Wellesley, MA Financial Services

Had an opportunity to visit with the team at Balance Wealth Advisors and wanted to share a picture of their beautiful office.

Very down to earth and attentive to my questions and needs. Sam explains all his moves for me and what they entail as well as recommending how I should move going forwar ... more

Any time I have come across this ATM machine it has been working and was in service.

The pinnacle of customer service!!!!!

Love my branch!  Always welcoming and helpful.  They always seek to understand what I need and help me solve for it.

Clean vibes. Parking was easy. Friendly and professional service. Thanks!

2 weeks in to a new account and still no effective on line access my money. On hold for 40 minutes (so far) calling Customer Service. Bank to bank transfer limits are a ... more

KBZ Bank

helped with notary

Superb financial advisors. I have been with them for decades and their performance has been outstanding.

Cashless financial center ATM cash unavailable and teller has no cash .

This past week I had the pleasure of working with Blake Groves to close a CD and have the proceeds sent to me. This decision was made to prepare for an upcoming surgury a ... more

Wretched

Excellent experience. Got fed up with service quality at TD Bank and JPMorgan Chase so looked around and found Cambridge Trust - responsive, courteous. Glad to have found ... more

Wellesley Bank is the unique financial institution in U.S.A

They have very rude employees working for them. I wont be useing there services

Best in town

Fabulous group that will take very good care of you - it is an honour to work with them!

Very bad experience with him .He never listened to me and answered my question. very bad. Already find another financial advisor