They don't seem to know what they're doing.... suddenly money was transfered to my bank from my stocks without me requesting it. No accountability or explanation for this. They wantee to pass the...
Sapers & Wallack
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Sapers & Wallack is a trusted advisor in Newton, MA, offering creative and customized financial solutions for individuals and businesses since 1932. With a focus on holistic financial well-being, their team of accredited professionals brings deep experience and targeted insight to address diverse needs, from personal insurance and wealth management to financial planning and charitable strategies.
Whether you're looking to protect your assets, plan for retirement, or grow your business, Sapers & Wallack is committed to building strong and resilient financial outcomes that exceed your goals. With a passion for helping clients achieve financial security, they offer personalized advice and develop lasting relationships to guide you through every stage of your financial journey.
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Sapers and Wallace handled my mother's estate and accounts and investments through tthe end of her life and completely made a mess of things. Not only did they not discuss the problems or return...
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