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 was helped by a representative named Jared Hill today and wanted to leave a kind review for him…read more Very easy to work with and was empathetic and patient as we navigated through settling a small debt I had from an insurance company. (Mind you, I had just found out about it a year later!) He honored the 50% settlement discount I had gotten in the mail as well! Kudos to him :)

Had a phone call with them. The agent was pleasant for the most part. Until they became pushy for…read moreme to "pay" for my debt. Oh kind enough to offer 10% reduction because my balance is "oh so high". I apparently have an outstanding balance of almost $400 from "Tolls" from Elizabeth Rivers Tunnel (ERT) from Virginia. My debt went to them May 2025. As of yesterday I'm just NOW finding out I have an outstanding balance from tolls. When I contacted the agent she was quick to let me know how admin fees and late fees play a part. She couldn't answer my questions in regard to: what, when, where. The charges took place. Nor couldn't tell me the "singular" event(s) that led me to this $400 bill. Then she suggested I could have incurred this sometime in 2024. Which is ODD because I was on DEPLOYMENT for 9 months of 2024. Then the "address" they were sending my "notices" (+5 of them) was an OLD address from 2 duty stations ago. Then the system updated to send it to my parent's place. Now I have to wait til tomorrow to contact ERT and ask what's the issue. Which will be funny because the agent claims that the debt is no longer their concern. But at the same time ERT is "allowed" to put a HOLD on my vehicle's registration and add another $40 holding fee. Which CSS will then match that fee to pass the buck to me. So a whopping $80 increase will be taken to the head. What I do not understand is if all Ezpass connects (Illinois stated that it was accepted in the state of VA). My license plate is linked... then why am I getting hounded? Why was I able to purchase and LINK my plate to my new Ezpass? Why was I able to receive a refund from my unused balance on my Illinois Ezpass? I renewed my "hold" tags through my out of state DMV... so what is the purpose of the "Vehicle Registration Hold" ($40 fee btw)? What's the point of having all these systems in place when they CLEARLY don't communicate. How are you a debt collecting agency and you can't answer the simple 5Ws (Who what when where why)? For those still reading this rant. Don't move to VA even if it's temporary. You'll get taxed on EVERYTHING and then on top of that deal with stupidity of companies like this. Will update post after speaking with ERT customer service. **UPDATE** 17FEB2026 Ended up speaking with a ERT rep I believe their name was Keisha(?). Lovely woman, wasn't quick to anger answered all my questions and made sure I understood. Was able to get my bill reduced from being $400 and some change down to $291. The "returned to sender" notices they deducted those admin fees. Then when I told her about my deployment timeline and that I had proof of paperwork/payments from the military she took off the corresponding admin fees. So with that debt paid off I shouldn't get anymore notifications from CCS. If I do just know I have enough vacation days to put in and take it to court.

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

These people spend a ton on marketing to folks who have little financial knowledge. There best…read moreclient is one who knows nothing about financial planning or financial advisors. They are a VERY EXPENSIVE (1-1.5% or assets under management) fee for services outfit with little depth. Best to consult with a fee for services fiduciary who will give you much more impartial and reliable service for a fraction of the cost.

Very disappointed with their presentation. I signed up for Tuscan Kitchen in Salem, information…read moredinner. The presentation they made was so basic (what is a stock, what is a bond), that I was embarrassed for them. They have little depth their ranks(no CFP's, CPA...) Their chief investment officer had limited market experience, and the information he provide was lack luster at best. They charge 1-1.5% a year, but provide little added value for this fee. If your next egg is $0-$500k, suggest you go with Vanguard as they provide great low cost index funds and great free support. At $500k plus and if you have a complicated investment portfolio, suggest you research other wealth manager with more experience. This team is really lacking in that area.

I've been working with Dan and his team for years and cannot recommend him enough. I trust him…read moreimplicitly!

Dan is a very conscientious advisor. He ensures that you understand your financial position and are…read moreaware of the potential risk and benefit of the approach he recommends. He is willing to meet to address your emergency concerns along the way. He has fastidious awareness of the funds he recommends. Most importantly, he engages you in the selection and decision making process to the extent that you are willing to participate. It is a pleasure to have had this financial relationship with him over the past twenty-two years.

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

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

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.

Russ provides great service! He is very efficient and always replies back in a timely manner.read more

I have been working with Russ Victor for tax filings for over 15 years. Russ is very…read moreknowledgeable, professional, trustworthy and personable. He is always available to answer any miscellaneous financial questions throughout the year. Highly recommend Russ to anyone looking for a solid CPA.