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.

Wilfredy Orellana was amazing! He went out of his way to help me set up multiple accounts and all…read morethe documentation that goes along with it. What a prince!

I have banked with smaller banks since college many many years ago. this has paid off for me over…read morethe years. the recent example a coup EPC weeks ago - my co pant's construction general contractor sent us a small wire. It was slowed down then flagged at their bank, the large TD Bank. It took 5 business days for the transfer to occu. as CEO I had to jump through hoops with TD Bank. However Leader bank Central square Cambridge did a great job. They answered all my calls, 2 of them with our company's GC on the line. Our GC was very impressed with leader's service. and so am I. kudos to Mark Oremt and his tea!

Eagle Trust has wonderful, hardworking people (who pick up the phone! promptly reply to email!) and…read moreI have trusted them to with my car insurance (and now condo insurance) for years. Thank you to Cindy for always taking the time to look up the best rates and sending over my policy while traveling (such a fast response). Highly recommend!!!

I have been working with Eagle Trust for the last 6 years, since I moved to the Boston area. Ivone…read morehas helped me numerous occasions change, renew, and update my auto and condo insurance policy. She consistently got me the lowest quotes compared to insurance giants like Progressive and Geico and even got me significantly lower rates than other agents in the area. I recently moved away from Boston and Ivone is still helping me with insurance for my rental property in Boston. Thank you, Ivone and Eagle Trust for all your support the last several years!

Trying to process a withdrawal for over 2 months. They continue to make mistakes and I have to…read moredouble-check everything that they do. I finally went into the Little ton, MA office and the person that I dealt with was hostile as well as defensive. That experience was worse than dealing with multiple people on line. This error that they made is going to be costly for me and they seem to still not have the ability to fix it. I will be leaving Fidelity as soon as I can.

Trying to set up my MRD for 2024 has been a frustrating and exasperating experience. I have many…read morehours for what should be a 10 minute phone call. And yet, I still have it wrong.

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.

This is a great location! Came in, they were so helpful, answered all my questions before closing…read moreat 4pm too.

If you voice out your concerns or downgrade your accounts, or close some of your accounts, they…read morewill start to treat you like you are nobody. Sucked in for 28 years into this criminal, greedy bank, I finally pulled out $1.5M out of there and closed all my accounts.

I love coming here for the free drinks on Monday! You just have to sign up on their website for the…read moreMLB Monday and from 05/25 to 09/07, tou can get one free handcrafted beverage. We got the Matcha Latte and the seasonal Island Spritz with pineapple coconut cold foam and a hint of Tajín. Both drinks were delicious. There was a line, but it moved quickly. There was a security guard at the front controlling how many people could go in at a time. The restrooms were clean and they had a fair amount of seating.

I went for mlb Monday at 12:45 and there was hardly a line. Drink came out in less time Han 10…read moreminutes so the service was fast and awesome. Someone is there to greet and open the door for you as soon as you walk in. Employees are super nice and there were a lot of people studying inside. Lots of seating too. I got the turmeric ginger latte with sf vanilla added to it. It might have because of the extra vanilla but it was way too sweet. Also I think it has no coffee at all because the color is very light. But ginger and turmeric flavor are both there and strong so that was nice.

My returns had a lot of complications (capital gains, multi-state, etc.) and Tyler was able to sift…read morethrough them all. It took longer than I expected, however my needs were to amend existing returns which I made a mess of using TuboTax and I appreciate the thoroughness and quality of the work.

If I could give ZERO stars, I would…read more First of all, this address is wrong- they DO NOT have an office in Boston. Secondly, DO NOT TRUST THEM. I truly have no words for the service we got (but also I won't shut up about it bc if I can save someone else the hassle, I will). We hired a CPA this year bc of some issues with our state tax withholding due to moving across states. 1) From the get go, I felt funny about them because I knew there were certain info that would be needed (but they didn't take it even when I offered). Due to a HR mishap with my job, my state taxes were taken from NY (and not from MA). They never asked for more specific info (pay stubs for example) to rectify the taxes. I repeatedly asked the person assigned to us to reiterate the issue to us so that we knew she understood what needed to be fixed, and she couldn't. But they have such good reviews, so I should trust the right?! 2) Due to the move, my husband had two W-2's- one from NY and one from MA. We accidentally forgot to upload the NY W-2 (that's on us). BUT instead of asking for it, they counted the MA W-2 for NY as well. The outcome was that we now owe thousands in taxes due to the income being counted twice! 3) AND FOR THE CHERRY ON TOP- THEY FILED WITHOUT OUR CONSENT. The wrong version, where we owe thousands. And then didn't tell us. We only found out bc we got a letter from the IRS. And then they took their sweet time responding to us about amending, not that we trust them to even do the amendment correctly. And when we requested a refund, they refused and instead offered money off our next service- AS IF. We had to file fraud via our credit card and point out that what they did was ILLEGAL to get our money back.

We came in to open up an account but had unique challenges. Instead of turning us away, like they…read morehave at much larger banks, Anaika and Markens helped us as much as they could, made a quick call to the branch manager, Richard Garcia and between the 3 of them we got our situation resolved, a new account opened and a new banking relationship was made. This level of hospitality is the difference maker for me and my family when it comes to banking, and the team at CSB on Cambridge Street went above and beyond. Thank you for your service to the community of Cambridge, MA.

The service here is fairly quick. I'm never waiting for too long…read more The lines are never too long.

If I could give zero stars I would!!! Sneaky fake credit union that is fee oriented. My husband has…read morehad this account for over 25yrs and he just started to receive a non activity fee on his SV acct. we only use this membership because he has had auto withdrawal set up forever and it's a PITA to switch (which I will absolutely will be now doing). We never received any notification nor any statements from them which has never been an issue due to the fact I only use the online banking. I just noticed the fee coming out of his SV so we called Sat Feb 24 and the MRS said she could only refund 3 months worth which is ridiculous and an insult to a member for over 25yrs. Noticed last night not only did the MSR not refund the 3 months, we were charged another fee on the 29th. My husband went into their Somerville Ave branch today and the MSR was equally as useless, ask to speak to a manager and she was useless. They really need to realize that Credit Unions are about the member, especially long time members. They give real Credit Unions a bad name. DO NOT DO BUSINESS WITH THIS FAKE CREDIT UNION. THEY SHOULD CALL THEMSELVES A BANK WITH THEIR FEES AND TERRIBLE MEMBER SERVICE!!

With small bank you try to cut the Corner fee here and there but not worth it When you have a…read moreproblem! My husband had a problem with the ATM machine malfunction, it punching the wrong amount and it spit out the money and I took it back in. He went in complaint with the manager but the manager be cruel to him, not even help and even say to him that you "f**k" yourself! What kind of manager is that?! (The new guy) People who live on disability paycheck tried to stand up for themselves couldn't even get help from the bank! Is it difficult to go back to check the ATM bank's records?! With other banks you just fill out the dispute form and everything will be taken care of! No Thumb up for this one!