I was contacted by these folks, for help with my finances. I'm so glad they reached out ~ they are…read morethorough, kind, and extremely knowledgeable. My experience with financial advisors hasn't been great. I've found them to be condescending and reluctant to go the extra mile for people of more modest means. It's just helpful, and a relief to find someone in this business who treats people with dignity and respect.

We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

STAY AWAY.....these young kids don't have any idea what to do with YOUR money. I went in and saw…read moreFlay and told him since I was retired and much older I don't care if I make any money JUST DON"T loose any money. Well looked at my statement today and lost $55,000.00, Don't use Fidelity Investments!!!

Last week Fidelity New Haven made me an appointment with a particular rep for today. I showed up at…read morethe appointed time only to be told that the rep hadn't come in today. They looked for someone else who could see me, but after 20 minutes still couldn't find anyone. This office is an embarrassment--completely unprofessional and incompetent.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

I've been working with Smith and Pavano for over 25 years and found them to be extremely…read moreprofessional, intelligent and easy to work with. Rich Pavano and Jill have helped us through many complicated tax situations and they've always done so in a pleasant fashion. They are truly a category of one company and indispensable to our business.

Rich Pavano has been my CPA for over 10 years. He is very insightful and professionalread more

Never returned my call after five days. Program asks for more letters - but with no conversatiom...read more

From the owner: Massey Financial Services has the necessary tools to guide you through every step of the financial…read moreinvestment process. We take into account your income, assets, liabilities, current portfolio, risk tolerance, and investment time horizon to help you define specific financial goals. We take the time needed to review your financial situation and future desires in depth and review our recommended suggestions with you. Our office offers flexible account options and is a fee only, no commission-based office with low or no transaction costs. We also help with the paperwork that often accompanies investing, access and evaluate up-to-the-minute market data, research reports, and stay on top of other economic and financial information that could impact your investments. Massey Financial Service is affiliated with Sovereign Financial Group, a registered investment advisor with offices in Stamford and Westport, CT and New York, NY. As an independent, family owned practice, Sovereign Financial Group pride themselves on delivering integrated and unbiased advice for their clients' wealth management needs. It is this independence that assures objective guidance while coordinating financial service needs. Since they are independent with no product to “push”, Sovereign Financial Group is dedicated to finding solutions. In other words . . . working together, we are your advocate.

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

Nice guy, very reasonable price, and helpful with my multiple state income taxes - always end up…read moregetting a good amount back. Multiple family members have used him for years. I drive up from Fairfield county to see him. Definitely worth the drive and the short appointment; makes filing taxes *almost* stress-free.

From the owner: Giglietti Matthew T CPA, located in Hamden, CT, specializes in providing expert certified public…read moreaccounting services. With over 70 years of trusted experience, they are dedicated to meeting the unique financial needs of their clients. Whether it's tax preparation, financial planning, or accounting, their longstanding reputation for excellence makes them a reliable partner for individuals and businesses alike.