If I could give them zero stars, I would. The whole experience was very punishing, stressful, and…read moredisorganized. They waited until 4 months, after my Mother's death to even contact me about an inherited IRA. On my first call, the associate asked me so many personal and intrusive questions. Not even a therapist or doctor would ever ask such personal questions. They claimed it was because the Patriot Act requires it. Instead of letting me work with a local advisor, I was forced to use the advisor who had been working on my Mom's IRA. She was on another coast and wasn't at all a good fit. So instead of going to my local office and getting everything done in a visit or two, this process took 3 months. They want a phone call to verbally verify every little thing. I cannot even count how many phone calls this process requires. Apparently they don't use electronic fraud prevention measures. I had to call them to verify that I did indeed sign the form they sent through My Merrill. The company is stuck in the 80s. They called me so much that I had to finally ask them to stop cold calling me. Tasks that should be able to be completed in minutes, take days. Tasks that should be able to be completed in days, take weeks. I emailed the advisor and associate and informed them that I was very upset by the lack of organization and antiquated processes, the advisor actually apologized and was kind. But, then it got worse. Apparently that email pisses off the man in charge of this branch. Adrian emails me on a Wednesday and demands that we speak on the phone. I tried to tell him that I wanted to wait until Friday and would rather call the associate I had been working with. The reason was because I was not feeling well and had a stress headache and sinus pain coming on. I wanted to walk away from the situation for a couple of days, before coming back to it. I don't know if it's because I was a woman speaking out against his company is what. Dealing with the death of a loved one is difficult enough. When you add layers of bureaucracy, incompetence, and unhelpfulness makes it that much harder. I will never give this company one dime.

Great place to find financial advice and help! They can help you setup an IRA, plan for retirement…read moreor manage your daily cash flow needs. The website and phone systems are top notch. Highly recommend you using their services. Merrill Lynch is still the best.

Rude and unprepared for their own business Treated poorly…read moreAsked to leave my place in line Asked to move Only one drawer open 10 in line I'm next Get there give business Then told to move before my transaction was complete so nice but behind me can go in front of me

My wife and I opened a checking account about 6 months ago. we wanted to take advantage of there…read morebeing no fee when using an ATM outside of the country, a great feature that our old bank used to have before a merger. Essentially, we planned to use the Bangor debit card only for travel. Despite have never used the card since we opened the account, we found out today that the card was used in an attempted fraudulent purchase on Amazon. Fortunately, Bangor Savings Bank blocked the transaction and sent us an email. They were helpful when we called them today. However, I now have serious concerns about their lack of security. This card was used for an attemped fraud, despite the fact that we have never used it, which means that any information that the malfeasants obtained was directly from Bangor Bank itself, and not from some ATM, online purchase, or store somewhere. And this after the account being opened just a few months. That means that someone gained access to all my personal info, including SSN, etc. Who knows if down the road I will now have to deal with the consequences of identity theft due to this breach.

I am 26 and don't know a lot about investing. Libby opened my eyes and made me realize I should…read morestart investing now! I am still doing some more research, but she gave me great information and doesn't charge to see you!

I contacted O'hare and Associates with an inquiry by email, with a simple question about their…read morebackground with handling real estate investments. Rather than give me a quick response on the phone they scheduled a time for me, followed up by text and email to ensure I would attend. When I got to speak with Sean he was rude, dismissive, unprofessional and told me that he would not speak to me unless i became a paying client. It was all very strange as it was O'Hare Associates and not me that insisted on the call. I would recommend people choose any of the following if they have real estate as all were pleasant and very knowledgeable when I reached out: Albert Bergen, Fred Going and Jim Snow.

From the owner: We provide comprehensive financial advisory, tax planning, and tax preparation services. O'Hare…read moreFinancial has been providing financial advisory and tax services in New England for over 20 years, we know how important it is to feel secure and confident about the finances and tax situation. It's normal to have questions and concerns about your finances-be it about planning for your retirement, estate planning, investments, trust accounts, or saving for your child's education. You should have someone to turn to when these questions arise, and that's where O'Hare Financial comes in. Financial advisor meets tax planning, and we can help you achieve your financial goals. Be it for the upcoming tax season or saving for your retirement.

First of all, we found Jeremy Lock on yelp ,he had really great reviews so we gave him a try .We…read morewere looking for a place in Portland coming from Arizona, we didn't know anyone who could recommend a realtor. He helped us find a place and was very patient , and I am pleased to say that we now have a place in Portland!! Definitely would recommend Jeremy He knows Portland very well. Thank you again for all your help!

Jeremy was fantastic to work with. He's professional but also really personable, and his…read morecommunication was always on point. If he missed a call, I'd have a response almost immediately. His knowledge of the Portland market and confidence in pricing strategy made a huge difference. I appreciated how he struck the right balance: he welcomed pushback but also stood firm when he knew what would get results. His fresh, modern approach to marketing (including premium video assets) helped our place stand out. Even in a lousy market, Jeremy persisted and got our condo sold above asking - something we'd honestly given up hope on. He was recommended to me by a friend, and now I'd happily recommend him to anyone. I've got another property in the Munjoy Hill neighborhood and look forward to working with him again.

Fast response. Took me in right away spent a lot of time with me going over what I had done wrong…read morewhen I did my taxes on TurboTax. Corrected my tax forms prepared them for me to resubmit very efficient very professional and courteous. I would definitely recommend it and use them again, However it was a bit expensive much more so than I had anticipated.

From the owner: Are you looking for a firm large enough to offer a full array of accounting, taxation, and…read moreconsulting services, but small enough to know you on a personal level Then look no further. started 30 years ago, each CPA, offering topnotch credentials and experience. Whether you need accounting, tax planning, tax return preparation, personal financial planning, estate and trust work or business consulting, Davidson Associates can provide you with a full complement of individualized services. We will give you the full resources you would expect, only from a large accounting firm, while maintaining the personal touch. So take a look at our services and give us a .