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

I rarely leave negative reviews, but my experience with the accountant was so appalling that I feel…read moreobligated to warn others about Gerald F Paolilli. I contacted him with a few reasonable questions about my return that he prepared. I was immediately met with passive aggressive attitude, condescending comments, and a complete lack of professionalism. Rather than answering basic questions, I was told to "go elsewhere" and also to hurry up and pay the invoice. I wasn't being difficult, I just wanted to understand few things. Apparently, that's too much to ask this accountant (who is clearly a miserable person). I have never been treated with such blatant disrespect by a so-called professional. It's honestly shocking that someone like this is running a business. If you're looking for an accountant who is patient, respectful, and willing to communicate, I strongly suggest you look elsewhere. Avoid Gerald F Paolilli at all costs if you value being treated like a human being.

Outstanding accountants. We have worked with Roger for several years and have found him to be…read moreextremely knowledgable, approachable, and professional. He has always been patient about answering my myriad of questions. I give him the highest possible grade--and the rest of the firm as well.

I am 60 years old and needed some assistance getting ready for retirement. A friend referred me to…read morePeter and I couldn't be more pleased. He helped me get my current assets in order with the goal of optimizing my nest egg and tax situation as I move in to retirement which won't be for 6 years. I would not have been able to do any of this on my own. He and Jen answered all my questions and inspired trust in any final decisions I made. We also discussed estate planning, long term scenarios for when I am much older, potential health issues, planning for assisted living etc. I am not a homeowner and do not have a large nest egg but I was still treated with the same a respect and attention to detail that I am sure he gives his much wealthier clients. Tough to trust anyone these days but he gets my endorsement!!

From the owner: Financial Planner, Investments, Retirement Planning, Financial Advisor, Estate Planningread more

My wife and I have been with David for at least 20 years. He has guided us to an economically…read moresecure retirement. We have consistency done well. David has always done right by us and we continue to thrive under his wonderful guidance. We trust him whole heartedly.

From the owner: Dedicated financial advisors committed to guiding you towards financial success. With personalized…read morestrategies tailored to your unique goals and circumstances, helping you navigate the complexities of the financial landscape with a blend of investments and insurance.

All of my insurances are through Markham Group, including my business insurance…read more Since I hate dealing with this aspect of my business, Joe Harrington often gets the absolute worst of me. He has always been patient, helpful, and accessible for my insurance needs. I send people here all the time to shop their car insurance, etc, and the five star rating is very much merited. Thanks for always making it easy!

Anyone who knows me knows that I am detailed oriented and will need to have all my answers before I…read moremake any big decisions. I have reached out to 8 different insurance companies / insurance brokers and only 2 came close to being able to not only answer ALL my questions (1 insurance company direct and 1 broker agency, Markham Group), they both took their time to hear me out and get me answers if they didn't have it without making me feel like a thorn on their sides. Kathy Clark from Markham Group not only was able to do that but was also able to provide me all my insurance needs from one place with one person at the lowest cost! One stop shopping. I have called agencies that don't do that (even though you go through one company but you deal with different agents for the different products, or that you just assigned an agent by your last name and you are stuck with that person regardless if that person is available at the time you call or not). Very professional!

Terrible accountants - I spent well over $3,000 to not get told I owed taxes for 2019 (so I was…read moreassessed a penalty), paid quarterly taxes that were WELL below what I actually owed (so come tax time I find out I owe $14,000), and I hired them as bookkeepers for me to pay thousands and end up doing it all myself because they fired me as a client 3 months before 2021 taxes were due and I couldn't figure out their system. Do NOT hire them.

All around great accounting experience. Who the hell gets excited about their accountant? This…read moregirl. Each year during tax time I go online to turbo tax or whatever it is called and run my W-2's, 1040's, 1099's etc through only to be disappointed by some number that is conjured by some proverbial magic wand. Naturally I never believe this number the godawful program comes up with. This is where Sechrest & Bloom come in--they work their butts off to make sure I'm getting the most bang for my buck. Sure it's a little more spendy than paying your computer to do the work, but the individualized service, friendly staff, and (of course) the pretty number on my refund check makes it an investment worth making. If you are looking for an accountant who does a top notch job, follows up with you, and remembers your name--this is the accounting firm for you. Bonus points for them for finding me after I was negligent in providing a new e-mail address and phone number.