If I could rate a zero I would. Hate to bad mouth a business but this one is worthy of it…read more Financial services and advisory businesses are generally tough to deal with but UWM is at the top of the list of tough to deal with, or get a straight answer from, or get a truthful answer from. In my experience with this Cranston Financial Advisory company the principal advisor mislead me on the advisory fees and never gave a direct and clear answer when I questioned her on it. This is not sour grapes because of a poor performance in the market - that happens even with the best of them, but this company just placed my investments into a cookie cutter model and never actively managed or changed the investments to more suitable and appropriate holdings for my situation. The advisory fee charged was not the advisory fee we agreed up at the onset. I would not recommend using this company based on my poor experience even though I tried in vain to ask targeted and direct questions for the fees charged- the advisor was not truthful or forthright and charged me well over and above the fee we agreed upon. I put my trust and faith in this company and relied on what was told to me in our meetings and phone calls and was insulted and astonished that I was repeatedly lied to. Once the fees were taken from my accounts they were gone for good as the advisory would not discuss the issue with me and lost me as a client forever.

Taxes in Retirement 567 was a free class I attended that they led. Great overall education about…read moreTaxes (obviously), Roth conversions, taxing on social security and investments, and a list of other things. Robert's teaching style is direct, quick and easy to understand. Only improvement would be to add some humor and sarcasm. After the seminar attendants can book a one hour followup to discuss their specific situation. I attended the follow-up with my husband. Met with Robert tax specialist and Luis financial specialist, and it was great. They asked for income/tax/retirement materials in advance, had each reviewed and discussed them before we met. They had recommendations and insights, were able to address all our specific questions and concerns and had specific recommendations about them. They didn't try to sell us anything and were the first financial guys who didn't push their opinions on us. Because of this I wanted to give back by providing this honest review. I highly recommend the seminar because it is a great baseline of knowledge. I more highly recommend going to Robert to get a complete review of your personal situation, their evaluation and recommendations. Their knowledge is complete, which is true of so many companies. Besides their knowledge, they are good guys. Smart, efficient, patient and great teachers. So thank you.

Associated with the New Northeast investment Group in Burlington Massachusetts under the guidance…read moreof Jason Ruel who had been extremely attentive to my personal and future goals and needs. This new association with the Burlington group should prove fruitful under Jason's watchful eye! I plan to completely monitor my new venture into making my portfolio work for me! Much thanks to this new Burlington Office!

I have been with Denise LaVoie since 1995. She is an excellent CPA and after 22 yrs of great…read moreservice, I could never go anywhere else! This firm is A+ ALL the way around, professional, sharp and savy and very reasonable!

Highly recommended accounting firm, especially for the self employed, home and small business…read morepeople and those who earn their living in the creative arts. Ask for Richard Streitfeld, CPA when you call for a consultation.

Susan Greenhalgh is wonderful! She got me motivated and helped me find ways to save money. I even…read moreopened a savings account for the first time since high school! Highly recommended!

From the owner: Guiding clients in strategies for achieving financial goals. Three packages are available in…read moreaddition to hourly coaching. My focus is on educating and encouraging clients to understand their financial position and make improvements to live their best lives - fully funded!

They answer all of my questions and keep me on track. They help me with my work benefits and…read moreallocate my 401k in the best funds. Easy to get to off I-195 or 95. The office is in between the Hot Club and Trader Joe's near the marina. . Great technology. If you want to get stuff done this is the place for you.

From the owner: Full RIA - Registered Investment Advisor. Registered Investment Advisor (RIA): Definition, Duties,…read moreand ... RIAs typically earn their income through management fees, calculated as a percentage of a client's assets under management by the RIA. Unlike broker-dealers, RIAs have a fiduciary duty to put the best interests of the client first. APMA as well. An Accredited Portfolio Management Advisor (APMA) is a finance professional specializing in creating, managing, and growing investment portfolios. APMA credential holders are recognized in the industry as top experts in asset allocation, investment analysis, risk analysis, and other facets of investment management.