Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

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 am 60 years old and needed some assistance getting ready for retirement. A friend referred me to…read morePeter and I couldn't be more pleased. He helped me get my current assets in order with the goal of optimizing my nest egg and tax situation as I move in to retirement which won't be for 6 years. I would not have been able to do any of this on my own. He and Jen answered all my questions and inspired trust in any final decisions I made. We also discussed estate planning, long term scenarios for when I am much older, potential health issues, planning for assisted living etc. I am not a homeowner and do not have a large nest egg but I was still treated with the same a respect and attention to detail that I am sure he gives his much wealthier clients. Tough to trust anyone these days but he gets my endorsement!!

From the owner: Financial Planner, Investments, Retirement Planning, Financial Advisor, Estate Planningread more

What a lifesaver! Jim and his team had the patience to work with my husband and I through some…read morechallenging years. He stayed kind and professional throughout the long process. We highly suggest James Hickey CPA to anyone in need of accounting services.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Their service was both concise and thorough, providing an accurate value for my home. Highly…read morerecommend Aladdin Appraisals.