I recently sat down with Barry Dick at Merrimack Financial to get some advice on some money issues…read moreinvolved with retirement. Found him to be very helpful.

been using Miller for about 10 years. always excellect service. when i turned 65 he got me the mass…read morecircit breaker credit.He takes care of the Vet's

I had gone here to get my taxes done 2 times. We were new to the area and needed a tax person…read more First time seemed fast. We didn't receive the proper copies of our return and felt rushed. We didn't think anything of it. We did go back because his prices were reasonable. This is where things got bad. It's just my husband and I, it should be a simple return. The visit seemed unorganized and rushed again. He didn't ask many questions. We were rushed out without the proper copies again. No explanations. All he talked about was his multiple vacations that he takes. Even when I'd ask questions, he'd divert the conversation back about him. It was weird. And all of a sudden, his rates more than doubled even though he told us he'd charge us the same rate as last year. Fast forward, I receive a message from the gov. stating that there were missing info in my return and incomplete info. I called Alan to let him know but he didn't answer and although I left multiple voicemails, I didn't hear from him for weeks. He proceeded to blame me for the incomplete info. It's just my husband and I. All we have is a w-2 and the insurance info papers, which we gave him. I told him I paid him to make sure my return was correct and it wasn't and I wanted him to fix it. He got angry and hung up on me and was so sure it was my fault when he's the tax preparer and he should know how to file a simple return and know when things are missing or needed. What kind of professional loses their temper and hangs up on people. He's nice but when you accuse him of something, he loses it. All I wanted was for him to fix what he did wrong. He called back to apologize and seemed nice but then he would call back and be angry and lose his temper again. It was like talking to 2 different people. After a few more calls over a long period of time, I did eventually get my taxes fixed but it was stressful and it took too long to fix a simple return. I'll never go back here! I regret ever going here at all. A person's return is nothing to make light of or drag out because you have a big ego and can't fathom that you made a mistake.

Jake was incredibly helpful and made sure I understood my benefits. Not just for me, but also my…read moresmall business and my family! I truly appreciated all the help I received!

Poor customer service, no follow up. Rarely return phone calls. Most phone calls answered with an…read moreanswering machine. Said they left a message and clearly it was a lie, new phone and messaging not yet set up. Sad, so sad. I wish I could get away with doing my job so poorly.

Kevin at white rhino consulting has been handling my taxes for the best several years. I've had…read moresome unique tax situations living in multiple states, working in multiple states, an an investment accounts as well as handling my own small businesses accounting and tax filing. Always surprises me with his knowledge of the tax code Andy how to maneuver deductions. 5 /5 would recommended to all.

Hi I want to commend how wonderful this company is! We have had all of our insurance policy's under…read morethis company and ha very been so happy with them. Rick is amazing and so on top of things that I really feel I'm in good hands and always feel Luke I'm a priority when I reach out to him! 14 years of excellent service and experience!

Just have to say how great the staff at this office is. Lost my shed and it's contents in an April…read morewindstorm. Elizabeth and Justin have been outstanding in helping me. Even State Farm in general has been a much better experience than I expected. They had someone out to my house in days even though my loss was to an outbuilding and they had a lot going on due to that storm. Had a check in my hand that day. As I replaced items, this office send the documents in and I had payment in days. Doesn't get better than this.

I met with Paul Crowley the owner of Payroll Express, a full service payroll and financial company…read more Paul is a financial broker and a tax preparer. He helped me with my financial planning for my retirement and my personal taxes. I am VERY happy with my portfolio based upon his advice and recommendations. I'm also grateful for his tax expertise which helped me in my process of buying my first home. I found him to be very affordable, friendly, and very knowledgeable.

A real mensch. Extremely trustworthy. And out of the 6 wealth investment managers I interviewed,…read morethe sharpest about the market, taxes and best advice. Really concerned about understanding your philosophy and working with you

Jonathan Karelitz was our financial "advisor" who sold us into a REIT without disclosing that we…read morewould NOT be able to get our money out when we wanted to, like other REITs or investments. He then lied and said he told us that was a possible outcome. WHY IN HELL would I EVER invest in something where my money is trapped, and I can't get it out. Especially when the investment was tanking. My suggestion...GO ELSEWHERE!