These people spend a ton on marketing to folks who have little financial knowledge. There best…read moreclient is one who knows nothing about financial planning or financial advisors. They are a VERY EXPENSIVE (1-1.5% or assets under management) fee for services outfit with little depth. Best to consult with a fee for services fiduciary who will give you much more impartial and reliable service for a fraction of the cost.

Very disappointed with their presentation. I signed up for Tuscan Kitchen in Salem, information…read moredinner. The presentation they made was so basic (what is a stock, what is a bond), that I was embarrassed for them. They have little depth their ranks(no CFP's, CPA...) Their chief investment officer had limited market experience, and the information he provide was lack luster at best. They charge 1-1.5% a year, but provide little added value for this fee. If your next egg is $0-$500k, suggest you go with Vanguard as they provide great low cost index funds and great free support. At $500k plus and if you have a complicated investment portfolio, suggest you research other wealth manager with more experience. This team is really lacking in that area.

Without a doubt five stars, I was not sure what to expect when I decided to sit down, but I can say…read moreEric exceeded my expectations. I was thoroughly impressed with the way Eric handled the whole affair. He wasn't pushy or arrogant but confident with the information he presented and really took the time to lay out various investment options for me. What I was most impressed with was that Eric explained how all the products work and let me decide which to chose, NO SALES PITCHES!!!! In the end we came up with a portfolio that I feel very comfortable with. I have had difficulty in the past trusting someone with my finances, but I am very happy that I did. I would strongly suggest giving Eric a call (617)691-2111.