Peace of Money

2 recommendations and reviews from 2 people

• Referral from September 12, 2015
  

  Jess W. asked:

  Does anybody have a financial advisor they work with and would recommend for a family just starting out in investing? Looking for a long-term relationship with someone in a financial services firm, not fee-for-service.

  

  Alan F. replied:

  I have been very happy with Charlo Mauer at peaceofmoney.com in Watertown.

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• Referral from October 3, 2013
  

  Sue P. asked:

  Boston friends, can any of you suggest a personal financial advisor? Preferably someone who works with heart and conscience...

  

  Patricia B. replied:

  Charlo Maurer, Peace of Money 617-744-0193. Watertown.

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