Dr. Alan N. Hoffman Investment Manager 40 William Street, Wellesley, MA 02481
About the Business
Dr. Alan N. Hoffman Investment Manager is a leading finance institution located at 40 William Street in Wellesley, Massachusetts, United States. With a focus on providing expert investment management services, Dr. Alan N. Hoffman and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Dr. Alan N. Hoffman Investment Manager is here to provide tailored solutions and personalized guidance. Trust in their expertise and experience to secure a prosperous financial future.
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Location & Phone number
40 William St Unit 604, Wellesley, MA 02481, United States
Hours open
Monday:
7:00 AM - 6:00 PM
Tuesday:
7:00 AM - 6:00 PM
Wednesday:
7:00 AM - 6:00 PM
Thursday:
7:00 AM - 6:00 PM
Friday:
7:00 AM - 6:00 PM
Saturday:
11:00 AM - 5:00 PM
Sunday:
12:00 AM - 5:00 PM
Reviews
"I am fortunate to have known Alan Hoffman as a graduate student at Bentley University and also as my family's investment advisor for close to 20 years. Alan's investment results are matched only by his professionalism and true concern for his clients. I very strongly recommend Alan."
"Deciding who will manage something so important as your money is a really hard decision, and after really painful experiences, I am happy that I found Allan Hoffman and now I can rest easy about my hard earned money. All companies promise things that they finally do not deliver. I've been with Morgan Stanley, and they are just lavish offices and well-dressed executives. They got nothing done for my money, their performance was horrible, and seriously, nothing special was affecting the market, only pure incompetence! Their commissions were extremely high, so I really felt I was the one who was paying for their privileges. Then I switched to Fisher Investments, but all the bells and whistles of a fair treatment of the commissions and promises of higher returns, ended being only smoke. Apples to apples, my money got an even lower return than at MS. I got the tip from the CEO of my company about using Alan Hoffman firm. He was really happy about the returns and said that even his is more like a 'boutique' investment firm, it doesn't come with a higher cost. I was hesitant at first, my most important concern was he might not dedicate enough time to my account because is an extremely successful Management professor, but I was completely wrong. He was always available for my questions, even when the market was having big swings. The returns I've seen are higher than all other companies, even when I compare the returns that friends and colleagues get from a diverse range of firms, I am the one who gets more returns. I have no hesitation to recommend him! His firm is exactly in the sweet spot, giving a reliable and honest advice, super reasonable commissions, great returns, and the advantage of great customer service."
"Dr. Hoffman has a proven track record. He’s very intelligent and transparent in his strategies, and he always finds time to share his knowledge. More than an investment manager, he’s sure to be your friend."
"Engaging Alan Hoffman as my investment advisor was the best financial decision which I have ever made. The returns have been stellar!"
"As a small investor, I was so nervous to invest in the market years ago. I can't say enough about the great service and returns I've seen from Alan Hoffman. Very happy...now I can actually retire with peace of mind before I turn 70 which was my greatest fear."
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