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.

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.

I can't speak to the specifics the previous reviewer mentioned, except to say they are completely…read moreout of charcter for the Johanna Schulman I know. In fact, I don't think I've ever met anyone with as much integrity as Ms. Schulman. She is also intelligent, creative, energetic, and incredibly knowledgeable about the field. I'd highly recommend her services.

I started working with Johanna Schulman about 2 years ago and recommend her highly. What impresses…read moreme most is her dedication to understanding me and what I need in terms of her services. She never makes me feel like I'm asking a dumb question (and I've got plenty of them) and recognizes when I need clarification with a smile and the words, "I think I see your eyes glazing over..." She's responsive, flexible, and makes sure nothing falls between the cracks. Plus she's a pleasure to work with -- a good match for me.

We've been investing through Pinney & Scofield fro 11 years now, and couldn't be more pleased. The…read moreindexing approach, with re-balancing, is as sound as they come, and has allowed us to sleep well at night, eve through the awful period since '07. Dean Scofield is a pleasure to work with, very responsive, patient in fielding all the questions we've has over time. As a firm they are committed to their approach and don't deviate from it, even under pressure from panicked clients.

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

Can't believe what a horrible experience I have had with Fidelity. I don't know if they use AI for…read moretheir customer service representatives but the people I have spoken to are completely unfeeling like robots. Not sympathetic or helpful at all to the problem I have been having with my 1099R form. They refuse to amend the state that they have on there. My tax advisor and everywhere I look online says that Fidelity needs to make the change. They refuse. And it makes things worse when the person you are speaking to literally couldn't care less about your problem. Just an overall horrible experience. Really a kick in the gutter.

My experience with fidelity investment bank has been positive. Their customer service agents are…read moreknowledgeable and patient. They are fast at resolving problems. Their website has wonderful features that are not hard to use. Their phone app is really neat. I am very impressed by how they conduct business.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

To Whom it May Concern! I would like to commend the…read moreexcellent work provided by Alex Perez, Branch Manager I, Adiene Oses Relationship Banker III, at USALLIANCE Medford MA. Their attention to all our needs and personal interest in us were more than one could wish for. Adi truly knows what she is doing. She has been very polite, personal, and pretty intuitive about how to handle customers. She is very patient and really easy to get along with. She's so smart and kind. Alex's positive and enthusiastic attitude, his knowledge and professionalism, his genuine friendliness, patience and attentiveness really helped us. We can't recall if we've ever met somebody who is willing to work so hard. We will definitely recommend USALLIANCE to our friends looking for help with the Bank. Thank you all for the great experience! Sincerely, Vera & Boris Tsirelson.

this bank.gives you more than anyone could ask for! they…read morehelped me through an "on line scam". they protected me through all the b.s. *** most importantly** they nevef judged,hurt my credit score, never ever looked down upon me.. they "literally care" i have never been treated so kindly,so supportive,and with the level of respect "we all dream.of" i 100% mean this with all my heart! they dont have commercials, (so no marketing cost) they are real! i promise you

I've been working with Beyond Your Hammock and Owner Eric R since November 2015. I am a…read moreself-employed consultant with a variable income because I work on a project basis. I contacted Eric because I was struggling to manage known and unknown expenses, while also meeting specific goals and also saving for retirement because I am not always clear on my future income due to the nature of my work. Eric helped me bring stability to my financial and life situation, and helped me to set myself up so I could also meet my financial goals this year and beyond. He is very organized, objective, helpful and responsive. Eric is also very trustworthy. He also provides great general financial management guidance from excellent and credible sources. I highly recommend working with Eric, especially if you have a variable income and/or have specific goals you are looking to reach.

From the owner: Beyond Your Hammock provides financial planning for entrepreneurial-minded professionals who want…read moreto learn how to live well today while planning responsible for tomorrow.

I was with Mayflower Advisors for only one year. And while I had several reasons for leaving, I'll…read morelet this indisputable and easily proven fact justify my One Star rating: They sold a number of holdings that came over from my previous financial advisor; some that were purchased years before and had risen dramatically in value. Social Security viewed those profits as income, and, as a result, cut my monthly benefit by roughly 33%. And neither of the Mayflower advisors I dealt with ever made me aware of that possibility. Had they, I of course would have insisted that those equities not be sold. So at 81 and with serious health issues, for the first time since I began receiving Social Security, instead of an annual cost of living increase, the only other source of income I have other than what my life savings is earning under the stewardship of my new financial advisors has been reduced by thousands of dollars.

From the owner: Moving expertiseread more