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Watertown Financial Services

Peace Of Money

1. Peace Of Money

5 star rating
5 reviews

I was looking for someone to help us and put the word out that I needed a financial therapist who could help with finances in my marriage and small business.  Two independent sources recommended Charlo/Peace of Money. Now my husband and I have been working with Charlo since the summer.  I can't recommend her highly enough.  She has restored financial balance to our situation and has given us very…

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Professional

4 star rating
11 reviews

1. Doug J. Murstein,…

Neighborhood: Coolidge Corner

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I like my beer cold, my chili hot, and my CPA's nerdy. Doug Murstein fits the bill. I say 'nerdy' with much respect!   Doug delivers the facts in a…

5 star rating
13 reviews

2. Diane O'Brien, E.A.

Neighborhood: Davis Square

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Amazing. In just over an hour Diane solved a tax problem I'd been worrying about for months. She even topped it off with some super-satisfying number…

4.5 star rating
2 reviews

3. Cambridge Savings…

Neighborhood: Arlington Center

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As a follow up to my previous review:  I was quite happily surprised to have a senior level customer service representative contact me to apologize…

5 star rating
2 reviews

4. CitiBank

Neighborhood: Harvard Square

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Recently, I had my wallet stolen. Citibank (by phone) promised to have it delivered by a certain day to my nearest branch location. i.e., Brattle…

5 star rating
1 review

5. Stearns Wealth…

Neighborhood: Coolidge Corner

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Jonathan will earn your trust by providing you with excellent service where he is representing your best interests.  Investing is a long term…

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Knowledgeable

5 star rating
13 reviews

1. Diane O'Brien, E.A.

Neighborhood: Davis Square

user photo

Amazing. In just over an hour Diane solved a tax problem I'd been worrying about for months. She even topped it off with some super-satisfying number…

4 star rating
11 reviews

2. Doug J. Murstein,…

Neighborhood: Coolidge Corner

user photo

I like my beer cold, my chili hot, and my CPA's nerdy. Doug Murstein fits the bill. I say 'nerdy' with much respect!   Doug delivers the facts in a…

5 star rating
3 reviews

3. Dudley & Borland…

Neighborhood: Harvard Square

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Don Tripp is my insurance guy!  He covers my assets.  If you want to save money while ensuring you have the proper insurance protection, give Don the…

5 star rating
2 reviews

4. CitiBank

Neighborhood: Harvard Square

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Recently, I had my wallet stolen. Citibank (by phone) promised to have it delivered by a certain day to my nearest branch location. i.e., Brattle…

5 star rating
1 review

5. Sovereign Bank

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I went in to Sovereign Bank to open a small business checking account.  I was immediately helped by Maria who answered all of my questions and was…

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