Marshall Tisdale and Diana are an amazing team. They have the perfect balance of expertise and…read moretrustworthiness. I would never have anyone else manage my investment portfolio. They keep tabs on my investments and deliver personal service. They always tailor their advice to my specific needs. Kathy F

I knew Marshall ben Tisdale at Edward Jones for a while and always heard good things about his…read moreprofessional career. Finally, I decided to discuss my financials and early retirement plans with him and went to see Marshall in his office which is conveniently located off exit 32 (I-495) in Westford. Being a small business owner, I had plenty of questions related to my current and future finances especially if I was to offer any type of benefits to my employees. Marshall explained the differences between different programs and was able to suggest a few options which would work the best for me personally, and for my business. Thanks to Marshall, now I have some idea about IRA, Roth IRA, & 401K. He's got my business and I will highly recommended him to everyone who is looking to plan for the future.

This is a review regarding Edward Jones located at 6 Alpine Lane, Chelmsford MA…read more Edward Jones has been handling my wife's and my retirement accounts for the last 15 years. We used to live in Massachusetts and have since moved to Rhode Island. We were friends with the original broker and that is why we had originally signed up with Edward Jones. We both have our individual IRA account there as well, as other accounts. Recently I received a statement stating that shares were sold? I emailed the admin Mandy asking for clarification, she replied shares were sold because of the yearly maintenance fee of $40 for my IRA account, I told her in the past I would receive a bill for the $40 and I would send out a check. That I do not want shares sold for $40! She states that is there policy when I signed up 15 years ago! I replied well it had never happened before! I told her from now on she is not allowed to sell anything on my behalf or my wife's before getting written approval from us. She was very unwilling to listen and not very helpful, today I receive a call from the office in providence stating my account has been transferred??? I ask the new rep who transferred my account??? He replies he did not know?? I never authorized anyone to transfer my account??? So how was my account transferred??? If you want a broker that values you as a client and treats you and your family and your money with respect I think you will be better served with another broker then Edward Jones in Chelmsford Ma! My wife and I will be transferring our accounts and I suggest anyone looking to start a relationship with Edward Jones to rethink their decision! It is your money and you deserve better!!! FYI... Mandy when you are dealing with people's money you should be more understating or maybe find yourself another line of work......

From the owner: Edward Jones is an investment firm that believes your financial goals deserve a face to face…read moreconversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I am 60 years old and needed some assistance getting ready for retirement. A friend referred me to…read morePeter and I couldn't be more pleased. He helped me get my current assets in order with the goal of optimizing my nest egg and tax situation as I move in to retirement which won't be for 6 years. I would not have been able to do any of this on my own. He and Jen answered all my questions and inspired trust in any final decisions I made. We also discussed estate planning, long term scenarios for when I am much older, potential health issues, planning for assisted living etc. I am not a homeowner and do not have a large nest egg but I was still treated with the same a respect and attention to detail that I am sure he gives his much wealthier clients. Tough to trust anyone these days but he gets my endorsement!!

From the owner: Financial Planner, Investments, Retirement Planning, Financial Advisor, Estate Planningread more

Taylor was efficient,helpful and absolutely wonderful from the time we started our home buying…read moresearch. We are from out of town and needed help to do all of the paperwork on line. Taylor also showed a genuine concern for our needs an wants. Thank you Taylor for all your help!

From the owner: My name is Taylor Adams, I have lived and worked in the Boston area for nearly 10 years. I've…read morealways been passionate about real estate, I started my college career in architecture, worked for a large real estate firm, then after graduation started investing in real estate, and now work as an agent to help other people find their dream homes! Whatever you are looking for, whether that be a single family house, a condo, multifamily, or beyond, I'm here to help you find the property that best fits your needs. Even if you aren't exactly sure what that might look like yet, I'm here to walk you through and help you find that right match. I look forward to working with you!