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LPL Financial
Referral from
Mar 26, 2014
Emerald P.:
Does anyone know a good financial advisor? Or have any experience with debt consolidation?
Carlie H.:
Freiwald Financial Planning http://www.lpl.com/Freiwald/ Phone: 360-210-4264 Paul Previte - Ameriprise Financial Services
Referral from
May 15, 2014
Jacquelyn S.:
Anyone know a good financial advisor?
Paula M.:
Paul Previte - Ameriprise financial.617 580 4135 Michael Weiner
Referral from
Dec 16, 2014
Parenting M.:
Looking for a CPA or Financial Advisor who specializes in serving Special Needs Families for an article collaboration for our...
Darcie H.:
Michael Weiner***Business Phone: 617-526-9307E-mail Address: michaelwweiner@financialguide.com Modera
Referral from
Oct 03, 2013
Sue P.:
Boston friends, can any of you suggest a personal financial advisor? Preferably someone who works with heart and conscience...
Beverly B.:
Laurie Burkhardt at Modera. 617-247-0518. 535 Boylston, Ste. 300
Referral from November 23, 2015
MichaelKitces asked:
Quick Poll - who's the best "Economic Update" speaker you've seen at a financial advisor conference? Good econ content + entertaining?
David M. replied:
Dr. Esmael Adibi of https://www.twitter.com/chapmanu is far and away the best. He comes annually to https://www.twitter.com/fpaorangecounty https://www.chapman.edu/our-faculty/esmael-adibi
Tom M. replied:
Alicia Modestino is a very good Econ presenter https://www.twitter.com/sassermodestino
Steven F. replied:
Chris Thornberg from Beacon Economics is awesome https://beaconecon.com/people/bio/christopher_thornberg
Jonathan H. replied:
Chris Kuehl ( https://www.twitter.com/armadakuehl ) from Kansas City is always good and entertaining.
Scott H. replied:
I always enjoy https://www.twitter.com/timmerfidelity from Fidelity.
Dana A. replied:
John Mauldin is great and Wes Wellington from DFA.
Referral from May 15, 2014
Jacquelyn S. asked:
Anyone know a good financial advisor?
Susan S. replied:
It is One America Financial Partners. www.oneamerica.com. His name is Kris Galenski. Phone number is 413 230 7320. Will be out of town until Monday.
Michelle F. replied:
Marcus Papajohn of Integrated Financial Partners, Waltham & Quincy offices 781-373-4419
Marianne S. replied:
Dana Rosen, Claro Advisors
Marianne S. replied:
617-379-3229.
Marianne S. replied:
Dana Rowen, Claro Advisors
Kim B. replied:
My brother is an attorney and a financial planner. Give him a call 617-957-1089. He will take care of you. Matthew Gallagher
Wendy S. replied:
That's what we do at Raymond James in Hingham!!
Norma P. replied:
Wendy Solari is the best!!!!!
Referral from December 16, 2014
Parenting M. asked:
Looking for a CPA or Financial Advisor who specializes in serving Special Needs Families for an article collaboration for our January/February Issue, please message us...
Michael K. replied:
Which country as I am from Sydney, Australia. More than happy to assist . Website www.wealthandlifestyle.com. au
Referral from November 2, 2013
Keandrea S. asked:
I need a financial advisor
Al D. replied:
call dlb services inc@6172975420 and ask for Donna Barboza or set up an appointment to see her she can help you
Tip M. replied:
800-769-3571 ext. 4310 ask for Tai :)
Shaena L. replied:
I use DLB SERVICES INC as well she does my book keeping for my business. is that what you are looking for though? or do you more so need assistance with managing your finances and budgeting so you are doing more saving and less spending?
Keandrea S. replied:
More saving less spending Shaena McDaniels Lawyer
Referral from November 12, 2015
EvaEJansen asked:
I'm so bad at spending money wisely I need a financial advisor #boston please help.
Jack M. replied:
Make more money. Problem solved. Have a car? Drive for Lyft and earn $1000 bonus after first 50 rides https://www.lyft.com/drivers/JACK3510
Referral from February 9, 2014
Bethel S. asked:
Hey folks - can any of you folks in the Boston area recommend a tax preparer who also can act as a financial advisor? Thank you!
Neale E. replied:
I'd go with Mitt Romney's guy. He seems to have figured out how you make millions and not pay a dime.
Junior G. replied:
Hugues Marcelin is a great tax accountant. Tell him I sent you.
Debbie M. replied:
Jennifer Lane at Compass Planning has been super helpful for us
Referral from January 18, 2014
Liss B. asked:
Anyone know of a decent paying secretary, administrative assistant , financial advisor (willing to train on anything) job opening not in Boston???...in box me please...
Referral from September 26, 2013
Lucy J. asked:
I need a financial advisor
Referral from February 28, 2014
Stefanie F. asked:
I need a financial advisor, any recommendations out there?
Referral from November 10, 2014
Anne G. asked:
Does anyone else feel as good as I do after a meeting with there financial advisor!?!#showmethemoney
Referral from November 23, 2014
Aarti S. asked:
Can anyone suggest good financial advisor in Boston area ? TIA
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