Horrendous customer service. The staff is not knowledgeable, and isn't interested in being helpful…read more Try another agency. This one is just going through the motions.

I was with the same agent for years who I hardley ever called nor did they call me. It was not…read moreuntil a friend of mine mentioned saving a few hundred dollars on insurance that I desided to shop around. In just two days, Brown and Brown got back to me with an offer that saved me over $600 a year. The agency took the time to go over all my coverage in detail to help me make some informed changes as well. I now call my agent without feeling like I am bothering them. To my suprise, they reached out to me again recently when I added my daughter to ensure I got a discount for good grades that I was not aware of and this saved even more money. With teen drivers and insurance costs, it is nice to know I have someone looking out for me.

I had used them for over 20 years, then was audited. Not only did they not return my emails, they…read moreshowed no accountability as to the mistake made in filing my taxes. I called and emailed for a month with 0 response. My tax return is basic and their fees increase each year. I would not recommend them as you may not be worthy of their attention.

I have been a client for 3 years. I am happy to report that the service and guidance on several of…read moremy family's complex returns have been completed in expert fashion. I strongly recommend Anstiss & Co for their competency and expedited approach to my IRS returns.

My husband and I worked with Kaplansky via Arbella Insurance. Specifically we worked with Pam at…read morethe Chelmsford branch for the 2+years we had vehicles registered in MA. She was the pinnacle of professionalism, punctuality and no-nonsense communication. We especially appreciated her advice as we navigated the immigrant's journey of obtaining a US license and registration. She also helped to facilitate a title/ registration transfer from a family owned vehicle, saving us on fees and taxes, which we didn't even know was a thing. Overall, 10/10 to the Arbella-Kaplansky team. The rates are competitive; the service is excellent!!

Terrible customer service! Not helpful and didn't work in my interest to find the best rates!…read more Took days for someone to respond to an email. The agent sounded annoyed when I asked questions. Avoid at all costs.

J&C BalanceWorks is amazing! Their team is professional, detail-oriented, and truly cares about…read morehelping you stay financially organized.

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!

Scott was a pompous employee that I felt was just a used car salesman for insurance. Hey came…read moreacross as a know it all, fortunately his office staff was pleasant. There are plenty of other places that offer the same product with great service.

I've worked with Ryan McGuane from this office for many years. He's great. He helped with our…read morefamily financial planning while we owned our own business and after selling it. He's always available for a conversation and he knows his stuff.