Cottage Street Advisors - Marion, Massachusetts

Cottage Street Advisors: A Comprehensive Overview

Address: 9 Cottage St, Marion, MA 02738

Phone: 5087480709

Website: cottagestreetadvisors.com

Specialties and Services

• Consultant
• Financial planner

Other Points of Interest

• Identifies as veteran-owned
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Free parking lot

Opinions and Reviews

This company has garnered a stellar reputation, with 4 reviews on Google My Business, averaging an impressive 5/5 rating. Clients consistently praise Cottage Street Advisors for their professional, friendly, and highly effective services. The company's dedication to its clients' financial well-being is evident in the testimonials provided by satisfied customers.

• "Jason has been my financial advisor for years. He's seen me through many of life's changes, including moving 2000 miles, starting a business, and family deaths. Each interaction is professional, friendly, and always helpful I never want to trust my investments to anyone else. Highly recommended"

Recommendation

For individuals seeking a reliable and knowledgeable financial advisor, Cottage Street Advisors stands out as an excellent choice. Their dedication to providing exceptional service and their commitment to accessibility make them an ideal partner for anyone looking to secure their financial future. We highly recommend contacting Cottage Street Advisors through their website, cottagestreetadvisors.com, to learn more about their services and how they can help you achieve your financial goals.

👍 Reviews of Cottage Street Advisors

Sarah W.

5/5

Jason has been my financial advisor for years. He's seen me through many of life's changes, including moving 2000 miles, starting a business, and family deaths. Each interaction is professional, friendly, and always helpful! I never want to trust my investments to anyone else. Highly recommended!

Keith L.

5/5

I was looking for a second opinion, sanity check on Fidelity's Retirement Planning tool as it is heavily influencing our retirement planning. Jason was incredibly helpful and informative with his suggestions to improve the tool's predictive accuracy for our specific situation, which I very much appreciated. And his Fidelity background was a definite plus (he actually had contributed to the building of the tool so knew if from the inside)!

Andrew K.

5/5

Worked with Cottage Street on my short and long term planning including re-balance of 401k and IRA. Jason was friendly and knowledgeable (his background and prior experience from Fidelity were relevant and helpful).

Kevin M.

5/5

Very helpful in planning for my financial future