I've been working with Dan and his team for years and cannot recommend him enough. I trust him…read moreimplicitly!

Dan is a very conscientious advisor. He ensures that you understand your financial position and are…read moreaware of the potential risk and benefit of the approach he recommends. He is willing to meet to address your emergency concerns along the way. He has fastidious awareness of the funds he recommends. Most importantly, he engages you in the selection and decision making process to the extent that you are willing to participate. It is a pleasure to have had this financial relationship with him over the past twenty-two years.

I wanted to thank Mindi for listening to my situation. I didn't want any late fees and Mindi…read moretackled it pronto. I used the ACC program in 2015 and things have changed! But any question I had was answered directly and quickly. Thanks Shawna and Mindi and everyone else who paid attention to my concerns. Donna B.

Always professional and understanding! Had to calk today and spike with molly. They always answer…read moreyour question no matter what!

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Been trying to have my Mom's acct transfered to me for 6 months. They keep telling me they either…read more"hit a Snafu" or don't know how to set up an acct or send a docusign! This place seems shady and I may never get my inheritance from them. They can't set up an Acct????!!!! Incompetent or criminal?? STAY AWAY.

Financial Services Company. They found my resume on Monster…read moreand said I would be a good fit for their company. An "interview" was set up for me. I arrived to find out it was not an interview but an information session with other "candidates". A rep from the company gave an overview and handed out a questionnaire -- basically asking what type of contacts I have and if I will be willing to lean on them to buy financial products. I answered honestly and said no -- my gut tells me i won't hear back from Moody Street Group, LLC I felt mislead and will stay away. Waste of a morning and my valuable time.

Nathan is great. He has been a financial advisor for 15 years in Wellesley. He understands how to…read morelisten to people and help them save money to accomplish their financial goals.

When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

I have called the Armstrong group 3 times for a booklet on trusts and have Never received any…read moreinformation or a booklet from as promised. I have spoken 3 times with the person who answered the phone. Each time they have taken my mailing address and then NOTHING. It's been weeks. If they can't even send a booklet in the mail I wouldn't want them handling anything else.

I have done business with Barry Armstrong just about when he came into business. My wife and I knew…read morewe needed an advisor because we were retiring and were totally mesmerized by all,the offerings at that time. Believe me it is scary to relinquish control of all your financial accounts but we did and 14 years later we are totally happy with what Armstrong Advisory has done for us. Through all the turmoil of the past decade,we have not lost a penny. What I looked for was an honest company based on integrity and I got that! I need financial security in my late years and that is still a priority and feel confident ,it will continue. Thank you Barry and glad I met you.