When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

I've been using Payless Tax Services since 2019. Prior to that I always struggled getting my return…read moredone on my own. It is truly worth it to use them as your tax preparer. Ed tells you exactly what you need to give him for documents, and always has a quick turn around. He's also great at explaining any questions you may have regarding deductions, refunds ext. he is very knowledgeable in public accounting/ tax laws and clearly stays up to date on the newest information. He goes above and beyond for each client and makes you feel valued. Great customer service and always makes sure he is available to answer any questions, all year round!

Professional team. I always receive top notch service and communication with Andre. Very helpful…read moreand understanding. Yes, you're in good hands with W&D!

worst customer service from a "robert" rude and always says he is busy when i call in, he cant…read morecheck on anything, says someone will call me back or process my requests and doesnt happend.

John DeMeo is a wonderful financial advisor with knowledgeable information who works hard on your…read morebehalf.

This review isn't about any one branch it's about BOA as a whole…read more I had a CD mature at another large local Bank, Cape Cod 5. The renewal rate was low, so I wanted to move the money. In order for the financial institution, I was moving the money into needed the amount to be in either a checking or savings account. My checking and savings accounts are with BOA, therefore Cape Cod 5 wrote me a Treasurer's Check. I went directly to a local branch of BOA and deposited the check. The next day I got a notice from BOA that the check was on hold and the funds wouldn't be in my account for a whole week, 7 days/5 business days! That is ridiculous - a treasurers check should have been available almost immediately. A day or even on the second day would have been acceptable. The money appears as going into my account and then there is a debit showing the same negative amount. So, it's not even in my account earning interest. I made the deposit on a Friday and the funds will not be accessible until the next Friday. Needless to say, I am very upset, of course they have the $$$ but they can't be accessed.

This center is the best, I walked in to open a Business account immediately I was greeted by the…read morecenters manager named Enedi very professional. Then was brought over to the Small Business consultant to establish my account. The business specialist was very professional and on point her name is also Alisa, this associate knew what she was doing and my needs were met without any issues and hesitation. I would highly recommend this financial center and the business associates if you have business needs.

The firm focuses (per their website) on finding talented fund managers from Fidelity, Vanguard,…read moreand, purportedly, any investment management firm with a great process and talented managers. Fees are an enormous hindrance to performance and Advisor Investments claims to find funds with fair fees and hot managers, which is certainly admirable, until you consider that 95% of active managers fail to beat their benchmarks over five year periods with the percentage dropping perilously close to 0 after 10 years, and also that Adviser Investments appears (from information found online) to charge at least a 1% fee for the trouble of finding these managers with fees being negotiable for very large accounts. Add the cost of the fund to AI's fee and you MAY be looking at all in costs of 1.5%. Add a managed bond program and, per fee schedules found online, you are potentially bumping up against 2%. I'll spare you the math of what a 2% hit on a $1mil portfolio looks like after 20 years, so let's just say it's two less grand-kids you can send to college...really good college. To make things fair you're probably thinking I should subtract the cost of an index fund from that 2% calculation as the money has to be managed somewhere, but I won't because a few large managers let you buy the market for free these days and one day they will pay you for the privilege: that's right, ETF's with negative fees will be available within the above mentioned 20 year period (look up 'ETF securities lending' to find out how), so if anything I should increase the 2% figure. To be fair, many investment advisement firms sub out the actual investment work to mutual fund managers (does your mechanic sub out the mechanical work to other mechanics who charge an additional fee?) what interests me about this firm is that, per their website, AI's chief investment officer has degrees in theology and literature and upper management appears to have a background predominantly in publishing (not investment management), specifically with the Vanguard and Fidelity newsletters, which appear to be focused on picking the best fund managers. Would it be cheaper just to subscribe to the newsletters and skip the fees? Who knows? The firm's website explains that the publishing business was sold, but it appears that these newsletters are still written by the upper management of Adviser Investments, just not owned by them. Also of interest is that per their acquisition history detailed online, AI appears to grow assets under management via acquisition, which is not a bad signal in and of itself, but their size should not be used as a bragging point or indicator of successful management when it is unclear whether assets have grown from performance or merely from buying other firm's AUM. Moral of the story, these folks might be fine, but do yourself a favor and do the math before signing on with this or any advisor.

I am an internal auditor for Freddie Mac and have worked in the real estate industry for more than…read more10 years. Mike Flanagan and his team at Mortgage Unity is the most competent and knowledgeable broker I've had the pleasure to meet during my career. He has a polished approach, is patient with his clients, and is willing to get into the technical details (and share data) to help his clients make the best fit financing decisions. He was timely across the application process, and in my case the terms of the transaction were a bit tricky. But Mortgage Unity didn't miss a beat. I'd recommend Mortgage Unity to any home buyer across any range of prior homebuying or real estate experience (from first time buyer to investors). Thank you Morgage Unity!

If you want the best rate, I found it at Mortgage Unity. But if you care about anything beyond the…read morerate, keep reading. Mortgage Unity made what could have been a stressful, overwhelming process feel simple and straightforward. Their team was always available, kept me informed, and genuinely went above and beyond to make sure I was taken care of. It's rare to find a company that delivers both great rates and exceptional service--but Mortgage Unity does exactly that. If you want a mortgage team you can trust, this is it.

It was incredible working with the team at Atlantic Home Lending. We're first time homebuyers and…read morehad a lot of (expected) stress about the mortgage process, but they couldn't have made it an easier, more positive experience. They were extremely responsive (way beyond what I would expect), professional, and helpful (and got us a really great rate!) I now recommend them without hesitation to anyone who needs a mortgage for a home or needs to refinance.

I can't say enough good things about Mike and the entire Atlantic Home Lending team. They really…read moremade our dreams of home ownership come true. We were first time homebuyers and had a lot of questions. Mike clearly explained my options and helped me get into a mortgage with an amazing interest rate. The Atlantic Home Lending team works incredibly fast as well! Even my realtor was impressed with how quickly each step of the mortgage was completed. Throughout the whole process Mike was always available for a quick call or email to help answer any questions and provide his expert guidance. Mike is truly a pleasure to work with and I would highly recommend him and the team. They are the best!