We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

This review is specifically for our portfolio manager, Patrick Gingras. He is fantastic- very…read moresmart and does an excellent job patiently outlining investments in layman's terms. When our father passed away he was instrumental in helping us navigate that challenging and confusing time with sincere kindness. I've worked with a few financial advisers who have only been out to upsell me to things I don't need to earn high fees- Essex is not like that and it's a breath of fresh air! Very high recommend- thank you Patrick!!

From the owner: At Essex Financial, we specialize in taking a client-centric approach to finance. Whether planning…read morefor retirement, managing a business, or maximizing financial plans, we uphold the fiduciary standard and aspire to provide the best service and financial guidance to our clients. Our advisors at Essex Financial value our clients and embrace their successes as our own; if we believe that your current plans are working and your existing advisors have done well, we will not hesitate to let you know! Beyond the business side of things, Essex Financial prides itself on community involvement as we strive to make our community stronger and more united through individual and business-wide efforts.

I have accounts at Schwab and 2 other investment firms. Each of them have slight differences in…read morewhat they offer and how customers interaction works; Schwab has some features I like better than their competitors, but because I deal mostly online, I don't speak to a local advisor often. When I do need to make a trade through an advisor, I have always found the representatives I talk to are very helpful.

Normally, when I "talk to Chuck" it's through the interweb or over the phone. Chuck is really good…read moreabout picking up the phone. He won't send you to voice mail or text you back because it's too loud in the sports bar. So anywayz, recently I needed to "talk to Chuck" in person. I had some business and dealings and tasks to complete. Chuck hangs out on Lasalle, but don't get all "ohhhh that's right near McLadden's and that bar bottlenecks like no other... EWWW" because it might as well be worlds away. I recommend Chuck.

Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

I completed their online form to request information about scheduling a meeting to discuss tax…read moreservices. The only response I received was a two-word reply: "Not interested." Wow. That is some really bad customer service.

HORRIFYING! As a new client to Cowen Tax Advisory Group, I had my initial appointment to bring in…read moreand review our 2025 tax forms including copies of our last 2 years of tax returns. I was contacted about 2 weeks later to schedule an appointment to come in to review our returns so they could be filed. I believe I met with Roger Cowen based on the pictures on their website, but he never introduced himself to me. We sat down in his office to review our returns, and one of the first things he said to me was "I need to see your husband!" When I asked why, he said because we're paying too much in taxes, so I asked him to explain our taxes and help me understand how to reduce our tax liability. He talked in circles, never answered my questions, was very rude and condescending to me (I felt like I was being scolded for paying too much in taxes), and had clearly not reviewed our tax forms or prior returns because he couldn't answer any of my questions about them. By the 3rd or 4th time he said "I need to see your husband," I stopped the conversation and asked why he kept saying that and why he needed to see my husband. He said - "because I need to speak to the person who manages the money and finances." I said THAT'S ME! I asked why he would assume that my husband manages our finances and not me, and said I was completely insulted that he thinks that only men could possibly manage a family's finances. He then abruptly ended the conversation, only pointed out where we needed to sign to authorize electronic filing, never apologized, wouldn't even speak to me, and said "I'll walk you out." Some might consider this to be gender discrimination.

No call back (after wife said he'd call me asap) only to be informed after calling that he isn't…read moretaking new customers Edit: after seeing Ben's response, I only double down on the 1 star. It only took a quick response suggesting a delay. Instead I had to call a 3rd time where he suggested maybe next year. How he can respond saying, new customers should call?? If this is how he manages prospects, hate to be a client. Beware

Ben is amazing! Finding an accountant was a nightmare and from day one Ben was friendly,…read moreprofessional and precise. He answered my " dumb" questions with kindness, and he never EVER rushed me, and ALWAYS johnny on the spot with his responses to my questions all the time EVERY time! Ben helped me with my very small business, and made me feel like my pennies were just as important as any dollars. THANKS Anderson Accounting and Ben :)

Harris was very pleasant to work with even though I ended up not going with his services. I had a…read morevery complicated return and I wanted a second opinion to be sure. That said he was very diligent and detailed and was responsive to all of my questions. Thanks again!

I chose Fairway Mortgage because a friend was going through the same process and I saw the…read morefrustration he was going through. Jim made the process seamless and truly did look out for our best interest. It would make no sense to go through the mortgage or refi process on our own.

Jim at Fairway Mortgage Services is absolutely terrific to work with. He calmly and clearly walked…read moreus through the process and he was always responsive. The fact that he's as nice as he is super organized makes it all the better! Quite simply, the best in the business. Highly recommend Fairway Mortgage Services.