I have been working with Jason Rogers for about 5 years now. I have nothing but great things to say…read morehow he has handles my accounts, but the real reason for the quote is because the responsive customer service has been more than exceptional. I highly recommend him!

excellent business with friendly,knowledgable staff. have been with this company since its…read moreinception and I am very pleased with the results. I wish I could give it more than 5 stars!!

The Hollis Insurance Agency provides expert advice and service for all your insurance needs. Agents…read morewill help you find the best coverage for the best price. You can trust their knowledge and experience. They are always quick to answer your questions and act on your behalf.

From the owner: Personal and business insurance. We specialize in insuring contractors, churches and the…read morehospitality industry. We have 11 companies to choose from for auto insurance so we can make sure we are giving you the best deal possible.

Outstanding and personal guidance that matches with our strategy. Can't recommend SHP highly…read moreenough. Derek and team are completely aligned with what we need.

We are very happy with SHP! Everyone is very nice and helpful! Our retirement is right on track!!read more

I have been using this company for my State and Federal tax returns for years. They have taken…read morecare of us in every situation. The staff is top notch and the service is personal. Todd Sadler has been on top of things every year. My thanks for all the hard work and support. Highly recommend!

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

I have worked with a few financial planners over the years. I determine effectiveness by not only…read morethe knowledge of the individual but also the ability to listen and resonate with ones situation. John has both attributes. Our engagement with John was enlightening. He was very knowledgable and provided options and recommendations that will enable my wife and I to sleep well at night and enjoy our retirement to the fullest. John is very professional, does his homework, and has a great attitude. We look forward to a long successful relationship with John and I highly recommend him for your financial needs.

From the owner: At Green and Gold Financial Planning, your financial freedom is our mission. We provide fee-only…read morecomprehensive financial planning to clients; we do not sell insurance products or securities for commission. We work with you to identify what financial success means to you and mutually create, implement and monitor a plan to help you get there.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.