I've used Richard Hassey CPA for tax services, book keeping, and my personal taxes. They do a great…read morejob with tax preparation and strategy, detailed monthly book keeping, and personal returns. They're significantly more affordable and more responsive than my previous firm. Highly recommend!

From the owner: We perform tax returns (individual/partnership/corporate/trust/estate/gift) as well as prepare…read morefinancial statements for a wide range of clientele.

Due to my bank here in Natick closing their safe deposit boxes I did a little research and listened…read moreto friends and received all positive input about Middlesex savings bank, in downtown Natick. Simply a pleasure! From the Branch manager, John King - to and including the young man, "Alex"ander MacLellan who did all the paperwork, legwork and all around "old school" customer service, .. it was the most pleasant and professional experience I've had in a long time. From my initial goal of obtaining a new safe deposit box, Alex explained over and above, without "salesmanship" pushing, all that Middlesex offered, ways I could benefit my specific situation and treated me like family "old school customer service?! To me, possibly the most important ingredient of any business. All of my banking business will be shifted to Middlesex and proudly would recommend them for anyone considering any banking. Quality people who are very well trained, have been with the company for considerable time which said a lot to me. My highest praise; "Compassionate Professionals".

My wife and I opened a HELOC with Middlesex Savings Bank last year, and unfortunately our…read moreexperience after the loan was established was disappointing. We had two late payments that occurred because of difficulties setting up the initial automatic payment from our Bank of America account. Once we discovered the problem, it was corrected immediately. I expected the late fees, but I was surprised to also see two charges of $30.60. When I called customer service for an explanation, I was told that the charges were for credit reports the bank had obtained after the late payments. What I found difficult to understand was why additional credit reports were necessary. When we applied for the HELOC, the bank had already performed a thorough credit review, confirming that we had credit scores above 800 and a long history of on-time payments. The missed payments were clearly the result of a one-time issue with the automatic payment setup, not a pattern of financial problems. Charging us for additional credit reports under those circumstances seemed unnecessary. Equally disappointing was the customer service. During my phone conversation with a "VP" from the bank, I felt the interaction was unfriendly and condescending rather than helpful. I also received an email that simply stated, "Contact me in reference to your past due Home Equity Loan payment." It had no subject line, greeting, signature, or other basic professional courtesy. While that may seem minor, it reflected the same dismissive approach I experienced on the phone. My parents were lifelong Natick residents and spoke highly of Middlesex Savings Bank for many years. Their positive experiences were one of the reasons we chose the bank for our HELOC. I had expected a more customer-focused approach, particularly given our strong credit history and the fact that this was an isolated setup issue that was promptly resolved. Instead, the experience felt rude and impersonal. I hope the bank reviews both its customer service approach and its policy regarding charging customers for additional credit reports after isolated payment issues. Based on this experience, I would hesitate to recommend Middlesex Savings Bank to others.

Please stay away. Received a warning letter, "You account may go to our collection agency" What the…read morehell! My new Agent contacted you more that twice to take over the account. Today my agent just called the insurance company. Together they fixed the issue. The insurance company said that the old agent never contacted them about the canceled account. Very glad I dropped them! I knew they are trouble right from the start.

I recently moved my entire relationship to Lehrer & Madden and the experience was great! Trent…read morePowell did an amazing job walking us through the entire process and selecting the right policies for all of our home, auto and umbrella needs. I would highly recommend Trent and the team at Lehrer & Madden.

Great service! Been using this company for years! Lawyers…read moreare quite pleasant and easy to work with!

Nakata Consulting is an essential piece of my business life!!…read more But for the rest of this review let's just be on a first name basis and talk about Joe. I would have probably given up the whole self employed business long ago if not for Joe. I found Joe through some other colleagues in the Boston photography network years ago. I'll admit I was more than clueless about how to keep my bookkeeping organized and he took me under his wing, took the chaos and made sense of it all. Now I do most of the bookkeeping on my own and he gives it a look once a month to make sure I'm on track. In a "teach a man to fish...." sort of a way. Monthly, quarterly and annual taxes are a breeze now and I can confidently make business purchases and know the overall health of the business. If you're a small business (he has a keen knowledge of the photography business - take a look at his client list!! http://www.nakataconsulting.org/links.php ), but also for restaurants, etc... He'll do your sales taxes, bookkeeping, consulting and all at reasonable rates. I've referred him to friends (non-business owners) as well and he'll definitely take care of you. So walk right past H&R Block and call Joe!

Joe is not only a wonderful and kind person but is amazing at what he does! Whether you need…read moresomeone just for tax time or a year round consultant, he can do it all. He is quick, efficient, and has tremendous communication. A must hire!

If I could give 0 stars I would…read more For three years I had a mortgage with Cambridge Trust and had zero issues. Suddenly something as simple as finding the address to use for my mortgage insurance takes 8 calls each giving conflicting information. Eastern Bank is a TERRIBLE company with painfully mediocre support that does not care about its customers. STAY FAR AWAY.

Apparently Eastern Bank doesn't want Cambridge Trust Business customers…read more I had a long term Business and Personal Banking relationship with Cambridge Trust. i was disappointed to learn of the bank being acquired by Eastern but kept an open mind. Tomorrow it will be two weeks since the systems integration happened and we cannot access our business accounts. This is after hours and hours of my accountant's and my time working for first with our assigned Eastern Bank IT person. When that didn't work I went to our local branch. The woman from Eastern there was helpful and also gave me the phone number and name of person to contact if it didn't work. It didn't work and our accountant spent 40 minutes on hold to be told she had the wrong number and they hung up on her! This is atrocious. A message to one of their C suite executives has gone unanswered. We will be moving our banking relationships elsewhere since this is not bad but unacceptable.