Business Consulting in Back Bay

We have been working with Single Point for years and I can't recommend them enough. I'm not one to typically make public reviews, so the fact I'm even writing this should speak volumes on how much I... We have been working with Single Point for years and I can't recommend them enough. I'm not one to typically make public reviews, so the fact I'm even writing this should speak volumes on how much I trust, respect, and appreciate this business. Thank you Seth, Rene, and SPP team! Read More

Seth and his team have been invaluable to my personal finances and my small business. He goes above and beyond to make sure that I fully understand every decision that we make and works with me on maj... Seth and his team have been invaluable to my personal finances and my small business. He goes above and beyond to make sure that I fully understand every decision that we make and works with me on major business decisions. I feel supported and grateful! Read More

SPP undersells what Family CFO means. Real time Fin stmt w Bal Sheet and cash. Track and implement a level of detail I didn't expect. Very responsive. Made several significant $ recommendations. Work... SPP undersells what Family CFO means. Real time Fin stmt w Bal Sheet and cash. Track and implement a level of detail I didn't expect. Very responsive. Made several significant $ recommendations. Work well with other advisors (CPA, Legal). Investment evaluation very helpful. Read More

Our family has been engaged with Singlepoint for some 2 years. They have been responsive and helpful throughout the pandemic while also helping us close on a real estate venture. They are knowledgeab... Our family has been engaged with Singlepoint for some 2 years. They have been responsive and helpful throughout the pandemic while also helping us close on a real estate venture. They are knowledgeable and totally engaging with each generation of our family. I can recommend them without qualification. Read More

Having utilized several large institutional financial advisors/asset management companies over the years, I think the benefits and services provided by Single Point Partners in comparison are truly o... Having utilized several large institutional financial advisors/asset management companies over the years, I think the benefits and services provided by Single Point Partners in comparison are truly outstanding. Single Point's flat fee structure based on assets managed compares favorably with big asset management companies that guide you to invest in their in-house mutual funds, charge high transaction fees, have a lot of investment churn and not much transparency. With a flat fee, all this goes away. In addition to a better cost structure for investment services, Single Point also provides invaluable additional services for the same flat fee that run the gamut from arranging valuations of business properties being put in trust, detailed estate planning, advice regarding tax law changes, life insurance policy adjustments, medical insurance plans and potential major asset changes - (house buying), interfacing with lawyers on grantor trust creation and much more. With Single Point Partne Read More

We've been with Shaun and his team at SPP since their inception. Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet... We've been with Shaun and his team at SPP since their inception. Our long standing relationship is built on trust, timely communication, and a consultative approach that is focused on helping us meet all of our short and long term goals. In every way, SPP has met or exceeded our expectations. Shaun and his team genuinely listen and take the time to thoughtfully adapt to changes in our needs. Besides the excellent team that SPP has, they also have a strong network of professionals that can be brought to bear when circumstances dictate. We could not be more satisfied with SPP and highly recommend them. Read More

We have been working with Single Point for about 18 months. Everyone at the firm is remarkably knowledgeable, helpful, and responsive. They are also good people that are a pleasure to work with. We ar... We have been working with Single Point for about 18 months. Everyone at the firm is remarkably knowledgeable, helpful, and responsive. They are also good people that are a pleasure to work with. We are confident that our financial matters are in excellent hands with SPP. Read More

When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as h... When we were incented to leave our corporate careers, we really needed guidance in how to secure our financial position to live comfortably into our senior years and also protect our son's future as he was still in high school. We had worked with Shaun in years past and when he invited us to become a client of Single Point we jumped at the chance and never looked back. Shaun and his staff make us feel as if we are their only client. The team is right on point in changes in the industry, the market, and the tax environment. We have weathered the ups and downs of the economy without negative effects due to their diligent oversight. Communications is key and Single Point is constantly keeping us abreast of their management of our funds and open to discussions to allow us to review options. We welcome their efforts also with our son's investments and advice in building his nest egg early. We highly recommend meeting with Single Point to see if they fit YOUR vision of YOUR future. You won' Read More

Single Point Partners has been our personal CFO since 2016 and we couldn't be happier. They helped us plan expected life events such as retirement, selling a house, collecting pensions and transferrin... Single Point Partners has been our personal CFO since 2016 and we couldn't be happier. They helped us plan expected life events such as retirement, selling a house, collecting pensions and transferring 401K/403B along with unexpected events such as a family tragedy, creating a foundation and buying the house of our dreams within 30 days. They have terrific planning and communication skills combined with online tracking resources that make collaboration easy. We are so grateful to partner with them! Read More

Hiring Single Point Partners was one of the best things my husband and I have done. Their services are comprehensive and they are incredibly accessible, responsive and easy to work with. They've not... Hiring Single Point Partners was one of the best things my husband and I have done. Their services are comprehensive and they are incredibly accessible, responsive and easy to work with. They've not only reviewed our portfolio and made recommendations and changes, but they've reviewed all aspects of our financial life. A huge weight has been lifted and I know our finances are in good hands. They feel like partners, not a vendor. Not to mention they are just lovely people! We could not recommended them more! Read More

A friend had suggested we work with Single Point when we were talking about retirement. We are so glad they did. Single Point has been a game changer for us! Our SPP team truly works as a unit to be o... A friend had suggested we work with Single Point when we were talking about retirement. We are so glad they did. Single Point has been a game changer for us! Our SPP team truly works as a unit to be our family’s CFO. We have had financial advisors for years, but Single Point brings a whole new definition of what a financial advisor means. Read More

Single Point Partners have been a pleasure to work with over the last 10+ years. The team is extremely knowledgeable and experienced and provide excellent service. They take time to get to know you... Single Point Partners have been a pleasure to work with over the last 10+ years. The team is extremely knowledgeable and experienced and provide excellent service. They take time to get to know you and your needs and work with you as you plan your future. Highly recommend this group for all your financial needs. Read More

My family has been a SPP client for 3 years. Their focused support, service, and commitment to the success of their clients are unlike any other partner I have ever experienced. I can not recommend Sh... My family has been a SPP client for 3 years. Their focused support, service, and commitment to the success of their clients are unlike any other partner I have ever experienced. I can not recommend Shaun and his team any higher to an individual or family looking for a financial planner. Read More

As a former investment mgr and then banker, I can offer you an informed opinion; Single Point is the best kept secret in the industry. No other firm offers the concierge-level service you get at Sing... As a former investment mgr and then banker, I can offer you an informed opinion; Single Point is the best kept secret in the industry. No other firm offers the concierge-level service you get at Single Point, and definitely not at the rate Single Point offers it. Our financial life is completely in order thanks to the incredibly dedicated work of our team. They gently “nudge” us into staying on top of everything from insurance, to wills, to 401k and college savings contributions. We are eternally grateful for their wise counsel and meticulous care. Read More

Over the past eight years as clients of Single Point Partners, we have been consistently impressed by their ability to listen to our financial goals and help us achieve them. They have provided invalu... Over the past eight years as clients of Single Point Partners, we have been consistently impressed by their ability to listen to our financial goals and help us achieve them. They have provided invaluable guidance in areas such as retirement planning, estate planning, simplifying and streamlining our investments, and recommending tax-saving strategies. We have complete confidence in our SPP team, who are always accessible, helpful, efficient, personable, and professional. They give us peace of mind, meeting with us regularly to discuss our investments and market trends. Thanks to their expert guidance, we are able to enjoy a secure and fulfilling lifestyle. Read More

Single Point Partners is fantastic to work with. Everyone we interact with at SPP is knowledgeable, personable, and a pleasure to work with. They make us feel so confident in our financial future, I c... Single Point Partners is fantastic to work with. Everyone we interact with at SPP is knowledgeable, personable, and a pleasure to work with. They make us feel so confident in our financial future, I could not recommend them highly enough! Read More

When I retired, I knew it was time to find a professional to manage my finances. I researched both mega firms and boutique firms, ultimately deciding that I wanted the personalized service a boutique... When I retired, I knew it was time to find a professional to manage my finances. I researched both mega firms and boutique firms, ultimately deciding that I wanted the personalized service a boutique firm could offer. After narrowing my options, I reached out to two trusted friends in the financial industry (since I prefer not to mix friendship with money management). Both independently recommended Single Point Partners (SPP). After speaking with a few members of the SPP team, I felt confident handing over my portfolio. Nearly three years later, I can confidently say they’ve been doing an excellent job. Their personalized approach and consistent performance have given me peace of mind about my financial future. I highly recommend them to anyone looking for a team that genuinely cares and delivers results. Read More

Our experience with Single Point has been outstanding from day one. Our previous planner passed away suddenly which began a search for someone new or attempting to navigate our retirement and financia... Our experience with Single Point has been outstanding from day one. Our previous planner passed away suddenly which began a search for someone new or attempting to navigate our retirement and financial planning on our own. A good friend’s positive experience led us to Single Point and it was the best financial decision of our lives. We were assigned a personal CFO whose advice and counseling has reshaped our financial well being. We moved out of state 3.5 years ago and personal meetings with Michelle are now via Zoom multiple times a year as we’ve slowly migrated our life savings out of high expense investments and developed a tax strategy. The entire team at Single Point has helped us understand Medicare and Social Security decisions; health, home, and automobile insurance choices as well as develop an estate plan. Untangling my parent’s finances as their health declined was a wake up call and with Single Point’s help this is something our adult children won’t need to deal with. Sin Read More