You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 359 Boston area financial advisors


Page 1 of 15 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

405 Cochituate Rd
Framingham, MA 01701 800-448-0570

Ratings:
?
?%    
?
All they wanted to do is sell me their products. - Oct 17, 2023

See all comments

TSW Wealth Management

205 Newbury St #201
Framingham, MA 01701 508-655-9303

Ratings:
?
?%    
?
I never would have been able to comfortably retire if not for his assistance. - Nov 08, 2017

See all comments

Christopher A Meninno

134 Turnpike Rd #300
Southborough, MA 01772 774-843-4940

Ratings:
?
?%    
?
I don't feel that he knows enough to give me better advice than I can figure... - Dec 24, 2013

See all comments

Financial Foundations

1 Research Dr #100-B
Westborough, MA 01581 508-620-1000

Ratings:
?
?%    
?
We work with Jason, he is incredible and really cares about his clients best... - May 27, 2020

See all comments

Northeast Investment Advisors

40 Speen St #202
Framingham, MA 01701 508-424-0686

Ratings:
?
?%    
?
No raters have left a written comment.

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.