What Clients Are Saying Community Financial Advisors (GG)
5 /5 Reed N: Matt is a knowledgeable and trustworthy advisor who has deep roots in the community. He cares about his clients and their financial success. I highly recommend Matt.
5 /5 Jonathan Loden: Really appreciate the care that Matt takes with us as clients. He takes the time to get to know our financial situation, helps us make the best choices, and I feel legitimately cares for us as friends and neighbors. Highly recommend using Matt for all your financial needs.
5 /5 Rick Turcotte: Matt has been our trusted advisor for over 5 years. We have a relationship--he understands our investment strategy and values because he listens--and structures our portfolio accordingly. Results matter, and Matt has delivered for us. Highly recommended!
5 /5 Shirley Blixen: Matt is a very caring individual and very knowledgeable about finances. My husband used to take care of our finances but since he passed away I have complete faith in Matt. I know that he has been taking care of my future interests . I couldn’t ask for a better financial advisor.
5 /5 James Sterrett: Ive worked with Matt over the past few years, and his honesty, integrity, and ability to help his clients is phenomenal. I dont just recommend, but refer him to my clients as well for their asset growth and retirement planning needs.
Tanner Freiburg Ive been with Merrill Lynch for many years. Andy does a fabulous job handling my accounts. Really easy to work with. Hes presented several ideas I never knew about and Ive seen strong growth because of it. Also helped me setup a college savings account for my three kids that I did not know existed! Highly recommend Andy Tappe and the Merrill Lynch office in Quincy.