Jonathan is an excellent advisor. I am not as familiar with the financial industry as I would like…read moreto be and Jonathan was able to not only put me at ease but also explain the different account options I had on a level that I could understand. When we first sat down I was struck by his honesty. It was refreshing and comforting to see someone speak freely of just your needs rather than trying to go at an angle that would work best for them. He is both extremely professional and easy going. I completely trust and value his opinions. I would highly recommend anyone seeking financial guidance meet with Jonathan. He makes you feel like your account is as important as if it were his own.

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

I met with Paul Crowley the owner of Payroll Express, a full service payroll and financial company…read more Paul is a financial broker and a tax preparer. He helped me with my financial planning for my retirement and my personal taxes. I am VERY happy with my portfolio based upon his advice and recommendations. I'm also grateful for his tax expertise which helped me in my process of buying my first home. I found him to be very affordable, friendly, and very knowledgeable.

Extremely professional yet accessible help w financial planning. We made a budget, listed goals,…read morediscussed assets and options to make my money work for me. Nick could not have been less intimidating! And he is very flexible with when and where he can meet you. Zero complaints. Thank you!!! I finally feel back on track financially as opposed to clueless and in over my head.

I completely trust Nick. He definitely exceeded my expectations. He was compassionate, flexible and…read moresupportive every step of the way. In a moment where I was panicked with fear about which move to make financially, Nick listened with compassion and advised with wisdom, all the while demonstrating a genuine desire to help and the skill set to back it up. 5 stars for Nick. I will continue to use Nick as a trusted resource and advisor.

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've been working with Beyond Your Hammock and Owner Eric R since November 2015. I am a…read moreself-employed consultant with a variable income because I work on a project basis. I contacted Eric because I was struggling to manage known and unknown expenses, while also meeting specific goals and also saving for retirement because I am not always clear on my future income due to the nature of my work. Eric helped me bring stability to my financial and life situation, and helped me to set myself up so I could also meet my financial goals this year and beyond. He is very organized, objective, helpful and responsive. Eric is also very trustworthy. He also provides great general financial management guidance from excellent and credible sources. I highly recommend working with Eric, especially if you have a variable income and/or have specific goals you are looking to reach.

We had a complicated tax year, but David's been great for helping us sort through it all and really…read moreput our minds at ease. He's extremely approachable and easy to talk to, but doesn't miss a beat. Throughout our tax and financial planning he really showed he was working in our best interest and helped us understand everything. I've felt like others have talked over my head, but he explains things clearly and I've never felt rushed. He's thoughtful, detail-oriented, and strategic. From the basic tax stuff to more complex wealth management, he's your guy.

Ken Lefebvre has been my Mom's financial advisor for over 20 years. She is living comfortably in…read moreretirement as a result of his careful understanding of her situation and appropriately managing her assets over the years. He meets with her regularly and I don't know that I have met a more kind or caring individual. Ken is trustworthy, genuine and I am grateful to have someone like him keeping an eye on Mom's wellbeing.

I've worked with Vinnie for many years. He's organized, detailed, and very thorough. He also has a…read moregreat personality and is easy to talk to. I appreciate the personalized attention that he provides. I would highly recommend him for your tax and accounting needs!