I worked with MCU to obtain a HELOC loan. The rate was very competitive but most impressive was…read morethe speed & the flawless execution among all internal MCU departments to finalize the loan. From the initial contact with David Varno, Mortgage Specialist to Lynne Grenier, Sr. Loan Processor to Alexandra Gilberg, Branch Manager at the beautiful Peabody-Andover St. location, the professionalism was exceptional. My hats off to such a dynamic team. Thank you. Tom L.

If you want a bank that caps your spending limit at 2k per…read moreDay and cuts you off for 48 hours after the fact. With no customer service or card help. This is the bank for you. If you want your bank transfers to take 3-4 days longer than any other bank, this is your bank. If you want to be stranded 3000 miles from home with out a debit card this is your bank. If you hate it when your bank cares about you and expedited sending out a replacement bank card. Then go to north shore bank where you need to go into the brick and mortar store to get your new card. Also if you enjoy being treated like an annoying pest then deal with any of the women in the bank at any time. Make sure you don't interrupt them when they are taking to each other though.

I was a long-time customer of the bank North Shore Bank took over a few years ago and I stayed on…read moreas it changed into North Shore Bank. I have to say that customer service has been just as good as it's always been at this bank. The staff is friendly, helpful, and efficient. I cannot imagine using a giant nationwide bank instead of one based in my region. Even though it's no longer the tiny co-op it was 25 years ago, the subsequent buyers have managed to maintain the small-town feel that makes banking here so easy. Shout out to Jacki at the Brimbal Ave branch and Wilson at the Cabot St branch, who have always been 100% professional and helpful during every interaction, but honestly I have never had a bad experience with an employee here.

My wife and I met with Vera to make sense of our finances after getting married this past summer…read more The next six months will involve considerable life changes in geography and career for both of us; Vera's insight was incredibly helpful and encouraging and empowering at what feels like a somewhat vulnerable period in our lives. We were able to speak frankly with Vera about our hopes and fears. She reassured us that we made good decisions and have the capacity to make more. We recommend that people go to Vera if they're looking for advice on building wealth. We went in anxious but came out empowered and hopeful about our future. Thank you so much, Vera!

Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided…read moreadvice on things I didn't even remember mentioning. From SSDI asset protection, to different bank accounts, to dealing with taxes as a Real Estate Agent. I would like to echo the other reviews in that I left feeling empowered about my finances. She also helped me look at the risks of my professional ventures, and gave me a sense of security in my 1-year plan. I'm sure I will meet with her yearly to check in and re-assess. She also offered to meet with my brothers anytime over Skype, since they live in Arizona. When I first inquired on her yelp page, she gave me a free consultation phone call, and then scheduled a meeting in one of Newburyport's quaint and lovely offices. :) Her communication style is clear and up-beat, with written notes to help visual aid. After the appointment, she constructed all of the notes into a document and emailed to me. Woot woot!

JASON JASON JASON So I must say I dropped off my taxes with someone there and a few days later they…read morecalled and told me I had to pay cause I owed. After a couple weeks I went in ready to pay and Jason received my taxes and got me back $3000. I still had to pay an amount but it worked itself out in the end

Very knowledgeable tax preparers and very personal service!! They are always exceptional in the…read moreattention to detail! ! Thank you!!

They've been doing taxes & accounting for the company I work for, myself, and a few of our other…read moreemployees for years without issue. Bob used to work for the IRS. They have a lot of experience with delinquent returns. I like them so much I ended up doing some freelance IT for them.

At first, I thought their services were going to be too expensive, and I worried about being able…read moreto afford paying them. Now, I feel like I can't afford not to have these guys on my side.

I have been using Appletree Business Services for just over a year now, and I couldn't be more…read morepleased. The staff handle my books, taxes, payroll and have made life simpler. This tax year is the first in many that I have had everything filed on-time and without surprises. I am currently working to bring my other business over to use their services so that I can focus on growing my business and letting the professionals handle the paperwork, HIGHLY recommend.

I own a small business in Hampstead NH and have been with Insurance solutions for over 15 years…read more Five years ago I changed to save money I never realized I was not getting close to the coverage I was receiving from Insurance solutions for maybe 500 more a year. The customer service with the new company was awful so needless to say I went back to insurance solutions the following year. Today I had a problem with one of my policies and Kevin and Sue worked on it all day they were amazing !!!! I also adore Linda in the office if I email her I get a response with in 5 min or less and Lee Pappalardo has been a big help with our health insurance. A lot of my employees use them as well for their homes and cars. They are just a wonderful and helpful company and care about saving you money !!!!

Have been with Insurance Solutions for many years. They have the best customer service you can…read morefind. Penny Ouellette is one of the most caring, patient, and knowledgeable representatives there. She has helped our family many times through the years and continues to always be there to help us with any questions we have. She explains everything and takes as much time as needed so that you can understand. If she is unsure she will always find an answer and get back to you very quickly. She has always made sure our policies are a good fit for us. She is A++++

If I could give this Bank 0 stars I would. Upon opening a brand new account, I was NEVER told that…read moremy deposits would be held hostage for 5 days. I was NEVER told deposits over $1500 (hello-every person's deposit) would be held for 2 days. So EVERY TIME I make a deposit they hold my funds for 2 days. I was NEVER told you can't make a mobile deposit for 60 days. Save yourself the headache and bank ELSEWHERE!!

I always go thru the drive-thru and the teller (MIKE) is always so pleasant! Great customer service…read moreand a smile!!! Thank you