I found Bob Deutsch just by searching online for someone. My parents and I went to meet with him…read moreto discuss their personal finances. Not only was he very personable, but I found him to be honest as well. He listened to our situation and talked to us for about an hour. He gave us some advice, but told us that a CFP wouldn't really be of help to us and that he wouldn't take our money. He recommended an estate lawyer and gave us a name. I just really appreciated that he didn't just try to take as much money from us as possible. He even gave us some advice without charging us. So, I would recommend him as he seemed like a really honest guy.

I can't think of anyone more honest and trustworthy than Bob Deutsch…read more He has been handling my mother's finances for 30+ years and is now handling ours. When it comes to customer service, he goes above and beyond the call. Wouldn't trust our financial future to anyone else.

Easy to use website but moreover, great results on Index funds and ease of funds transfersread more

I visited the office in Hingham and was disappointed to find they wont allow anyone in the office…read more They have a person on video to direct you and if you want to meet with someone you can't. Unless, you call and then come back. You could only stand a few feet in the door and although you could drop a check into a box, who wants to do that when your dealing with $$$?? There was construction going on in the building so you could barely hear the guy on the video speaking. Even the local Credit Union and Banks I have been to have open offices...just sanitize and wear a mask. What's so hard about that??

The knowledge of my tax preparing person Connie is very easy to talk to. She is patient when…read moreanswering questions the thoroughness of her work is amazing . Very easy to contact. I feel the fee that is charged is appropriate I feel very confident when my forms are submitted I breathe a sigh of relief when everything is done for another year

If I could give these folks zero stars, I would. You would be better served finding a squirrel…read morewho'd gotten ahold of an abacus to complete your taxes, and the squirrel would probably be quicker. The communication from the staff is poor on a good day, they do not (or can not) keep track of the documentation you submit, and if you have the misfortune of being assigned to Alex Franch, be prepared to deal with someone who is incredibly rude. Try literally anywhere else. Going with this group was a colossal mistake.

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

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.