Gary Smith is one of the most honest folks I know! He was brought up by a hardworking family and…read moreunderstands that your money is important! He continues to educate himself all the time to make sure he is an industry expert. He will tell you when he can help and will be honest and tell you if you really don't need his help. He has a vast array of experience from Life Insurance, Investing, Retirement plans for businesses, Medicare supplements and much much more. If you want to look at comprehensive financial planning, he's a great person to call.

From the owner: We are a Wealth Accumulation, Financial Planning, and Retirement Income Planning firm. We help…read moreindividuals and businesses implement the appropriate wealth accumulation techniques during their working years, and provide on going retirement planning and income distribution planning at the commencement of retirement, and follow the client through to the point of wealth transfer to the next generation. We couple the aforementioned with risk management strategies to insure that the appropriate levels of protection are also achieved. Our practice utilizes many different financial and insurance solutions to meet your needs. Also note that Third Party posts do not reflect the view of Cantella & Co., Inc. and any links to third party sites are believed to be reliable but have not been independently reviewed by Cantella &Co., Inc. Please be advised I am registered to conduct business in Maine and New Hampshire. Securities offered through Cantella & Co Inc member of finra and sipc. For hyperlinks to finra and sipc please refer to my website section. I currently hold multiple designations along with the finra series 6, 7, 24, 63, 65 licenses. Visitors to this profile must avoid endorsing or recommending me or my services as such testimonials are prohibited under state and federal securities laws.

Good business advice: take care of your clients. Better business advice: take care of the vendors…read moreyou hire to take care of your clients. I have done 3 jobs for this company over the last year. Its bad enough they want to pay net 60. Its worse when they do not really pay you in 60 days. You have to call and hound them. Although I've never been "not paid", its always an additional job to get them to issue the check. I now take that into consideration and add that to my bid.

I will not go anywhere else for Tax and financial advice but JD Stewart. Jon and his team provide…read morefast, thorough, courteous service at an affordable price. Complicated taxes? No problem! Jon and his team can take care of them and work with you to optimize your return. Jon was also instrumental in helping me acquire a mortgage for our current home 11 years ago. It was a smooth process that was helped by their efforts. I also have consulted Jon regarding investments and annuities for short and long term. I am very pleased with the results from Jon's guidance. There is no one I trust more with my taxes and finances than Jon and his team!

For the second year in a row I've been so pleased with the service provided by Renee Huot and Chris…read moreat JD Stewart. Last year, Renee was (I think?) just starting, and I appreciated the fact that Chris and she helped to pull it all together. I had an issue with the return last year, and when I contacted Renee she quickly took care of it. I don't expect people to be totally w/out errors, cuz, humans! But I am also so very glad that when I asked about it; it was taken care of. Service recovery is so important. I also appreciate the value provided, I had previously had a ginormous firm taking care of taxes (it was in Oregon) and I always felt like a peon - and it wasn't fun. That doesn't happen here and I love the fact that it is not only valuable, it is Maine-based. Love it.

I contacted O'hare and Associates with an inquiry by email, with a simple question about their…read morebackground with handling real estate investments. Rather than give me a quick response on the phone they scheduled a time for me, followed up by text and email to ensure I would attend. When I got to speak with Sean he was rude, dismissive, unprofessional and told me that he would not speak to me unless i became a paying client. It was all very strange as it was O'Hare Associates and not me that insisted on the call. I would recommend people choose any of the following if they have real estate as all were pleasant and very knowledgeable when I reached out: Albert Bergen, Fred Going and Jim Snow.

From the owner: We provide comprehensive financial advisory, tax planning, and tax preparation services. O'Hare…read moreFinancial has been providing financial advisory and tax services in New England for over 20 years, we know how important it is to feel secure and confident about the finances and tax situation. It's normal to have questions and concerns about your finances-be it about planning for your retirement, estate planning, investments, trust accounts, or saving for your child's education. You should have someone to turn to when these questions arise, and that's where O'Hare Financial comes in. Financial advisor meets tax planning, and we can help you achieve your financial goals. Be it for the upcoming tax season or saving for your retirement.