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The Financial Advisors - Newburyport, Massachusetts

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 40R Merrimac St #101w, Newburyport, MA 01950, United States.
Phone: 9784636660.
Website: the-financial-advisors.com
Specialties: Financial planner, Investment service, Tax preparation.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of The Financial Advisors

The Financial Advisors 40R Merrimac St #101w, Newburyport, MA 01950, United States
☎️9784636660

⏰ Open Hours of The Financial Advisors

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

The Financial Advisors

Una empresa de asesoramiento financiero con sede en Newburyport, MA 01950, United States que ofrece servicios de planificación financiera, asesoramiento de inversiones y preparación de impuestos.

Esta empresa ha sido reconocida por sus clientes por su atención al detalle y su capacidad para entender las necesidades financieras de cada individuo.

Algunas de las características que destacan The Financial Advisors son:

Ubicación: 40R Merrimac St #101w, Newburyport, MA 01950, United States

Teléfono: 9784636660

Sitio web: the-financial-advisors.com

Especialidades: Planificación financiera, Servicio de inversiones, Preparación de impuestos

La empresa también cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y una entrada y un baño accesibles.

Los clientes recomiendan hacer una cita con anticipación para asegurar un horario conveniente.

Otras características

Wwheelchair-accessible car park

Wheelchair-accessible entrance

Wheelchair-accessible toilet

Toilet

Opiniones

Esta empresa tiene 4 reseñas en Google My Business.

Media de opinión: 4.5/5

Conclusión

En resumen, The Financial Advisors es una empresa de asesoramiento financiero con una reputación sólida y una ubicación conveniente en Newburyport, MA 01950, United States. Su equipo de expertos está disponible para ofrecer servicios de planificación financiera, asesoramiento de inversiones y preparación de impuestos. Con sus instalaciones accesibles y sus buenas reseñas, es una excelente opción para aquellos que buscan asesoramiento financiero confiable.

👍 Reviews of The Financial Advisors

The Financial Advisors - Newburyport, Massachusetts
Amanda W.
5/5

I was recommended to Patrick McCoy at The Financial Advisors on a local moms board. Hubby was reluctant at first but we’ve had two meetings now and numerous emails and I’m so happy we did!! Not only has Patrick helped us believe that we can conquer our debts and given us a clear and realistic strategy for doing so, but he’s essentially pulled in a team of support to help us with all aspects of our financial well-being. I feel like we finally have clear direction and advice that makes sense for us. The office is spacious and welcoming and it’s so convenient with free parking! I HIGHLY recommend Patrick and The Financial Advisors!!

The Financial Advisors - Newburyport, Massachusetts
Ken S.
3/5

My wife and I consulted The Financial Advisors after a relative left me a small inheritance. We wanted to get advice on how best to use it, as well as get a better understanding of our financial situation and future. For the first three years or so we would meet with Bob Miller, a principal, once a year to go over any changes that had occurred, and to discuss how to tweak our investments. We very much liked this arrangement. We got excellent advice and a good financial roadmap. Their fees were extremely reasonable.

Then our yearly meetings got pushed back to every two years. And we no longer met with Bob, but with one of his second or third string staffers. It didn't take long to get the message that we were not much valued as clients anymore, most likely because we were just a working middle class couple that would not be bringing the company much profit. We soon ended our business relationship.

If you're super rich, definitely contact them. If not, keep shopping.

UPDATE 5/28/2022:

Any good financial advisor should be a fiduciary. This means that they always act in your best interests. I once asked a principal of this firm if the advisors there were all fiduciaries. Instead of a simple “Yes,” he replied that it was “complicated.”

The Financial Advisors - Newburyport, Massachusetts
James R.
5/5

Great experience! Got our finances into shape and gave us peace of mind.

The Financial Advisors - Newburyport, Massachusetts
Victoria T.
5/5

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