Boston Financial Services Reviews

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Wainwright Bank & Trust Co
Neighborhood: Central Square

647 Massachusetts Ave
Cambridge, MA 02139

Brandon V. writes: I have a simple checking and free savings account with Wainwright and love the bank. The Central Square location is great, and the people there have always been helpful and friendly.

Hint - if you are a customer of this bank you can park for free at…

Wainwright Bank & Trust Company

176 Alewife Brook Parkway
Cambridge, MA 02138

Phil D. writes: This is the best bank around. They are friendly, local, the online banking is great (recently upgraded), and if you use automatic deposit, there are no fees. Excellent.

If you're using Bank of America or some other megabank, do yourself a favor and…

Upromise

117 Kendrick Street
Suite 200
Needham, MA 02492

cherie c. writes: So easy! We consult upromise.com before shopping or dining. If it's convenient and doesn't cost us extra, we go with a upromise vendor. A percentage of our purchase is credited to my boyfriend's med school loans. $1 here and there adds up,…

Savage Insurance
Neighborhood: Inman Square

1305 Cambridge St
Cambridge, MA 02238

Tracee D. writes: Savage Insurance is the epitome of Inman Square. Richard Savage is always there and his trusty side kick assistants are always more than happy to help you with your car/house insurance. Walking in the office is like walking into your neighbor's house…

Sovereign Bank
Neighborhood: Financial District

100 Oliver St
Boston, MA 02110

Natasha A. writes: After hearing all the horror stories about Bank of America and Citizens, I just had to give a shout out to Sovereign. I am extremely satisfied with Sovereign and have never had a problem of any kind. Their fee structure is transparent, and they have…

Wainwright Bank & Trust Co
Neighborhood: Back Bay

155 Dartmouth St
Boston, MA 02116

Shannon F. writes: A few months ago, I decided that I wanted to bank on values. Now I have this beautiful, rainbow colored, tie-dyed debit card.

I couldn't be happier!

Massachusetts Financial Services Company
Neighborhood: Back Bay

500 Boylston St
Boston, MA 02116

Kevin T. writes: MFS Investment Management offers a wide variety of mutual funds across many sectors and investment objectives. MFS was the first mutual fund company and created the first mutual fund, Massachusetts Investors Trust, in 1924. There vast resources and…

Winchester Co-Operative Bank

19 Church St
Winchester, MA 01890

Jeff D. writes: You can BANK on us:

The Winchester Co-operative bank is a great place to get to know Winchester as a community. It is a community bank where you can get all the services of a big bank without the hassle. The tellers are friendly and although parking…

Bank of America

808 Beacon St
Newton, MA 02459

Margaret H. writes: If you're looking to sign up with a bank with local offices, definitely go Bank of America. They have the most national branches, and you practically can't turn a corner in Boston without running into one of their ATMs. You can get a basic checking…

The Tax Office

2066 Revere Beach Parkway
Everett, MA 02149

Dorothy M. writes: Here's where my Son and I get our taxes done.

Bob Shoemaker is the Tax Man for you.

He will take good care of you, and will save you as much money $$$ as he possibly can.

So next Tax season remember, " The Tax Office".

Life doesn't have to…

A-Affordable Insurance Agency

1111 N Shore Road
Revere, MA 02151

Dorothy M. writes: The only place to replace your canceled Auto Insurance.
Free Quote Line 1-800-89-SAVES
They have 9 locations Brockton, Framingham, Lawrence,Leominster, N. Attleboro, Watertown and Worcester.
:-}

Citizens Bank
Neighborhood: Harvard Square

1290 Massachusetts Avenue
Cambridge, MA 02138

Peter P. writes: Citizens bank has been very good to me. I can't tell you the number of Boston based banks i have had. Bay bank, bank Boston, Cambridgeport bank, and Citizens ranks right at the top. They couldn't be more useful, and attentive. Their banking staff is…

Cambridge Trust Company
Neighborhood: Huron Village

353 Huron Ave
Cambridge, MA 02138

JJ G. writes: I've had an account with the Cambridge Trust Co. since I was little. In an age of huge banking giants eating other huge banking giants, this tiny indie bank still only has a handful of branches (and in only the BEST neighborhoods- daaaahling) and…

Central Bank

1192 Boylston
Brookline, MA 02445

Emily M. writes: I came to Central Bank after being burned by a number of other banks.
Overcharged, and under appreciated, Central Bank is a bank I actually TALK about---voluntarily!
Great staff, great service. Little to no fees and a member of the SUM ATMs.
I would…

North Cambridge Co-operative Bank
Neighborhood: North Cambridge

2360 Massachusetts Avenue
Cambridge, MA 02140

edwin m. writes: NCCB seems to be a sleepy little single-branch bank. I'm with them because in hte mid-90s they were the only local bank that would allow me to open a business bank account without city documentation, which I did not have at the time.

Not much contact…

East Cambridge Savings Bank
Neighborhood: Inman Square

1310 Cambridge St
Cambridge, MA 02139

Heather H. writes: I could not have asked for a better bank than ECSB. Their customer service is absolutely top notch. They have a feel of a small town bank where everyone knows your name and the confidence of a city bank. Though their location is no longer very…

Cambridge Savings Bank
Neighborhood: Inman Square

1378 Cambridge Street
Cambridge, MA 02138

Nick B. writes: They've got competeitive rates on Savings accounts and CD's. They've got really friendly customer service. They've got hours that work well with a 9 to 5 schedule. They've got free (for customers) ATMs. And they're part of the SUM network, which…

Metro Jewelry Appraisers

121 Mystic Ave Suite 6
Medford, MA 02115

Robyn L. writes: If you have any jewelry that you want to insure or sell, Metro can set you up with a pretty fast appraisal. I brought in a Rolex watch and two rings, and he had me out of there in less than an hour -- and he was more than happy to answer any…

Hatleberg Mortgage Corporation

167 Winnisimmet St
Chelsea, MA 02150

Brian H. writes: Look, this is my own company, so the five stars shouldn't be a surprise. But we're great. I mean I am. Whatever. The point is, it's difficult to find a mortgage broker who 1) knows what they're doing, 2) is accessible, and 3) delivers great service.…

Fidelity Brokerage Services LLC.
Neighborhood: Financial District

100 Summer Street
Boston, MA 02110

Mihir S. writes: OK, I just got off the phone with a customer service trade representative because I kept getting an error when trying to purchase a mutual fund online. Of course I was on the stock page and not the mutual fund page when trying to make the purchase.…

Mercantile Bank

423 Washington St
Brighton, MA 02135

Dan P. writes: This is the greatest bank in, like, the whole united states. No fees for anything, REALLY nice staff, they pay you money if you bring in old checks and atm card from other banks for shredding, checks clear with the quickness, SUM consortium member,…

Diane O'Brien, E.A.
Neighborhood: Davis Square

7 Davis Sq
Ste 3
Somerville, MA 02144

Christine C. writes: Diane prepared my tax return for me this year and I must say that she was very helpful as well as being cool and friendly. Diane is an Enrolled Agent (EA), which means she is a tax professional who has passed an IRS test covering all aspects of…

Watertown Savings Bank

175 Watertown St
Newton, MA 02458

Tonya T. writes: This is a great bank. Believe me, after leaving hellish Bank of America, it didn't take much for me to think that any bank would be great. But seriously, I am very happy to be a customer here.

Remember back to the days when you could call your bank…

Dynamic Capital Mortgage
Neighborhood: Coolidge Corner

1371 Beacon St., Suite #301
Brookline, MA 02446

Ryan B. writes: Purchased my first condo last year and was about as clueless as I am in a woman's clothing store. There are all these different programs and ways to qualify for different rates bla bla bla. I was introduced to this company by a friend and worked…

Cambridge Savings Bank
Neighborhood: Central Square

630 Massachusetts Ave
Cambridge, MA 02139

Stephanie W. writes: There is nothing like banking with a local bank. Great rates, competitive products, and exceptional service. I was a branch manager in the banking industry for about ten years and so I feel like I am a bit of an expert in this area.

Leader Bank
Neighborhood: Central Square

675 Mass Avenue
Cambridge, MA 02139

sarah s. writes: Oh how i've longed to combine two of my great goals in life, one, being the first person to review something, anything, on yelp.

And the other is spreading my love for my tiny little bank, Leader Bank.

As a person who'd been kicked from baybank, to…

Morgan Stanley
Neighborhood: Financial District

125 High St
Fl 24
Boston, MA 02110

Mani G. writes: Investments for small-mid size business owners. Including hedge funds, alternative investments, securities, real estate and full insitutional services.

Retirement and college planning also.

Contact Mani Ghedia, Financial Advisor (617 478 6514)

Barrows Insurance Agency Inc.

215 N Main St
Mansfield, MA 02048

Patrick B. writes: We all complain about car insurance, car payments, and the price of gas bleeding us dry of our hard-earned cash. But, while it's easy to see gas as a necessity (without it, the darn car just don't go), insurance is a vampire asleep in its…

Wainwright Bank & Trust Company
Neighborhood: Kendall Square/MIT, East Cambridge

1 Broadway
Cambridge, MA 02142

Mags L. writes: my socially conscious bank 'cos i like to do for society w/the littlest effort possible.

Dempsey Insurance

145 Railroad Ave
Norwood, MA 02062

Emily A. writes: I just bought my first car in 8 years (first one in Boston) and let me say Susan at Dempsey Insurance was fantastic. She helped me figure out how to get the lowest rate, dealt with the a-hole car dealership, and was professional as well as kind.…

Citizens Bank

305 Walnut Street
Newtonville, MA 02460

Alexis K. writes: I took out a loan through this Citizens Bank. Lovely, amazing people work there. So friendly, so concerned. It wasn't a linear experience (all sorts of confusing paperwork) or one I'd want to have again, but the staff there, particularly a woman…

U Promise
Neighborhood: Waterfront, South Boston

PO BOx 55555
Boston, MA 02205

Laura L. writes: Most who write reviews like to get the best goods and services at the best price, and just be treated right.

Upromise is pretty cool that way. You are probably already reading reviews and price comping before you buy big items. Upromise is good for…

Century Bank
Neighborhood: South End

710 Albany Street
Boston, MA 02118

Mary H. writes: I left Citizens for Century and I'm wondering why I didn't do it long ago.

Century is a bank that actually cares about it's customers and everyone that I've encountered has been human and real. You can feel that they are a small bank and not a…

Wainwright Bank & Trust Co
Neighborhood: Downtown

63 Franklin St
Boston, MA 02110

Nicole P. writes: I didn't know that rugby was a "gay" sport when I started playing in college and I didn't know Wainwright was a "gay" bank when I opened an account so even though my gaydar sucks for people, apparently it's good for organizations!

I'm not sure…

Harborone Credit Union

443 Belmont St
Brockton, MA 02301

Elizabeth H. writes: I enjoy banking with harbor one because it is right near my work. Also, you have the ability to bank online, transfer money and basically keep an eye on your accounts. It's easy to sign up and the coolest account is the Christmas account. You can…

The Bank of Canton

67 N Main St
Randolph, MA 02368

Sarah A. writes: I just love this place. They are so nice and friendly and they have great rates on everything. I also absolutely loved this. The last time I got a CD there they gave you a free CD (compact disc). LOL! Too funny Bank of Canton, too funny! I slap my…

Golden State ScholarShare Trust

66 Brooks Drive
Braintree, CA 02184

deb n. writes: I wanted to help with my niece's college education so I found out about 529 college savings plans and found this one online. I don't think I am investment savvy so I needed something that was easy to open and continue, I just needed her SSN and…

Doug J. Murstein, CPA

76 Beaconsfield Rd
Brookline, MA 02445

Michelle D. writes: Until I bought my condo I had always prepared my own taxes. Suddenly it became a labyrinth of forms, boxes and numbers that I no longer felt capable of handling on my own.

Doug Murstein is my go to guy for when I am stressing about my taxes. He…

Sovereign Bank
Neighborhood: Davis Square

Davis Square
403 Highland Ave
Somerville, MA 02144

Donkey K. writes: I used Soverign Bank for 3 years while I lived in the Boston area, and I have had a very good experience with them.

They offer true free checking, no stupid or large fees, and they treat you well. They have many ATM location thruout Boston area, and…

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