Cyndie is amazing and I recommend her wholeheartedly. I did my own taxes for years, but things have…read moregotten more complicated in the past few years...getting married, having a baby, having my employer realize I needed to file an amendment because of a glitch in their system... So three years ago, I found Cyndie on Yelp along with some other options. Cyndie was the first to respond to my inquiry, so she earned my business. Responsiveness via email is important to me, because I work three jobs and I'm too busy to run errands or even talk on the phone much. I .pdf my information to Cyndie (password protected, of course) and she sends it back the same way--often within 24-36 hours! If I have questions, she responds to them via email immediately. I've used her every year since and recommend her to everyone who asks me how I got my taxes done so quickly! Thanks, Cyndie!

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.

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.

Came to notarize a document, was in an out in less than 10 min. Super easy, way better priced than…read moreUPS and convenient

I had a wonderful experience dealing with Richard and Betsy. They responded promptly and got me…read moregreat quotes from many different companies for life and disability insurance. They were clearly experts and helped navigate a couple of unusual things about our situation to get better prices than I had expected. Couldn't recommend them more highly.

From the owner: we offer a data base to shop for the best rates for life insurance. There is no obligation to get…read morequotes. We also offer all types of financial services,health insurance for individuals and groups as well as travel insurance.

I hate it when I need to call them, but I love them when I do. Doug handles all of our family…read moreinsurance needs and his entire office is excellent. They've taken care of getting new plates for me. I've called them from an accident, and they've taken care of filing the claim as well as arranging the rental car -- something I could have done, but they went out of their way to do. And even though I only talk to them about once a year, Doug always seems to know who I am. Great service and great people!

From the owner: Lexington MA Insurance Agency offering Home, Auto, Commercial, Small Business and Life Insurance.read more

Matthew Goldwasser is the consummate professional. He is highly-educated, with relevant licenses,…read moreand is extremely ethical. He researched the options for my life insurance application. Then he explained the pluses and minuses of each strategy. I was easily able to voice my approval for Matthew's "top pick". I was so satisfied that I referred Matthew to my younger son after he got married, and he too became a client. In addition to getting good value for my life insurance policy, I also have "peace of mind", knowing that my family's financial security is being protected by such an honest man.

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.

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.