3 Best Financial Services in Boston, MA

I've entrusted my finances to JB for over six years, and I couldn't be more pleased with the support and expertise he provides. As someone without a finance background, I really appreciate how JB takes the time to explain financial and investment matters in terms that I can understand. He is incredibly thorough, often using graphs or charts to illustrate his points, and he ensures I feel comfortable and informed before making any decisions. After each conversation, JB sends me detailed notes, including action items and next steps, which I find incredibly helpful. The tools I use to check the performance of my investments--both the app and website--are user-friendly and intuitive, making it easy for me to stay on top of things. What stands out most about JB is his responsiveness and genuine care. Whether I email, call, or text, he always gets back to me quickly, and he never makes me feel rushed. In fact, he often goes above and beyond, providing thoughtful advice on my financial situation even outside of our scheduled meetings. His calm demeanor and deep knowledge of investing make him a pleasure to work with, and I always feel confident that he has my best interests in mind. JB has also been wonderful about personal touches, like wishing me a happy birthday each year and sending holiday cards. It's clear he truly cares about his clients. As my life changes, JB takes the time to review my investments and ensures they align with any new circumstances.

I highly recommend JB and Concierge Wealth Management to anyone looking for personalized financial advice and planning. From the moment I reached out to JB to roll over my 401k after starting a new job, he has been incredibly attentive and forward-thinking. JB not only helped me optimize my investments for my new job, which have performed exceptionally well, but he also assisted me in planning for major life milestones like starting a family and purchasing a home. His proactive approach and deep understanding of my financial goals have made a significant difference in my financial stability and future planning. If you're seeking a dedicated and knowledgeable advisor who truly cares about your financial well-being, JB is without a doubt the best choice. I'm grateful for his expertise and would confidently recommend him to all of my friends and family.

I’ve been working with JB for two years, and it’s been a great experience. He’s professional, punctual, and organized, always setting up regular meetings and keeping track of our conversations. He’s also super responsive, which makes it easy to get my questions answered quickly. On top of that, he’s genuinely personable—he remembers my cat’s name, which most people don’t! Little things like that, along with his solid financial advice, make me feel like I’m in good hands. I’d highly recommend him to anyone looking for a reliable and thoughtful financial advisor.

Eric and his team have been nothing short of amazing. I started working with them last year and have been able to have the confidence and understanding of how I'm tracking towards my financial goals, which has been a huge weight lifted off my shoulders. Working with BYH, I've been able to also make smart investment decisions that I don't think I would've been able to do on my own. I feel confident in my financials, my goals, and where I'm headed all because of BYH. Could not recommend enough.

Eric wasn't our first financial partner but it feels like he'll be our last. Lots of people can invest for you, but Eric and his team are investors, guides and coaches. They are clear, serious about your money and human-first. They don't judge your choices or tell you what they should be. They help you identify them, and then help you stay on track. Lovely people with all the financial savviness you need.

Eric is an excellent Financial planner that really works to make his clients as financially successful as possible. Highly recommended.