$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

Do not ever work for this group if you are a minority!! I was hired as a temp, basically helped…read moreclient service department catch up on ll their work. One weekend I was admitted to the hospital my lovely manager tells my recruiter they want to end the assignment. Clearly it was due to me being sick which is ILLEGAL, but of course they gave a fabricated reason that I had performance issues due to personal calls. Excuse me? Personal phone calls is not a performance issue do not insult my intelligence because you don't want sued. What a coincidence that my assignment is ended when I'm in the E-R or the beginning of the new year when I finished all their work for them.

Karen is an absolutely phenomenal resource for anyone looking for accounting expertise. As a…read morebusiness owner and investment property owner I needed someone with a multi faceted approach to both aspects of my income. She had insightful ideas and extensive knowledge that helped me not only from a tax perspective but from a long term investment strategy position. I highly recommend Karen for all of your accounting needs, she is thoughtful and extremely knowledgeable in her field. She has helped me in so many ways and I can't recommend her enough!

I highly recommend Karen and her team. She is professional, provides me with personalized attention…read moreand never ceases to amaze me with her quick responses and thorough explanations on all my tax matters. Having Karen by my side over the last couple of years has made the process so much easier!

When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

Jennifer and John are the best, and their team is top-notch. Their service is incredibly personal,…read morethoughtful, and genuine. When you work with them, you really feel like they care about you and are working for your benefit -- because they are! I cannot recommend them enough.

From the owner: Centerpoint Advisors provides a range of investment, wealth management, and financial planning…read moreservices to individuals, families, businesses, and institutions. Our work and our client relationships are driven by a sense of respect and integrity, with the goal of protecting clients and their trust above all.

The firm focuses (per their website) on finding talented fund managers from Fidelity, Vanguard,…read moreand, purportedly, any investment management firm with a great process and talented managers. Fees are an enormous hindrance to performance and Advisor Investments claims to find funds with fair fees and hot managers, which is certainly admirable, until you consider that 95% of active managers fail to beat their benchmarks over five year periods with the percentage dropping perilously close to 0 after 10 years, and also that Adviser Investments appears (from information found online) to charge at least a 1% fee for the trouble of finding these managers with fees being negotiable for very large accounts. Add the cost of the fund to AI's fee and you MAY be looking at all in costs of 1.5%. Add a managed bond program and, per fee schedules found online, you are potentially bumping up against 2%. I'll spare you the math of what a 2% hit on a $1mil portfolio looks like after 20 years, so let's just say it's two less grand-kids you can send to college...really good college. To make things fair you're probably thinking I should subtract the cost of an index fund from that 2% calculation as the money has to be managed somewhere, but I won't because a few large managers let you buy the market for free these days and one day they will pay you for the privilege: that's right, ETF's with negative fees will be available within the above mentioned 20 year period (look up 'ETF securities lending' to find out how), so if anything I should increase the 2% figure. To be fair, many investment advisement firms sub out the actual investment work to mutual fund managers (does your mechanic sub out the mechanical work to other mechanics who charge an additional fee?) what interests me about this firm is that, per their website, AI's chief investment officer has degrees in theology and literature and upper management appears to have a background predominantly in publishing (not investment management), specifically with the Vanguard and Fidelity newsletters, which appear to be focused on picking the best fund managers. Would it be cheaper just to subscribe to the newsletters and skip the fees? Who knows? The firm's website explains that the publishing business was sold, but it appears that these newsletters are still written by the upper management of Adviser Investments, just not owned by them. Also of interest is that per their acquisition history detailed online, AI appears to grow assets under management via acquisition, which is not a bad signal in and of itself, but their size should not be used as a bragging point or indicator of successful management when it is unclear whether assets have grown from performance or merely from buying other firm's AUM. Moral of the story, these folks might be fine, but do yourself a favor and do the math before signing on with this or any advisor.

After trying some of the other brokerages, both online only and brick and mortar, I switched to…read moreDorfman Investments for all my investments and haven't looked back. Their customer service has always been insanely good. Whenever I call in to ask questions, the wait is never long, I'm not transferred all around the universe, and the customer service reps are always friendly and knowledgeable. Most recently, I had to make a deposit and so I went to their Boston location. I walked in without knowing my account information. But, after checking my ID and getting some basic information, the gentleman at the front desk was able to look up all my account info. From there, he filled out all the information for the deposit, wrote everything down, and I was out of there in less than 10 minutes. Fast and usefully guys, 5 of 5 deserved score for their services.

From the owner: We offer personalized investment service. Our clients on average have nearly tripled the return on…read morethe S&P 500 over the 18 1/4 years through March 31, 2018. Past performance doesn't predict future results.