took the stress…read moreout of the process. Their knowledge of the market and attention to detail made everything smooth from start to finish. They even provide you with a checklist when you are buying your home. Highly recommend!

From the owner: We provide professional and reliable mobile notary and financial services. We understand that your…read moretime is valuable, which is why we travel to your home, office, or any other convenient location. Contact us today to schedule an appointment and let us help you with your notary or financial needs!

Great to work with. Been with for tax prep past 20+ years. Never had any follow up issues with…read moreIRS. A good great thing!!!

This email was my last correspondence with Mr. Burton after being his client since 2009. My father…read morehas been his client for over 20 years. That's how I was introduced to Mr. Burton. Every year I brought my taxes, they were done in one day, I paid $300.00 every year. Easy as can be. Until there is a problem. Mr. Burton does not like to be questioned or asked for your year before's taxes. This email, to me was so mean and hurtful. It literally brought me back to my school days where I did attend class for learning disabilities and was bullied about it. This review is long over due as my business ended in 2017 with this accounting office.

Dana has been my financial advisor for over 20 years. It's great to have someone who's…read moreknowledgeable and personable, and who I can trust. He guides me on financial matters and gives me peace of mind. He and his staff always have the client's best interest in mind. I highly recommend Dana and the services provided at AFG.

Dana was extremely professional and knowledgeable, always quick to respond to any questions or…read moreconcerns that I had. He went above and beyond to ensure that I was well informed regarding my finances. I'm very happy with the service that he and his team provided.

I cannot recommend Paul enough. He has been so incredibly helpful with not only doing my taxes, but…read moregiving me plenty of information and resources for all of my questions as a new independent contractor. My work situation is a bit unique, but Paul handled my situation thoughtfully and with ease. Before I worked with Paul I felt confused and nervous about tackling my taxes and organization of documents, but since then I feel completely at ease and confident moving forward. I will be working with Paul for a very long time. He goes above and beyond, and is a master at his trade. Highly recommend.

Paul is thorough, detailed, and finds every eligible deduction for you. He asks the correct…read morequestions and is always professional and fast. Highly recommend. A+!