Met with Sean Rice. Great Experience. Our Revocable Trust Agreement was prepared by an attorney…read morenot associated with Garden State Trust Company. My wife and I wanted to make sure the agreement was acceptable to Garden State Trust Company. Sean took the time to thoroughly review the agreement, and then work with our attorney to finalize the agreement, without any cost to us. You can't get better customer service than that.

We had a negative experience with this firm in filing our 2024 taxes. Without asking us or…read moreconfirming our preferences, the accountant checked the box to apply our tax return to our future tax bill for 2025. We didn't notice this at the time of filing, and only realized after the fact. We are now in the process of trying to reverse this mistake, but I'm not hopeful we will get a response from the IRS. Very frustrating.

What a pleasure it was working with Paul and his staff! My business and accounting was in complete…read moredisarray. They were not only efficient but they were very patient with all of my needs and concerns. I finally feel that my head is above water. I can't thank them enough and I highly recommend this wonderful crew!!

I have been using this bank since they were in Riverside, N.J. They moved to this location a few…read moreyears ago... The interior of this bank is clean and well kept... Before Covid 19 hit they offered free coffee, tea and bottled water in the lobby... Since the virus hit I use the drive thru more often but the lobby remains open... Masks are required if you choose to go inside... The staff all wear masks and I've seen them with gloves on... Hand sanitizers are provided for the customers to use... The Tellers and the entire staff are friendly and very helpful...

great people work there. everyone is very helpful.I got scamed about a year ago and also when I…read morechanged jobs and tranfered my 401 to a different bank. Gale Hagerty galehagerty72@gmail.com

Great first experience…read more Very p polite. Very fast but also very thorough. Had a rather complicated personal return and they walked me through it. Would go again.

Very nice staff and helpful with trying to get my check cashed even though I couldn't get it done…read morethey suggested some possibly places that l could go to

My fiancé and her parents have been trying to get me to set up a meeting here for over a year. They…read morehave nothing but great things to say about Woloshin Investment Management and the Woloshins. I finally did set up my meeting (a few months after attending one of their exclusive members only wine nights as a guest of my fiancés parents) and I couldn't have been more pleased with how the meeting went. The building is located conveniently right on Main Street in Medford and they have a private parking lot around back. It was a comfortable meeting and Katie was very personable/knowledgeable. They treat their clients very well here. I am excited to get started after attending my meeting and after all the great things I've heard over years of experience with Woloshin Investment Management from my fiancé and her parents.

I must say working with Michael Jordan from State Farm Insurance has been an absolute pleasure…read more Recently, my wife passed away. She normally handled everything when it came to bills and policies. Mike not only made the transition of existing policies into my name go very smooth, but I've also added multiple other policies. I also changed some of the coverage without a single issue!! I expected a ton of problems .... but I ended up pleasantly surprised at the ease and at the professionalism shown by him and his staff during this trying time. I highly recommend him and his agency or at the very least go with State Farm Insurance.... you will not be disappointed!!! Thanks Mike !!

I have been doing business with State Farm for over 20 year and about 17 years with Agent Michael…read moreJordan. The staff members are like family to me. They are so polite and knowledgeably and have always address my issues, explained and selling new products to me. They have help me with car insurance / car claims, home insurance / home claims, to life policy. I have moved away but I keep my life policies with this branch just because if something happens to me I know for sure Michael and his lovely team will take good care of my children claims. Thumbs up for this group.. Judy Davis 12/6/2019