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.

Simply the best care you can purchase for tax and financial management. I use this firm for both my…read moresmall business and my personal and estate tax planning, as well as my investments. Since switching to Kenn Freed's firm, I have realized significant financial growth in my holdings. Kenn and his associates are impeccably transparent and straightforward in their business dealings. They will help you set up a system which provides the appropriate detail for year end record keeping, and promotes honesty in your employees. Kenn personally represented me in a case with the MA tax court, resulting in savings in the hundred thousands. Furthermore, Kenn and his staff treated me with the utmost compassion, sensitivity and discretion, which are, as they say, priceless.

Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

Dana has been my financial advisor for over 20 years. It's great to have someone who's…read moreknowledgeable and personable, and who I can trust. He guides me on financial matters and gives me peace of mind. He and his staff always have the client's best interest in mind. I highly recommend Dana and the services provided at AFG.

Dana was extremely professional and knowledgeable, always quick to respond to any questions or…read moreconcerns that I had. He went above and beyond to ensure that I was well informed regarding my finances. I'm very happy with the service that he and his team provided.

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.

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 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.

Steer clear of this business. I unwittingly placed by trust in agents who I feel were deceptive…read moreand unknowledgeable, and the result was the loss of many tens of thousands of dollars. They are not obligated to place your interests above their own, which I learned the hard way. I had to pay a fee-based firm to understand the details of my plans with Baystate and learn that I was misled. They were unprofessional on top of the financial loss. Don't make the same mistake ... there are many other alternatives.

Run away from them as fast as you can! MML Investors Services in Springfield is affiliated with…read moreBaystate Financial and they will try to get away with as little effort as possible. I finally removed all my money from MML/Baystate after over a decade of getting no help or advice. I got stuck with their financial advisor, Timothy Curran, as a result of my original advisor leaving Met Life. Once I moved out of state, Timothy Curran never even called me once a year to check in over the past 15+ years. When I called him, I rarely got to talk to him directly and if I did it was very brief. He provided no guidance. I usually spoke with his assistant Karen who gave me an attitude whenever I had a question/problem and was not helpful. Whatever other money I had to invest, I went elsewhere. When I finally transferred all my money from MML/Baystate to another financial advisor with another company, I was charged for a negative balance that I found out had incurred prior to Oct 2015 (after weeks of my investigation) when Met Life merged into MML. No one told me about it or alerted me to that problem or to the fact that I was getting a 5% interest charge on the negative balance every month. I could've easily paid it off 7 years ago. It was the result of an investment that had fees that outweighed the profit, so when I asked Tim what happened to the account when I first noticed it missing on my report, I was told it was closed out. No advice, no other explanation or instructions. When I called Tim Curran for an answer in 2022 about why that negative balance kept continuing to accrue interest charges and why wasn't I told about it before 2015, his assistant said, "How should we know? You should contact MML to find out. We wouldn't have any idea why they did that!" I called MML over 10x and got a different person each time that had no idea what was going on. After more than a month of calling MML, I FINALLY spoke to a young man that explained what happened. It took him 2 minutes. He felt bad that nobody was willing to help me and actually gave me erroneous information (I was told I was wrong - that it was a credit not a debit). Tim Curran and MML couldn't bother giving me that help and info. When I asked for reimbursement for the interest charges since 2015 due to negligence on MML/Curran's part, I was denied. By the way, when I was told to call Baystate Financial directly, and was given 5 names of people to talk to, I could never get through to a human. And all the people I was told to reach to get help had voicemail boxes that were conveniently full!!