McAdam, a well-known financial planning firm in Boston, Massachusetts, boasts Joe MacDonald as their Vice President and Financial Advisor. As the leader of their Boston office, Joe emphasizes the importance of clear communication in guiding clients toward their retirement goals. He offers a range of services, including financial planning, asset management, and insurance consulting. At McAdam, they pride themselves on revolutionizing the concept of financial advice, aiming to elevate both you and your future to new heights. With a vast network of advisors spanning four offices, they provide an integrated platform of services, tools, and extensive experience to bring greater clarity to your financial situation.
3 Best Financial Services in Boston, MA
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MCADAM FINANCIAL REVIEWS
In McAdam I worked with Joseph MacDonald. He has done a great job explaining complex financial concepts in a clear and concise manner. Educating me on the pros and cons of various financial decisions, ensuring that I fully understand the implications of each choice. Joe is a great listener and took the time to understand my financial goals and concerns. Thanks to Joe's expertise and dedication, I have complete confidence in the financial decisions I've made with his guidance. He has truly gone above and beyond to ensure that I feel informed, supported, and secure in my financial future. I would highly recommend Joe to anyone in need of a trustworthy and knowledgeable financial advisor.
I am very satisfied with the financial planning relationship that I have with McAdam Financial. My investment advisor, Matthew Donohue, has helped me develop and implement a rational retirement plan. Matthew has demonstrated strong knowledge of the product universe. After consultations to understand my circumstances and goals, He has helped me more creatively use various products to optimize the risk/reward characteristics of my retirement portfolio. Without hesitation, I would highly recommend McAdam and Matt to others.
My wife and I began using McAdam and more specifically working with Joe going on several years now. Joe has taken the time to get to know us and our financial goals, he keeps us abreast of any adjustments that may benefit us, and he is always available to answer any questions we may have. It has been a great experience and we look forward to our continued work together! Our experience is an indication of the quality expertise and professionalism that McAdam stands by.
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Concierge Wealth Management is a locally-focused firm committed to fulfilling individuals' and families' financial planning requirements, seeking unbiased, thorough, and independent guidance. Their services are meticulously tailored to address the distinct and personalized needs of each client, whether they are an individual, family, or small business. Their ultimate objective is to offer customized strategies that can adapt and evolve alongside clients as they navigate various life milestones. They provide comprehensive services, including investment management, financial planning, and impartial advice and recommendations. Their satisfaction stems from the knowledge that they have aided young professionals, growing families, and retirees in pursuing their financial aspirations. Working with integrity and objectivity, they prioritize their clients' interests, employing a holistic and comprehensive approach beyond mere investment advice.
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Fri: 9:30am - 4pm
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CONCIERGE WEALTH MANAGEMENT REVIEWS
I have been working with JB for almost a year now. As someone who knew very little about investments, retirement, and finances in general, I knew enough that I needed guidance. JB is exceptional at explaining options, preparing me for my financial future, and helping me feel in control. I highly recommend him for anyone who feels they want to be better prepared for the future and doesn’t know how to start.
JB has been handling my finances for years, working with me to meet both near term expenses and long term goals. From little things like helping with individual investments to ensuring retirement accounts are properly balanced, JB handles everything to make sure the process is easy and my portfolio is where it needs to be.
I have worked with JB for years and he is extremely knowledgeable and helpful. He has been incredibly helpful in making sure my family has what we need to be financially secure. I recommend him highly.
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'Beyond Your Hammock' specializes in offering fee-only financial planning and wealth management services to professionals in their 30s and 40s. Their primary objective is to provide you with a tailored strategy that maximizes your financial potential, allowing you to enjoy the rewards of your hard work fully. In addition, they prioritize empowering you with the necessary knowledge and education to feel confident and at ease with your investment strategy. By equipping you with the right tools, they enable you to lead a fulfilling lifestyle today while responsibly planning for tomorrow. BYH's mission is to assist clients in making optimal financial decisions regarding their cash flow and investment portfolios. They utilize investment portfolios built with the esteemed Dimensional Fund Advisors (DFA) funds.
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Fri: 9am - 4pm
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BEYOND YOUR HAMMOCK REVIEWS
Eric and his BYH team has been our financial planner for about 5 years now. We were looking for a partner to help us define our short and long term financial goals and how to get there. His high touch approach is second to none. Eric and the BYH team get it. They have been instrumental in all things financial planning and have helped us map out how to achieve the many goals we have set for our family, from purchasing a home, to renovating it, to planning for kids and retirement. We have changed behaviors as a result of his coaching and rarely make a financial decision without consulting him first! His vast network of connections includes CPAs, attorneys and other resources who can help optimize taxes, school loan repayment and so much more. He responds quickly and goes above and beyond alllll the time. We are so grateful for Eric and the BYH team and look forward to working with him for a long time to come.
I had had the pleasure to work with Beyond Your Hammock for the past couple of years. Having been exposed to various financial advisors in the past who always tried to push to me products they would benefit from, BYH always focuses on what is important to their clients, with regular reviews to ensure that you are on track of your goals and to re-evaluate what is important to you. Other two things that I love about BYH, is (a) the approach around not only helping you with your financial planning but also educating you & (b) being flexible and adaptable to the changes that happen on a yearly/monthly basis. I would highly recommend them and trust them with your future.
My wife and I have worked with Eric for close to a decade now. He helped us from starting a financial plan as a couple to building and managing our investment portfolio. The thing I appreciate most is he patiently explains the logic behind his recommendations so we learn as part of the process. His team has grown a lot since and they’ve always been super responsive and helpful.
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