Generations Retirement Group - Braintree, Massachusetts

Generations Retirement Group

Generations Retirement Group es una empresa que ofrece servicios de planificación financiera y asesoramiento para personas jubiladas y personas que buscan planificar su futuro financiero.

Con sede en Braintree, Massachusetts, esta empresa cuenta con una amplia gama de servicios que van desde la creación de planes de ahorro hasta la gestión de inversiones.

La ubicación de la empresa es la siguiente:

Address: 45 Braintree Hill Office Park, Braintree, MA 02184, United States.

Phone: 781-535-6133

Website:

Especialidades

Specialties: Financiero planificador.

Otros datos de interés

Esta empresa tiene los siguientes datos de interés:

• Accesibilidad para personas con discapacidad: El estacionamiento y la entrada y baño son accesibles para personas con discapacidad.

• Nominación de citas: Se recomienda hacer una cita previamente.

Opiónes

Esta empresa tiene 28 opiniones en Google My Business.

Opinion media: 5/5.

👍 Reviews of Generations Retirement Group

Bonnie K.

5/5

I was referred to Dave and his team at Generations Retirement Group several years ago, and I am thrilled with the service and support I've received - especially when compared to my previous experience with one of the larger financial service firms. Dave has been proactive and strategic in his managment of my accounts, and I have peace of mind that my future is being well managed and protected. His team provides the highest levels of customer service and support; they are extremely professional and always responsive. If you're looking for a customized approach to your financial needs, you'll find that with Dave.

Philip D.

5/5

Dave and his team at Generations Retirement Group are incredibly welcoming, engaging, and knowledgeable. My wife and I are thoroughly satisfied with the way they manage our financial accounts. We wholeheartedly recommend them and express our gratitude for their warm and professional demeanor.

michelle N.

5/5

My husband and I have never worked with an advisor but we knew it was time as we approached retirement age, making sure that we were at the right risk, right investments, that we were going to be able to retire and retire well. Dave Corman and his team are the sigh of relief we needed. We are confident and trust in Generations Retirement Group.

Mark W.

5/5

My wife and I have been clients of Dave and Generations for a few years now and could not be happier, his expertise has guided us through some interesting financial times. Also look foward to sharing stories of our mutual love of music.

Lori P.

5/5

Generations Retirement Group has been navigating my family’s finances for over a span of two generations. They provide me with financial representation through some of the most difficult legal options I have had to face, by their outstanding experience in the financial field.
They have the capacity to offer reliable legal advice from their vast networking that they have established by being a reliable, knowledgeable company, over a long span of time. I hold David Corman in high regard, just as my family members before me, with his utmost professionalism. And, they are genuinely heartfelt for our specific needs.

Carole L.

5/5

Dave is very personable and easy to talk to. He is very knowledgeable, as he has been in the business a long time and can offer you good investment options for your retirement portfolio.

Peter S.

5/5

If you are looking for personal service, patience and layman's terms when talking about your personal finances Generations Group is for you. I met Dave at one of his dinners looking for new clients went away for several months then called him. I have been searching for more years than I care to say for someone that would stay in touch with me and NOT disappear after they got me onboard and I finally found it. Meeting with David Corman will never cost you a dime out of pocket no matter how many times you see him although I recommend keeping to once or twice a year. David is practical, and makes you feel important (BECAUSE YOU ARE...). I could go on but I recommend you go see for yourself. Why not! It won't cost you anything and I guarantee you he will send you home thinking positive thoughts about your visit.
Good Luck Dave Corman I appreciate you.

Tim A.

5/5

My wife and I first had the pleasure of working with Dave and Matt about two years ago and we couldn't be happier with the entire process. They listened intently to our goals and concerns and then made recommendations that aligned perfectly with what we wanted. Both Dave and Matt are very professional but have a way about them that put us at ease right away. There was absolutely ZERO hard sell, just honest discussion about options, recommendations etc., and we really appreciated that. We were so satisfied with our original interaction that we made an additional investment through them a short while ago.
If you are looking for a financial planning review but are afraid of high pressure sales tactics, then fear no longer. Just give Dave and Matt of Generations Advisory Group a call. You won't be disappointed.