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    Eisenberg Associates

    5.0 (1 review)
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    11 years ago

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    Cyndie Barone, CFP & Associates - Why wait for the date?

    Cyndie Barone, CFP & Associates

    (12 reviews)

    Worked with Cyndie and team for the first time this year and had an incredibly positive experience…read more They helped prepare taxes for me and my family, and everything was just smooth and easy. I shared some high level info over email, uploaded a bunch of documents, we emailed back and forth as questions came up, and they got everything prepared quickly. Totally hassle free. Everyone I interacted with was polite, responsive and helpful. Definitely going back to them every year and would recommend them to anyone needed tax help.

    So I've done my own taxes with the help of CPA-in-a-Box for, well, ever. They were never more…read morecomplicated than a bank statement and some pay stubs, so I never worried about it until this year when I had exercised some stock options. I figured it would be pretty simple, but 18 hrs and a toner cartridge later, I could barely scrape together enough info to fill out my extension, which sucked since I really wanted my stimulus check sooner than later. Did I mention I was unemployed at the time? Tail between my legs, I headed for Cyndie based on some random yellow pages reviews. Even though I had attempted to do them myself *and* had made some incorrect assumptions *and* handed off a mass of jumbled printouts and random scribblings, she was very professional, fast, and super nice. She even caught a little handwritten memo I'd made to myself about an ancient savings account that I had forgotten to tell her about during our initial meeting. Hurrah for being thorough! I thought her fees were on par with other tax prep services (simple filing, renter, not self-employed, MA and federal ~ $160) and was totally worth it considering the time I'd already spent plus the extra fees for e-filing Turbo Tax or H&R Block would have stuck me with ( ~ $80 + HUGE UNCERTAINTY). Plus she answered all my additional questions for free, which other chain services don't do. Anyway, Cyndie really put my mind at ease. I got my refunds back within 2 weeks and my stimulus check came on time in the mail the other week as if I had never filed an extension. Awesome. I'm giving her a high-five next time I see her.

    Waverley Insurance Agency

    Waverley Insurance Agency

    (5 reviews)

    Waverley is great. Always there to help. All my issues get resolved very quickly. Highly…read morerecommended.

    Walked in there planning to get an auto insurance policy for daughter, who is a first time driver…read more Asked them some initial questions about approximate cost of insurance, and what factors affect it. Woman insisted that she could give us ABSOLUTELY NO information about likely cost range without VIN of daughter's auto, which we could not give because we had not yet bought a car. Woman totally stonewalled us. Nope, she said, it's all done by computer, no way at all to estimate likely range of premiums without vehicle VIN, no even ballpark. Ridiculous. I don't know why she did that. Was she annoyed, thinking we were trying to pry free info out of her without actually becoming a customer? Even if we had been, it would only have taken her a moment to answer our question, and it would have generated goodwill and made us likely to come back when we were ready to go ahead and get an insurance policy. And in fact, if they had not treated us so badly we truly would have come back to them in a couple of days to buy the insurance. We now have bought the car and are going to buy insurance today, but we are going to a different agency to get the insurance. Oh, and one extra detail, not important but will always stay in my mind. We arrived at around noon, and both women working there were eating lunch at their desks when we arrived, and continued to during our ridiculous conversation. So the one talking to us, while she was spewing bs, was also spewing a few sandwich crumbs. Yuck, Waverley Insurance Agency. Hope you go belly up soon.

    Eisenberg Associates - lifeinsurance - Updated August 2026

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