I have done business with Barry Armstrong just about when he came into business. My wife and I knew…read morewe needed an advisor because we were retiring and were totally mesmerized by all,the offerings at that time. Believe me it is scary to relinquish control of all your financial accounts but we did and 14 years later we are totally happy with what Armstrong Advisory has done for us. Through all the turmoil of the past decade,we have not lost a penny. What I looked for was an honest company based on integrity and I got that! I need financial security in my late years and that is still a priority and feel confident ,it will continue. Thank you Barry and glad I met you.

I have called the Armstrong group 3 times for a booklet on trusts and have Never received any…read moreinformation or a booklet from as promised. I have spoken 3 times with the person who answered the phone. Each time they have taken my mailing address and then NOTHING. It's been weeks. If they can't even send a booklet in the mail I wouldn't want them handling anything else.

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

Jennifer and John are the best, and their team is top-notch. Their service is incredibly personal,…read morethoughtful, and genuine. When you work with them, you really feel like they care about you and are working for your benefit -- because they are! I cannot recommend them enough.

From the owner: Centerpoint Advisors provides a range of investment, wealth management, and financial planning…read moreservices to individuals, families, businesses, and institutions. Our work and our client relationships are driven by a sense of respect and integrity, with the goal of protecting clients and their trust above all.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

I had been investing with Schwab since 1996 after I left Fidelity for good reasons at that time…read more With a few exceptions I had been happy such as: marketing the Windhoven Fund with its 2% load (divide your return by 2% to see what the real load is); and how it treats elderly investors who get scammed because they developed a medical condition after using too many NSAIDs while under medical care. I got iNPH (so check the net). Schwab's agent decided to close my accounts without any means for me to explain myself. The agent went behind my back to contact Homeland Security and Massachusetts' elder affairs department. Yes, this agent went "by the book". The "client advocacy team" made its "business decision" without any personal input. I had a brain operation to fix the iNPH. Apparently, the "box checkers" at Schwab don't care. BTW: my other brokerage has not pursued the same procedures. So, Schwab's marketing effort to protect elder investors is just that ... a marketing gimmick. Please note: my experience is NOT with a local office although I did have 2 fewer than great experiences with a local office (but then who hasn't). My criticism (and anger) are for those at the corporate level who IMHO have added insult to injury. I can provide highly detailed information to anyone. I will be reporting Schwab to the authorities; however, I doubt much will happen because neither the FBI nor HSI has helped me recover my money.

I went to Charles Schwab in Chestnut Hill Square, not the one at 1262 Boylston Street. There were…read moretwo young women behind the counter. I talked to one of them. She was cold as ice and unwilling to answer questions. She looked at her computer and never at me when I spoke to her. It took her a while to get me an application form. I said I need to have some information. She asked brusquely: "What?" I asked her about opening a money market account and about the current interest rate. I asked her the difference between the two kinds of money market account they offered. Her answers were "I don't know. It depends." I have never met a staff of a financial institution treating customer in that manner. I did not get any answers I needed before opening an account. So I left.