Arcadia is not a good choice to manage your money, they made a lot of errors. A few examples are…read moreincorrectly executing our back door Roth accounts and another employee calling me to tell me he has hours of work ahead of him to fix it and that person owes him lunch for a week. Most months I would have to email them to invest my automatic investment, it would just sit in a cash account. The last straw happened when I decided to purchase 35k worth of an artificial intelligence ETF mid-July. During the following two weeks it took a large hit. I decided to stop looking but the last time I had looked, once again, my regular automatic investment into a more conservative ETF was sitting in cash, so I emailed them asking to invest it, and deleted the Fidelity app. A week later, on August 7th 2024, my wife who almost never looks at our accounts decided to look and asked me why they sold out full position in the Artificial Intelligence ETF. I bought at the top of the market for a giant loss as well as our full position in a very long term hold of a vanguard technology ETF with significant long-term gains triggering a taxable event and put all of it into a conservative ETF a couple days prior without my knowledge or consent.  I called and emailed the owner and only heard back when my email said "I'm leaving the company". Mike, the CEO told me it was all bad luck and I must have walked under a ladder. I requested an in-person meeting, he told me he can do that after the summer with his family at his Cape Cod home and that will have to be sometime in September.  If you are looking for a hands-off experience or have little knowledge about investing I would steer clear of Arcadia Financial because you will not catch all of their errors they will consistently make , which will be detrimental to your goals. If you are like me, who have a working knowledge of investments, and think hiring someone may help you stay the course, you'll be managing the portfolio yourself anyways by telling them to fix all the mistakes they make. Quite frankly, I don't know who would be a good candidate to work Arcadia Financial. No skin off their back though. Part of my conversation with Mike when he was summering at his beach house, was to tell me he has enough portfolios where he can just coast from this point if he chooses. If you are on the fence about allowing them to manage your money, I encourage you to check out past employee reviews. Common examples include not being payed correctly, bad moral, and no leadership.

Great long term family advice! Advocates for a financially responsible lifestyle! Apple picking…read moreevent is a must attend!

Called to inquire about a policy for my business and from day one they were on it! Not only did…read morethey do a great job in providing me options that saved my business money, but they also enhanced the coverage! More for less?! That's not a combination you see very often in this day and age. Happy that I was introduced to them and if you're looking for a staff that's on top of their game, then certainly give them a shot! You will be happy you did!

I contacted Brown and Brown of Merrimack to quote our suite of insurance policies ( a total of four…read more) via e-mail earlier this month. I received no response and ended up calling and was connected with the individual that handles personal insurance. I put together a complete scanned package of all our declaration pages and sent them off...nothing but crickets. Resent them again and followed up with a call...connected with the individual ( again) and was told "he just got them". Actually said he thought it was " cute" how I blocked all the pricing of my current policies. He committed to have the quotes to me in 1-3 days max. A week has passed and just more crickets. I thought contacting an agency in our town when render some responsive local service. That has not been the case. Taking our business elsewhere.

Nice and understanding employees when it comes to unexpected circumstances. Highly recommended for…read morepersonal or home loans too!

I joined Bellwhether back in April of 2017 for a loan of $14.500 and since then I have not missed a…read moresingle payment. I just called to inquire about a personal loan of $5000 and they treated me like they did not know but busy me, like another poor man looking for money. I have for the past four and a half years met every bill including car payments, insurance, rent etc, and have not missed a single payment anywhere. When I received the call that I was declined I was a little shocked and they gave me their lame excuses and I was not a gentleman when I got the news. They blocked my login so I cannot even check on the rest of my current loan which I owe $4500 out of $14.000. I explained that I was going to write reviews and help to educate people that there is a much better Credit Union on Borthwick Ave in Portsmouth and they were so indignant that an unimportant but busy man would have the audacity to complain in the manner that I did. This review is only meant to help poor people to avoid the embarrassment and humiliation that I encountered this morning.

Terrible. They are bad at everything. It took five tries over the course of a week to wire funds…read more Couldn't activate my debit card because they told me my social security number was wrong. Completely incompetent in car and auto loans. Takes a week or so to clear a check. Good luck getting anyone to answer the phone and if you do it will be a snotty kid. "Terrible" is a euphemism.

On the recommendation of the car dealer I wanted to buy a car from, I came here & applied for a car…read moreloan. The process was fast & I was approved quickly with a great rate & payment plan & left a happy man with check in hand. The 2 people I dealt with were professional & friendly. I look forward to doing business with DCU for a long time!

I've been a client for years, and have had to change cpa's multiple times. But this tax season was…read moreunacceptable. I first reached out in April and got a delayed reply with a sudden price increase, despite no change in my situation. After asking to continue via email (as I always have), I followed up over a week ago with no response. It's now June 17. This is not transparent or professional service - just poor communication. This company is SCAM likely. Time to move on.

The WORST firm I have ever seen. We have been a small business client for over 5 years and they…read morehave missed the filing deadline for K-1's EVERY YEAR. Now we are having to re-file for 2021 and 2022 because of their ERRORS. Do not even consider hiring Michael Hamlin. You will regret it. This guy goes on vacation all the time and does not care if he leaves you hanging. We are about to sue them for malpractice and negligence.