Steer clear of this business. I unwittingly placed by trust in agents who I feel were deceptive…read moreand unknowledgeable, and the result was the loss of many tens of thousands of dollars. They are not obligated to place your interests above their own, which I learned the hard way. I had to pay a fee-based firm to understand the details of my plans with Baystate and learn that I was misled. They were unprofessional on top of the financial loss. Don't make the same mistake ... there are many other alternatives.

Run away from them as fast as you can! MML Investors Services in Springfield is affiliated with…read moreBaystate Financial and they will try to get away with as little effort as possible. I finally removed all my money from MML/Baystate after over a decade of getting no help or advice. I got stuck with their financial advisor, Timothy Curran, as a result of my original advisor leaving Met Life. Once I moved out of state, Timothy Curran never even called me once a year to check in over the past 15+ years. When I called him, I rarely got to talk to him directly and if I did it was very brief. He provided no guidance. I usually spoke with his assistant Karen who gave me an attitude whenever I had a question/problem and was not helpful. Whatever other money I had to invest, I went elsewhere. When I finally transferred all my money from MML/Baystate to another financial advisor with another company, I was charged for a negative balance that I found out had incurred prior to Oct 2015 (after weeks of my investigation) when Met Life merged into MML. No one told me about it or alerted me to that problem or to the fact that I was getting a 5% interest charge on the negative balance every month. I could've easily paid it off 7 years ago. It was the result of an investment that had fees that outweighed the profit, so when I asked Tim what happened to the account when I first noticed it missing on my report, I was told it was closed out. No advice, no other explanation or instructions. When I called Tim Curran for an answer in 2022 about why that negative balance kept continuing to accrue interest charges and why wasn't I told about it before 2015, his assistant said, "How should we know? You should contact MML to find out. We wouldn't have any idea why they did that!" I called MML over 10x and got a different person each time that had no idea what was going on. After more than a month of calling MML, I FINALLY spoke to a young man that explained what happened. It took him 2 minutes. He felt bad that nobody was willing to help me and actually gave me erroneous information (I was told I was wrong - that it was a credit not a debit). Tim Curran and MML couldn't bother giving me that help and info. When I asked for reimbursement for the interest charges since 2015 due to negligence on MML/Curran's part, I was denied. By the way, when I was told to call Baystate Financial directly, and was given 5 names of people to talk to, I could never get through to a human. And all the people I was told to reach to get help had voicemail boxes that were conveniently full!!

Always get answers to my questions and prompt help in filling out forms, depositing checks etc…read more have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my…read moreassigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too.

I will save you ALOT of wasted time, frustration and stress! Who needs that in our long awaited…read moreretirement years right. This office in Lynnfield knows NOTHING about providing quality, customer focused, wholistic financial planning and or customer care. They seem to dislike veterans, RNs and perhaps just all seniors in general. Chris White the manager is not managing this business in a positive and productive way. Skip this business all together. Charles Schwab does NOT care about people... they only care about money. DONT trust this bunch in Lynnfield, you will regret it.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Doug Glynn is the classic advisor that steers clients into high fee, high commission investments…read more He put me into a non traded REIT that was completely inappropriate for my portfolio and that has continually lost value throughout the last 10 years of recovering real estate prices. He is not to be trusted.

Great to work with. Been with for tax prep past 20+ years. Never had any follow up issues with…read moreIRS. A good great thing!!!

This email was my last correspondence with Mr. Burton after being his client since 2009. My father…read morehas been his client for over 20 years. That's how I was introduced to Mr. Burton. Every year I brought my taxes, they were done in one day, I paid $300.00 every year. Easy as can be. Until there is a problem. Mr. Burton does not like to be questioned or asked for your year before's taxes. This email, to me was so mean and hurtful. It literally brought me back to my school days where I did attend class for learning disabilities and was bullied about it. This review is long over due as my business ended in 2017 with this accounting office.

Upon my mother's death I needed to access her assets for the estate. The assets were all going into…read morea trust for my disabled father. I contacted Investors Capital to help me do this. I faxed them the forms they needed and in turn they emailed me the complicated financial forms that I needed to fill out with a 5 page (small script) list of instructions on how to fill out the forms. I am a college educated person and I filled out the form to the best of my ability and mailed them off. Then waited 3 months for a check. I them emailed Investors Capital and asked how long the process should take. They then explained that I should send the forms again. The forms and death certificate were never acknowledged nor returned. Meaning that I could have waited a year and never would have been notified. I then filled out the forms again and mailed in another death certificate and two weeks later received an email form Investors Capital that was simply a forwarded email from the parent company written to him stating that the client forms were filled out incorrect and the forms wouldn't be accepted. (and the death certificate wouldn't be returned) The way this email was written one would assume that the parent company expected the representative to be filling out the forms. Like every financial adviser that I have ever worked with. Not once did the representative offer to help me fill out these forms. He never made any attempt to assist me in anyway other than send me 1 sentence emails. I finally had to have my lawyer deal with him. I can not believe that my 80-year-old mother was involved with a company as heartless and neglectful to their customers as this one. STAY AWAY

I've been with Investors Capital for over 7 years and I have nothing but wonderful things to say…read moreabout the company. Everyone there really cares about the clients they are serving and I would recommend them to anyone.

Amazing staff and results. Plan on going here for all my additional investment needs.read more

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Bernie Caniff has been our corporate CPA since 1996 when MIT created us as an independent…read moretechnology transfer corporation for its Facilities Management software that we distribute and support for other non-profit Higher Ed and Healthcare institutions from the Pacific Rim to the EU. He has proven time and again to be very knowledgeable of all State and Federal corporate reporting and tax requirement's. Over the years I have also sought his advice on a number of business issues. Never once has he failed to provide the best possible advice and guidance over all these years. As such, I have no hesitation in offering my highest recommendation for Caniff and Associates. Kreon Cyros President and Chairman OFMS, Inc. dba INSITE

I highly recommend Canniff & Associates. They are always very professional and responsive. Always…read morewilling to answer any of my tax related questions.