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    Mandell & Movsesian

    3.8 (20 reviews)

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    6 months ago

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    2 years ago

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    Shoushan M.

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    2 years ago

    Excellent service, professional staff, kind and beautiful ladies! I highly recommend working with Mandell&Movsesian!

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    3 years ago

    Very classy company. People helping people, making sure that people can live a comfortable life.

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    4 years ago

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    17 years ago

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    11 years ago

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    10 years ago

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    Review Highlights - Mandell & Movsesian

    “Special thanks to Shoushan, the principal of the firm, who is fully involved, and case manager, Lilit.”

    Mentioned in 4 reviews

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    Impact Fiduciary - Patrick Dinan, CFP® Founder

    Impact Fiduciary

    (36 reviews)

    Downtown

    A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

    My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

    Mandell & Movsesian - financialadvising - Updated October 2026

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