If you are looking for an honest hard working financial advisor that cares about your future and…read morefinancial well being, Dave is your guy.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

Allison is an incredibly thoughtful partner to have while working through your specific financial…read moregoals. She dives in to understand what will suit your situation and priorities in order to provide you with the best approach. She will also help you be flexible and pivot as life changes.

I have known Allison for twenty years and she is phenomenal at managing finances. Her advice over…read morethe years helped me develop my retirement fund, budget the money from my paycheck and create savings that allowed me to buy a house and be ready for three children. Because of this financial stability, I have the peace of mind that I'm not going to have major money troubles in the future. I highly recommend her services for anyone that is struggling with finances or just wants excellent advice!

Mark Dougherty is a CFP and has been my financial advisor for over 10 years. Mark is honest and…read moretruly cares about my future (also my family's future as several of them are his clients now)..it is a relief to me and my family to know that our financial advisor is looking out for us and wants us to be happy in our retirement. Highly recommend

My fiancé and her parents have been trying to get me to set up a meeting here for over a year. They…read morehave nothing but great things to say about Woloshin Investment Management and the Woloshins. I finally did set up my meeting (a few months after attending one of their exclusive members only wine nights as a guest of my fiancés parents) and I couldn't have been more pleased with how the meeting went. The building is located conveniently right on Main Street in Medford and they have a private parking lot around back. It was a comfortable meeting and Katie was very personable/knowledgeable. They treat their clients very well here. I am excited to get started after attending my meeting and after all the great things I've heard over years of experience with Woloshin Investment Management from my fiancé and her parents.

From the owner: Helping Clients Achieve Their Financial Goals…read more We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.

Diversified has been handling our finances and taxes for sometime now. We've been extremely…read moresatisfied with all aspects of the services they provide. If you're looking for an honest, attentive and professional company to handle all you financial needs, including retirement planning, Diversified is the company to choose.

From the owner: We Invest in Your Happiness. Contact us for a free consultation. read more

Jarred is an amazing loan officer. His thorough knowledge of credit scores and various loan…read moreprograms help my clients every time to get the best loan possible!

From the owner: Odyssey provides an array of COMMERCIAL lending options for virtually all property types:…read morePurchase money Refinances Construction & Renovation loans Blanket Loans Bridge and Mezzanine financing