My wife and I met with Vera to make sense of our finances after getting married this past summer…read more The next six months will involve considerable life changes in geography and career for both of us; Vera's insight was incredibly helpful and encouraging and empowering at what feels like a somewhat vulnerable period in our lives. We were able to speak frankly with Vera about our hopes and fears. She reassured us that we made good decisions and have the capacity to make more. We recommend that people go to Vera if they're looking for advice on building wealth. We went in anxious but came out empowered and hopeful about our future. Thank you so much, Vera!

Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided…read moreadvice on things I didn't even remember mentioning. From SSDI asset protection, to different bank accounts, to dealing with taxes as a Real Estate Agent. I would like to echo the other reviews in that I left feeling empowered about my finances. She also helped me look at the risks of my professional ventures, and gave me a sense of security in my 1-year plan. I'm sure I will meet with her yearly to check in and re-assess. She also offered to meet with my brothers anytime over Skype, since they live in Arizona. When I first inquired on her yelp page, she gave me a free consultation phone call, and then scheduled a meeting in one of Newburyport's quaint and lovely offices. :) Her communication style is clear and up-beat, with written notes to help visual aid. After the appointment, she constructed all of the notes into a document and emailed to me. Woot woot!

I contacted Robert Guy because of his tax advise on local TV stations and his Roadmap for…read moreretirement. I scheduled a complimentary consultation with him to get further information about my taxes when I reach 73 (RMDs). He was a no show for the virtual complimentary consultation. I rescheduled another complimentary meeting and did not show up for the complimentary consultation. He offers services and can't deliver on new customers. I would stay away from such businesses that make hollow promises.

From the owner: Retirement Income Planning Strategies, IRA, Roth and 401K Plans, Rollovers, Wealth Management…read more Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Tax & Investment Advisors are not affiliated companies.

We used ADC for tax returns for our personal and small business taxes for the last 6 years. We were…read morevery happy until this year. We were just informed today, April 23rd, that they are no longer working with our type of taxes. (Their website still states that they do!) They said that we should have received an emaI to inform us back in December. We didn't receive any email (Yes, we checked Spam.) In past years, Abby had told us that they automatically file extensions for their clients if we are not ready by March 15th each year. We assumed that would also be the case this year. Before April 15th my husband called the office, but his calls went directly to voice mail. He left messages and his calls were not returned. Emails were responded to with auto replIes stating they would respond shortly. No response though. No extension was filed and now we are scrambling to find another CPA. We hope that we will not be incurring any penalties as a result of their lack of follow through and unprofessional approach. With the critical announcement of losing their services, shouldn't they have asked for confirmation that we understood we could no longer count on them?

Everything was very organized. And it was easy to compile the documents. Abbey Dodge was very…read morehelpful.