Boston Financial Services

Professional

1. Edward Jones

Neighborhood: Coolidge Corner

that he genuinely cares about you and your future.  In a relaxed atmosphere, Jonathan will give you his well researched, professional opinion on any aspect of your financial situation.  He has...

2. Doug J. Murstein,…

he's super professional, and when he looks over your paperwork you can tell he knows what he's doing (I think he's been doing this for 12 years, so he should!).  Anyway, both the time and fee he quoted...

3. Diane O'Brien, E.A.

Neighborhood: Davis Square

Diane prepared my tax return for me  this year and I must say that she was very helpful as well as being cool and friendly. Diane is an Enrolled Agent (EA), which means she is a tax professional who...

4. CitiBank

Neighborhood: Harvard Square

encountered in the complex banking field in a long time.   As a young professional, I'm too young and make too much money to be carrying high-balance college debt on high-interest cards and living...

5. Fidelity Brokerage…

Neighborhood: Financial District

over that but I was just so pleased to receive such polite service.  I have had my account at Fidelity for about ten years and I have ALWAYS received the most polite and professional service...

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Knowledgeable

1. Diane O'Brien, E.A.

Neighborhood: Davis Square

Diane was very helpful and knowledgeable.  A bonus was that she's really friendly.  I felt relieved after leaving her office.  My taxes were a bit confusing this year, and she was able to prepare my...

2. CitiBank

Neighborhood: Harvard Square

Citibank, of course, has these. The extra that I received, however, was the offer to assist in financial planning - a genuine offer - by some of the friendliest, most knowledgeable people that I've...

3. Doug J. Murstein,…

done a stellar job. I'm sure Doug is capable in lots of areas of accounting but as a small-business (Schedule C) owner I am prepared to endorse him as particularly knowledgable and capable. The fact...

4. Citizens Bank

Neighborhood: Back Bay

This Citizens Bank is great, the staff is friendly and knowledgeable and there is hardly ever a line!!...

5. Savage Insurance

Neighborhood: Inman Square

I've been a customer of Savage Insurance for nearly 10 years now, since I first came to live in the Boston area. Richard Savage is really the nicest man, knowledgeable and friendly and would never...

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