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.

Excellent experience. We needed some documents notarized and received a quick reply to our request…read more Pleasant, organized, and quick to respond! Thank you!!!

Stephen was extremely helpful in switching my home, auto, and umbrella to a new insurance company…read more He got us a fantastic rate that was way cheaper than what we were paying previously. He did all of the leg work with setting up the new insurance and cancelling the old one. He asked the right questions to get the rate as low as possible and told us what are good options vs costly less utilized ones. Super responsive via email, even writing to us on a Holiday. Made it so easy. Can't say enough positive things about the experience.

I had a wonderful experience dealing with Richard and Betsy. They responded promptly and got me…read moregreat quotes from many different companies for life and disability insurance. They were clearly experts and helped navigate a couple of unusual things about our situation to get better prices than I had expected. Couldn't recommend them more highly.

From the owner: we offer a data base to shop for the best rates for life insurance. There is no obligation to get…read morequotes. We also offer all types of financial services,health insurance for individuals and groups as well as travel insurance.

I hate it when I need to call them, but I love them when I do. Doug handles all of our family…read moreinsurance needs and his entire office is excellent. They've taken care of getting new plates for me. I've called them from an accident, and they've taken care of filing the claim as well as arranging the rental car -- something I could have done, but they went out of their way to do. And even though I only talk to them about once a year, Doug always seems to know who I am. Great service and great people!

From the owner: Lexington MA Insurance Agency offering Home, Auto, Commercial, Small Business and Life Insurance.read more

Matthew Goldwasser is the consummate professional. He is highly-educated, with relevant licenses,…read moreand is extremely ethical. He researched the options for my life insurance application. Then he explained the pluses and minuses of each strategy. I was easily able to voice my approval for Matthew's "top pick". I was so satisfied that I referred Matthew to my younger son after he got married, and he too became a client. In addition to getting good value for my life insurance policy, I also have "peace of mind", knowing that my family's financial security is being protected by such an honest man.

Tim Libby sold me a financial product, and now won't return my calls after something went wrong…read morewith it. He sure called on me before I bought it, and whenever he wanted to sell me an upgrade.

Daniel, do you know what company this person works for? Do you know the name of this person? The…read morereason I ask is because there are multiple different companies with office space in this building. The exterior of the building does exclusively list New York Life, however, there's over 4 floors of office space either occupied by different companies or available for rent. The allegations/claims made in your review are very serious, and I just don't want any/innocent businesses or other individuals who have absolutely zero affiliation with the person and/or company you mentioned in your review to suffer unjust consequences. The claims and allegations you made in your review are extremely serious, and they should be investigated by the appropriate parties. With that being said, the perpetrators responsible for what you're claiming should be held accountable and punished accordingly. However, businesses simply renting office space in this building should not be punished (and do not deserve to be punished) for a misunderstanding, miscommunication, and/or a vague accusation that cannot be proved to be true (fully or partially), proved to be false (fully or partially), and/or disputed (fully or partially) by any involved party. If you're going to leave reviews with claims like this, please provide as much permitted information and permitted specific details as possible. Assuming these accusations are true, you have every right to post reviews that inform the public and Yelp users...and they are completely welcome, justified, and appreciated...However, please ensure you aren't instigating an unjust witch-hunt.

I never heard of this company until one of their policy holders went and hit my parked car. The…read morelady parks next to my car and when she is getting out of her car, whips her door wide open and slams into my door. WOOOO HOOOOO!!!!! SOMEONE HIT MY PARKED CAR!!!! Now I get to go through the crap of filing an accident report and spending countless hours speaking to the insurance company on the phone, filing a police report, and taking pictures. I would rank this right up with having as much fun as a Root Canal. Called my insurance company, Gieco (I'm giving them 1 star also for this experience and looking for a new insurance company) and tell them what happened. After an hour and a half of explaining, they tell me to call this insurance company, because this is the insurance company of the woman who hit me. I call them and spend another hour telling the same stupid story; only to have to write this all out in report to send to them. They make me take it to this location to have pictures taken of my car for their own proof. I bring it to them so that they can take their own pictures of my car. There is paint on my car from where the lady hit me. When I get there, the man who takes photos of the car wipe away the paint!!!! I ask him, "Wait why are you wiping off the paint transfer? Shouldn't you test it to prove its the paint from the other car? His response. "NO I'm only suppose to take pic of the damage." Now I get the call back from the Insurance company. They tell me that the damage does not line up with the damage to my car, I explain she was in her car when she hit my car; Factor the weight in and the door lines up to where it hit my car. They say, it can be questionable and for that, they will support their policy holder over me.