I am an employee who started January 2018. Dan and Chris are outstanding to work for. This is a…read moresmall family owned business located in Dorchester but our customers live far and wide within Massachusetts. It is so rewarding to get to know our customers and knowing that we can help them with affordable insurance with the right coverage. I feel blessed to work at Ann M Foley Insurance Agency Inc.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

I recently closed a on 2 family and the Fairway team did an impeccable job guiding me through the…read moreprocess, start to finish. I had traditional financing and got a great rate, and they found wonderful loan programs, allowing me to keep some capital for renovations. My transaction was seamless even with a legal name change in the middle! I am a Realtor and will continue to recommend them to my clients as well!

This brand new Banknorth Brighton branch is the best!…read more As mentioned, it is spanking new and clean. The staff are unbelievably personal and friendly. I am almost always greeted by my first name. And yes they have candy at the counter. Not just those dumb lollipops either. When I inquired about investing my tax returns (Note; Brunette Barbie here, I know absolutely NOTHING about investments, saving, stocks...) their financial advisor (Kevin Daley) took me under his wing and explained things in a manner that was easy to understand and easy for me to get started! Basically I just wrote Banknorth a check and they did the rest haha. Don't ask me how my investments are doing but I trust them enough to know my money is better off in their hands than burning a hole in my pocket. But again, helpful staff, and very professional. And the branch hours are AWESOME: Mon-Fri 8-7; Sat 8-3. My only gripe: No drive up banking, and no parking lot. I usually ride my bike, parallel park on Washington, or park in the police station parking lot across the street. Happy banking!

I've been a client of Douglas White's Financial Services for several years and always found him to…read morebe very accessible, competent and providing me with very sound advice. It's very comforting to know that he has always acted in my best interest.

Great program with an awesome way to make homeownership possible without a downpayment. Currently…read moreworking with them now. Not easy but is helpful to have their help and support.

Currently working with them now to buy a home. The initial meeting is helpful to understand how the…read moreprogram works and how to prepare yourself. Lots of documents and paperwork but making progress. Looking forward to keep working with them as they are very informative and knowledgable.

Laura Daniels is truly the best. She helped me make sense of my finances in a way that never felt…read moreoverwhelming, and together we mapped out clear, realistic milestones that actually feel doable. For the first time, I have a plan I understand and feel confident following, and that's been incredibly empowering. What I appreciate just as much is who they are as a company. They're local, they genuinely care about social justice and the planet, and that care shows in the way they work with clients. I love that they offer values-based investment options, so I can work toward my financial goals while staying aligned with what matters most to me.