My business and home are much more financially secure thanks to Fickett Financial Coaching…read more Lora's advice helped me budget for unexpected expenses and managed the financial stress in my life. Our family is also in a better position as I was able to plan for retirement without worrying about cash flow.

We went to figure out somewhat complicated taxes. Andrew was great. Super nice, very knowledgeable…read moreand reasonably priced. He is a great multitasker, and he made what was an otherwise a pretty painful experience somewhat pleasant.

Andrew is incredibly approachable and took time to get to know our situation and how he could help…read more Very reasonably priced for tax strategy and yearly returns.

Dana has been my financial advisor for over 20 years. It's great to have someone who's…read moreknowledgeable and personable, and who I can trust. He guides me on financial matters and gives me peace of mind. He and his staff always have the client's best interest in mind. I highly recommend Dana and the services provided at AFG.

Dana was extremely professional and knowledgeable, always quick to respond to any questions or…read moreconcerns that I had. He went above and beyond to ensure that I was well informed regarding my finances. I'm very happy with the service that he and his team provided.

Two years ago, I went to Morana Law to have a trust established for my aging dad. I was told that…read moreMorana was an expert in this field. We were charged over $16,000 for 2 trusts, POA, healthcare proxy, and will. I had never had to deal with any of this before, so I had no frame of reference as to whether this was a reasonable fee for this type of work. My dad passed last September. Once I felt able to start unwinding his estate, I contacted Morana to get guidance on what I needed to do, in which order. I paid him an additional $880 (one hour of "review" of my file, and one hour zoom call), with the expectation that I would get off that call with a clear checklist of everything I needed to do. I had emailed him prior to the call with my list of questions so he could be fully prepared for our discussion. He answered about 1/4 of the questions I had. For everything else, I was told that "he doesn't handle that" after the trust is created, and I would have to find another lawyer. It was annoying (to say the least) that I wasted time, and more money (which had to be paid in full before the call), especially since I had specifically told him what I needed help with, prior to the call! One would think that he could have replied to my email with a simple, "You know what, almost all of these questions are outside my scope. Here are some attorneys you can contact who will guide you through this next phase." After collecting my thoughts, I emailed him to request at least a partial refund of what I had paid for the "review" and call, since he didn't seem to do any review, nor provide help or guidance. I never heard back from him. The attorney I am working with now informed me that he wouldn't have recommended having things set up the way they were. Granted, two professionals can agree to disagree about planning and final products. However, considering my experience, I did feel taken advantage of. I have been a healthcare professional since 1993. I built my business and my reputation by standing behind my work, and going above and beyond for my patients and clients. I would never have thought to treat a client so shabbily.

I (we) had the worst experience with Morana Law of any lawyer I have ever worked with. We had paid…read morehim over $14,000.00 for a will, durable power of attorney, health proxy, living trust, and a special needs trust. We initially went to Morana because of his supposedly expertise with special needs. Boy were we sorry! The worst customer service ever. After paying him all that money, he claimed our contract was null and void. The fact was we needed more time for some testing to be completed, which put us outside of his pre-established schedule. Morana claimed because we needed more time than his prescribed schedule allowed we broke our contract; therefore, he was not obligated to give us our documents. Keep in mind, we had paid him over $14,000.00. No flexibility at all. Would not even discuss it in person. We had to file a complaint with the Massachusetts Bar Council. It took over two years for us to finally get our documents. We only got our documents because of our complaint filed with the Bar Council. We also got a financial settlement in our favor. Dealing with this lawyer and having to file the complaint with the Massachusetts Bar Council took a lot of time and energy. We did not want to file the complaint. We had hired another lawyer to discuss the situation with Morana, to no avail. He wouldn't return our lawyers phone calls - unbelievable. We were essentially forced to file the complaint. It was aggravating and very frustrating. For something that should have and could have been resolved quickly, especially if he had been just a little sympathetic to our situation. There are a lot of good lawyers in the Andover area to choose from, I suggest you hire one of them. Save yourself potential headaches, aggravation, time and money. If you want to hire Morana, some advice; compare his costs with other lawyers. You may find the same service by other very competent local lawyers, for a lot less money. Also, check just how flexible or inflexible Morana is compared to other lawyers. You may be very surprised, we certainly were. Would I use this lawyer again - ABSOLUTELY NOT! Would I recommend this lawyer to anyone else - ABSOLUTELY NOT! BUYER BEWARE! Forewarned is Forearmed.

I first used Finocchiaro Taxes in 2022, when my long time account retired…read more I have found them to be great! Very professional, friendly, and most importantly accurate & though-row. Francesco is so proficient and really experienced he has earned my trust and respect. If you need an accountant, I highly recommend this company. DJChambers 9/11/2025

Learn from my experience! Think twice if you're considering having your taxes prepared by…read moreFinocchiaro Tax & Accounting Services in Methuen, MA. The son (Francesco Finocchiaro) of Santo Finocchiaro was going to try to charge me $750 when I met with him. This insulting price was to prepare two fairly simple tax filings. Keep in mind that only two weeks earlier while shopping for an accountant to help with my taxes I had been quoted $250. That was to prepare both filings. This was quoted to me by an entirely separate and unrelated accountant working in another town. I have every reason to believe the father, Santo Finocchiaro was a reputable accountant who up to this point built a solid business and understood the meaning of what is fair. As for doing business with the son though, I say be safe. I wouldn't have a thing to do with him. Attempting to price gouge his customers strongly suggests an opportunist. That young man has a lot to learn about word of mouth in regards to reputation and what is fair when dealing with customers. That is of course if he ever wants any of them to return to do business with him again. If I could have given this business a lower rating than just one star - I would have. And NO. I would not refer this business now to anyone nor will I stop warning people of my experience there. What's fair is fair.

Excellent service and very reasonable price. I simply dropped off my tax documents. A week later I…read moremet with my accountant via telephone to review my taxes. Much to my suprise my tax bill was over $100k lower than I had calculated. I am very pleased with the process the price and the results. My total bill was $360. Last year I used Jackson Hewitt for a similar price, but the process (in a Walmart store) was long and painful. Will defiantly use L'Hussier Tax Services again in the future.

We continued to use this company, longer than we should have…read more There was a consultation with the owner who seemed bored with our questions, we got more arrogant attitude than valued information. There were mistakes on our tax returns, that should have been reviewed before forwarding to the IRS. It took 2 to 3 years to resolve the issue and receive compensation. Today, we called to change time of appointment.... The receptionist misheard or deliberately over exaggerated what my husband requested. We then receive a call from owner yelling that we have a choice to apologize to the receptionist or take our business elsewhere, without asking what happened. That was an easy and welcome decision. We usually don't receive such drama and explosive behavior from professionals, we already have a new accountant!

Arcadia is not a good choice to manage your money, they made a lot of errors. A few examples are…read moreincorrectly executing our back door Roth accounts and another employee calling me to tell me he has hours of work ahead of him to fix it and that person owes him lunch for a week. Most months I would have to email them to invest my automatic investment, it would just sit in a cash account. The last straw happened when I decided to purchase 35k worth of an artificial intelligence ETF mid-July. During the following two weeks it took a large hit. I decided to stop looking but the last time I had looked, once again, my regular automatic investment into a more conservative ETF was sitting in cash, so I emailed them asking to invest it, and deleted the Fidelity app. A week later, on August 7th 2024, my wife who almost never looks at our accounts decided to look and asked me why they sold out full position in the Artificial Intelligence ETF. I bought at the top of the market for a giant loss as well as our full position in a very long term hold of a vanguard technology ETF with significant long-term gains triggering a taxable event and put all of it into a conservative ETF a couple days prior without my knowledge or consent.  I called and emailed the owner and only heard back when my email said "I'm leaving the company". Mike, the CEO told me it was all bad luck and I must have walked under a ladder. I requested an in-person meeting, he told me he can do that after the summer with his family at his Cape Cod home and that will have to be sometime in September.  If you are looking for a hands-off experience or have little knowledge about investing I would steer clear of Arcadia Financial because you will not catch all of their errors they will consistently make , which will be detrimental to your goals. If you are like me, who have a working knowledge of investments, and think hiring someone may help you stay the course, you'll be managing the portfolio yourself anyways by telling them to fix all the mistakes they make. Quite frankly, I don't know who would be a good candidate to work Arcadia Financial. No skin off their back though. Part of my conversation with Mike when he was summering at his beach house, was to tell me he has enough portfolios where he can just coast from this point if he chooses. If you are on the fence about allowing them to manage your money, I encourage you to check out past employee reviews. Common examples include not being payed correctly, bad moral, and no leadership.

Great long term family advice! Advocates for a financially responsible lifestyle! Apple picking…read moreevent is a must attend!

When I first bought my home in 2011 my mortgage broker recommended Linnane for homeowners…read moreinsurance. I was really pleased with what they did and went with them. Here it is 2018 and I asked them to review my policies and see if any tweaking should be done, and they found me better policies with lower premiums. I was inspired to look into it because I got an ad from another agency and thought "why not let this guy quote me and see what he finds?" The other guy turned out to be slimy like a used car salesman in the 80's, trying to sneak in stuff I didn't ask for and not giving me apples to apples comparisons. So I went back to Linnane and got everything I asked for and then some, while being treated respectfully and with full honesty. I'll never bother with anyone else again.