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.

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.

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.

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!!

I worked with MCU to obtain a HELOC loan. The rate was very competitive but most impressive was…read morethe speed & the flawless execution among all internal MCU departments to finalize the loan. From the initial contact with David Varno, Mortgage Specialist to Lynne Grenier, Sr. Loan Processor to Alexandra Gilberg, Branch Manager at the beautiful Peabody-Andover St. location, the professionalism was exceptional. My hats off to such a dynamic team. Thank you. Tom L.

From the owner: Metro Credit Union is the largest state-chartered credit union in Massachusetts, with over $3.4…read morebillion in assets. Metro provides a full range of financial products like checking accounts, savings accounts, personal loans, mortgages, vehicle loans, commercial loans, retirement planning, and more. Metro serves more than 220,000 members in MA and NH, as well as employees of over 1,200 companies through its Metro@work program. Founded in 1926, Metro operates branch offices in Boston, Dorchester, West Roxbury, Burlington, Chelsea, Framingham, Lawrence, Lynn, Medford, Melrose, Newton, Peabody, Reading, Salem, and Tewksbury. Our Andover Street location in Peabody offers an ATM, coin counting machine, and notary services.

Very knowledgeable, friendly staff. Most importantly makes you money! Not afraid to say yes or no,…read morein other words the truth, not just what you want to hear. Highly recommend.