cynthia
- "Richard is a very friendly and professional financial planner. He also has an open door policy, so I feel comfortable calling him whenever I have... more
Kaplan Financial(617) 527-15572227 Washington St, #300Newton, MA
User Rating: Good (3)
Iris
- "Like many others, I have had mediocre-to-bad experiences with with the big name brokerage houses. Finding Susan has been a blessing, and relieved my... more
Jimes
- "A tremendous company... very helpful and attentive to my needs. Developed a plan specifically for my situation and it has worked great! Thanks!"
Amie R.
- "I started using Cyndie's tax and financial services while I was still in school, and her expertise and guidance helped my pay off a high balance... more