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

I rarely leave negative reviews, but my experience with the accountant was so appalling that I feel…read moreobligated to warn others about Gerald F Paolilli. I contacted him with a few reasonable questions about my return that he prepared. I was immediately met with passive aggressive attitude, condescending comments, and a complete lack of professionalism. Rather than answering basic questions, I was told to "go elsewhere" and also to hurry up and pay the invoice. I wasn't being difficult, I just wanted to understand few things. Apparently, that's too much to ask this accountant (who is clearly a miserable person). I have never been treated with such blatant disrespect by a so-called professional. It's honestly shocking that someone like this is running a business. If you're looking for an accountant who is patient, respectful, and willing to communicate, I strongly suggest you look elsewhere. Avoid Gerald F Paolilli at all costs if you value being treated like a human being.

Outstanding accountants. We have worked with Roger for several years and have found him to be…read moreextremely knowledgable, approachable, and professional. He has always been patient about answering my myriad of questions. I give him the highest possible grade--and the rest of the firm as well.

Pasquale is very knowledgeable about finances and patient in explaining things to those who are not…read more(like me). I highly recommend him!

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.

All of my insurances are through Markham Group, including my business insurance…read more Since I hate dealing with this aspect of my business, Joe Harrington often gets the absolute worst of me. He has always been patient, helpful, and accessible for my insurance needs. I send people here all the time to shop their car insurance, etc, and the five star rating is very much merited. Thanks for always making it easy!

Anyone who knows me knows that I am detailed oriented and will need to have all my answers before I…read moremake any big decisions. I have reached out to 8 different insurance companies / insurance brokers and only 2 came close to being able to not only answer ALL my questions (1 insurance company direct and 1 broker agency, Markham Group), they both took their time to hear me out and get me answers if they didn't have it without making me feel like a thorn on their sides. Kathy Clark from Markham Group not only was able to do that but was also able to provide me all my insurance needs from one place with one person at the lowest cost! One stop shopping. I have called agencies that don't do that (even though you go through one company but you deal with different agents for the different products, or that you just assigned an agent by your last name and you are stuck with that person regardless if that person is available at the time you call or not). Very professional!

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.

From the owner: Helping people reduce financial stress by making more money, better management of the money they…read moremake, and retaining it to build wealth. Clients are taught in an 8 week tele course to improve their finances!