Community Financial & Retirement Services - Leominster, Massachusetts

Community Financial & Retirement Services ist ein Unternehmen, das sich auf Finanzplanung und Anlageberatung spezialisiert hat. Dieses Unternehmen ist an der Adresse 30 Karen St, Leominster, MA 01453 zu finden und ist unter der Telefonnummer 9788404288 erreichbar.

Auf der Website commfinancial.com können Sie weitere Informationen über das Unternehmen und seine Dienstleistungen finden. Community Financial & Retirement Services bietet Onlinetermine an und ist mit rollstuhlgerechten Sitzgelegenheiten, Eingängen, Parkplätzen, WCs und Unisex-Toiletten ausgestattet. Das Unternehmen ist LGBTQ+-freundlich und es wird empfohlen, Termine im Voraus zu vereinbaren.

Community Financial & Retirement Services hat 10 Bewertungen auf Google My Business und die durchschnittliche Bewertung beträgt 4.6/5.

Das Unternehmen ist für seine kompetente Finanzplanung und Anlageberatung bekannt. Wenn Sie auf der Suche nach professionellen Finanzdienstleistungen sind, ist Community Financial & Retirement Services eine hervorragende Wahl. Wir empfehlen Ihnen, sich auf der Website commfinancial.com über das Unternehmen und seine Dienstleistungen zu informieren und Kontakt aufzunehmen.

Bewertungen von Community Financial & Retirement Services

Bob

5/5

I have been a client of Community Financial for over 20 years. The team there has worked with me to ensure my financial situation is in line for my long term goals. We meet (at least) yearly to review performance of my plans, and they take the time to go over all the options for my financial planning. The team is always available to speak to me whenever I have questions about how the current economic news I see, and how it may affect my investments.

Julie Apollonio

5/5

My family and I have been with Community Financial and Retirement Services for over 10 years now . Everyone is professional and knowledgeable about the services they provide, Dan is always willing to accommodate a client's change in schedule , either at the office or in my home. The personalized service and attention to detail about my investments are appreciated.

Jody Tata

5/5

I was a recent widow and needed assistance with retirement planning . Bruce was referred to me by my accountant and was available immediately for a consultation . He worked with me to pick options that would make me comfortable and secure for my future. He followed up with meticulous packets containing all needed information regarding investments . I email him when I need to ask a question and he responds promptly . Best decision ever to work with Bruce . Thank you !

Steve Boccia

5/5

Community Financial has been professional and responsive from the first
phone call and office visit, Bruce has spent time reviewing our current
investment situation and status and discussed investment options in detail that would better fit our needs moving forward and retirement.
Thank you Bruce and Community Financial

TOM Kokernak

5/5

Meet Dan some 10 years ago, and wish I had made the connection earlier in life. Why, suffered through four financial advisors before connecting with Dan. Since that time, we witnessed nothing put positive but steady growth, and long term stability allowing us to secure a comfortable retirement. Otherwise, before this, witnessed our money go to Financial Advisors who did nothing but take the money and run, hiding behind your standard Wall Street performance excuses.

Stephen Holton

5/5

Between my parents and my self, my family has had an excellent relationship with Bruce for over 20+ years. Always professional and always responsive I trust Bruce with my retirement investments.

Roger Bohn

5/5

We have had accounts with Community for about 15 years and Bruce and Lynn have taken good care of our investments. We are happy to write a positive review for them.

Tricia Erwin

1/5

We have been with Bruce most of our adult life and feel confident he has always had our best interests in mind. He is like a long time friend.