I can't say enough good things about Ostberg and associates. Rob Ostberg is a very knowledgeable,…read morehonest individual that has not only managed my retirement funds but also my mother and father's. He wants to know what your goals are first before planning a successful road for your investments. Want little or no risk? Done! Willing to take a little risk? No problem. I have always had a fantastic response time from this company. Have a question or need a meeting? Not a problem. The people who work here remember names and faces making you feel like you're working with friends. I can't say enough positive things about each and every person I've encountered in this company.

My 401k is handled through this company. They're extremely difficult to get ahold of, often…read moreunresponsive, and you'll find yourself waiting forever for a response that never comes. Today was my last straw: I waited three hours for a promised callback, eventually called them again only to be left on hold until the line went dead, and then had to call a third time only to deal with a rude receptionist. I ended up having to leave my work and go into their office in person, just for some simple information! I really discourage anyone from doing business here. It's not worth the stress they will cause you with their awful service.

Been a member for over 40 years and the past couple years the service is extremely poor and…read moredefinitely not polite. The employee's definitely need more training and have to learn to be more courteous. Poor service and quality. Used to be a wonderful place, not anymore.

I have a pension plan that is direct deposited into my account with UMASSFive It is always…read moresent to be deposited on the 1st of each month. Previous credit union was Navy Federal and deposits were always posted by 3 am on the 1st of the month. UMASSFIVE cannot do this. Worst still...they cannot do this on weekends or holidays ! I must wait till someone uploads the systems pending deposit and with Nee Years day falling on Sunday, I had resigned myself to waiting till Monday but my acct show it is pending till Tuesday the 3rd. Very antiquated business!! Also, they offer the cards in dark purple and black ink for the account number. Lol! Can't even read the card number and yes...there are times when it is needed. Since the numbers aren't raised...I don't but I can't even "feel" the numbers. Lucky it's a plastic card and not paper. The staff service is good but wait times can easily back up with only 2 tellers. This is a very small establishment for banking. They really need to automate their direct deposits system for their retired communities especially since they are so keen to sell me their other service.

A great group of financial professionals. Have known Gary since grammar school and have always…read morefound him to be an honest and sincere person. I highly recommend Yhe Wealth Technology Group for all your financial needs.

Update to the update. I found a way to get around Gary and to talk to another broker. The time it…read moretook Broker #2 to find a solution to my problem? 2 minutes 53 seconds. The time it took Gary? I have no idea because he's been working on it for six months.

4/17/23 UPDATE: Robb…read morehas moved to the East Coast and still takes care of his West Coast people too.. I actually do pretty well on my own with taxes but always something odd comes up just when it goes well for a year or two.. For me, this year I realized I've been handling my federal disability annuity retirement wrong as I could have retired 5 years ago and just realized it as it's the year I actually planned to retire. It affects paying taxes or none, complicated with SSDI and possibly amending previous years... is it worth the hassle? Robb was awesome as always to spend time in a 30 min Zoom call to help me sort through things. It may not have seemed like a lot to him, but it definitely helped and reassured me in the direction I need to take and what is best for me and did it all as a consult without a fee.. He still takes time to truly care to help others. The East coast is lucky to have him and still happy on the west coast to be able to reach out! ____________________________________________________________________________

Robb is, hands down, the most competent, caring, responsive and honest CPA I have ever worked with…read more I spent months trying to find a good CPA for my small business after some negative experiences with previous accountants and tax firms. Robb has risen to the occasion. He is very responsive and timely, clear about what he offers and thorough with his responses. He is very knowledgeable and is now doing not only my personal and company taxes but our bookkeeping. He has made excellent recommendations for other financial professionals when I have asked and has even sat in on a few long conference calls with me when I've consulted with financial professionals he recommended. I am incredibly impressed. If you're looking for a competent, timely and responsive CPA, bookkeeper and/or financial planner, look no further. Robb is fantastic.

Eric is a great person to talk to if you're interested in doing any socially responsible investing…read more He is a thoughtful and conscientious advisor. Give him a call and set up an interview if you think you might be interested.

We have relied on Eric Bright at Pennyfarthing Investment for several years. He has a deep…read moreunderstanding of markets and the many ways to approach investing. His guidance is superb.

Great guy, happy to have him handling my retirement goals now. He is a "must meet" personread more

From the owner: ✯ Financial Advisor ✯ US Army Veteran ✯ TSP Options ✯ Retirement ✯ Early Retirement ✯Specializing…read morein Federal and State Employees/Retirees 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. Also available by appointments outside of business hours.

Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto