Excellent experience. We needed some documents notarized and received a quick reply to our request…read more Pleasant, organized, and quick to respond! Thank you!!!

Stephen was extremely helpful in switching my home, auto, and umbrella to a new insurance company…read more He got us a fantastic rate that was way cheaper than what we were paying previously. He did all of the leg work with setting up the new insurance and cancelling the old one. He asked the right questions to get the rate as low as possible and told us what are good options vs costly less utilized ones. Super responsive via email, even writing to us on a Holiday. Made it so easy. Can't say enough positive things about the experience.

Worked with Cyndie and team for the first time this year and had an incredibly positive experience…read more They helped prepare taxes for me and my family, and everything was just smooth and easy. I shared some high level info over email, uploaded a bunch of documents, we emailed back and forth as questions came up, and they got everything prepared quickly. Totally hassle free. Everyone I interacted with was polite, responsive and helpful. Definitely going back to them every year and would recommend them to anyone needed tax help.

So I've done my own taxes with the help of CPA-in-a-Box for, well, ever. They were never more…read morecomplicated than a bank statement and some pay stubs, so I never worried about it until this year when I had exercised some stock options. I figured it would be pretty simple, but 18 hrs and a toner cartridge later, I could barely scrape together enough info to fill out my extension, which sucked since I really wanted my stimulus check sooner than later. Did I mention I was unemployed at the time? Tail between my legs, I headed for Cyndie based on some random yellow pages reviews. Even though I had attempted to do them myself *and* had made some incorrect assumptions *and* handed off a mass of jumbled printouts and random scribblings, she was very professional, fast, and super nice. She even caught a little handwritten memo I'd made to myself about an ancient savings account that I had forgotten to tell her about during our initial meeting. Hurrah for being thorough! I thought her fees were on par with other tax prep services (simple filing, renter, not self-employed, MA and federal ~ $160) and was totally worth it considering the time I'd already spent plus the extra fees for e-filing Turbo Tax or H&R Block would have stuck me with ( ~ $80 + HUGE UNCERTAINTY). Plus she answered all my additional questions for free, which other chain services don't do. Anyway, Cyndie really put my mind at ease. I got my refunds back within 2 weeks and my stimulus check came on time in the mail the other week as if I had never filed an extension. Awesome. I'm giving her a high-five next time I see her.

Tim Libby sold me a financial product, and now won't return my calls after something went wrong…read morewith it. He sure called on me before I bought it, and whenever he wanted to sell me an upgrade.

Daniel, do you know what company this person works for? Do you know the name of this person? The…read morereason I ask is because there are multiple different companies with office space in this building. The exterior of the building does exclusively list New York Life, however, there's over 4 floors of office space either occupied by different companies or available for rent. The allegations/claims made in your review are very serious, and I just don't want any/innocent businesses or other individuals who have absolutely zero affiliation with the person and/or company you mentioned in your review to suffer unjust consequences. The claims and allegations you made in your review are extremely serious, and they should be investigated by the appropriate parties. With that being said, the perpetrators responsible for what you're claiming should be held accountable and punished accordingly. However, businesses simply renting office space in this building should not be punished (and do not deserve to be punished) for a misunderstanding, miscommunication, and/or a vague accusation that cannot be proved to be true (fully or partially), proved to be false (fully or partially), and/or disputed (fully or partially) by any involved party. If you're going to leave reviews with claims like this, please provide as much permitted information and permitted specific details as possible. Assuming these accusations are true, you have every right to post reviews that inform the public and Yelp users...and they are completely welcome, justified, and appreciated...However, please ensure you aren't instigating an unjust witch-hunt.

If you are looking for an insurance company that charges you premium pricing for terrible customer…read moreservice, look no further. As a long-time customer with Sinclair, I had no idea how incompetent they were in providing services since I never submitted an insurance claim to them over the past 10+ years. However, its been 6 weeks and counting trying to cancel my insurance policy to no avail and they continue to take premium payments out of my account. Do yourself a favor and get the same insurance policy elsewhere for cheaper and with better service.

From the owner: Founded in 1948, Sinclair Insurance Agency is an independent insurance agency providing sound…read moreinsurance advice and products to both our personal and commercial clients. We strive to understand your unique needs and create an insurance plan to protect your interests. Our coverage area includes Massachusetts, Maine and New Hampshire. Our goal is to create a positive customer experience. Our deep commitment to personal service is evidenced by the fact we are now serving fourth generation family clients. We look forward to working with you.

David and the team over at Balanced Wealth Advisors are outstanding! The information and financial…read moreadvice that they provided me was eye opening.

From the owner: Financial Advice & Investment Strategies to help simplify your life.read more

Awesome personal service Couldn't ask for anyone better to…read moretake care of your financial needs

From the owner: When it comes to preparing for the future it's important to work with someone who has the foresight…read moreand proven experience to help you navigate life's changes successfully.

Been trying to have my Mom's acct transfered to me for 6 months. They keep telling me they either…read more"hit a Snafu" or don't know how to set up an acct or send a docusign! This place seems shady and I may never get my inheritance from them. They can't set up an Acct????!!!! Incompetent or criminal?? STAY AWAY.

Financial Services Company. They found my resume on Monster…read moreand said I would be a good fit for their company. An "interview" was set up for me. I arrived to find out it was not an interview but an information session with other "candidates". A rep from the company gave an overview and handed out a questionnaire -- basically asking what type of contacts I have and if I will be willing to lean on them to buy financial products. I answered honestly and said no -- my gut tells me i won't hear back from Moody Street Group, LLC I felt mislead and will stay away. Waste of a morning and my valuable time.

Excellent service, high-quality customer service. I want to highlight Karina Balakhonova,…read moreCommercial Lines Manager. She's a pleasure to work with, always ready to help, always available, a true professional. Thank you for your work.

I use Kovalev Insurance to insure my business, my personal cars, and my home. I really like it. The…read morestaff is responsible and always available. I especially want to highlight Karina, a simply amazing, responsible, and qualified employee. Thank you for your services.