Single Point Partners Dartmouth St, Boston

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!

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!

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't be disappointed.

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.

Our two advisors and their support team at SPP have been an absolute pleasure to work with. Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready. We look forward to growing further with Seth and Bob. Thank you!

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 Partners, we have an accessible trusted advisor that provides expertise for all things financial.

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.

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.

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.

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!