Financial Advising in Back Bay

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 f... 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... 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 ret... 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