I have been working with Jason Rogers for about 5 years now. I have nothing but great things to say…read morehow he has handles my accounts, but the real reason for the quote is because the responsive customer service has been more than exceptional. I highly recommend him!

excellent business with friendly,knowledgable staff. have been with this company since its…read moreinception and I am very pleased with the results. I wish I could give it more than 5 stars!!

Here's all the reasons Dave is great:…read more - He gave me a quote and listened to my situation through Yelp, instead of making me call or visit for a consultation. No one else would give a quote aside from an hourly rate. - He was very patient on the phone and explained things slowly when I asked dumb questions, but was never at all condescending. - He finished the job very quickly. - I never had to come into the office or print anything out. All documents were uploaded through a secure website. - I paid him online with a credit card. A++ would recommend.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto

I have worked with Cutter Financial Group for years. Their customer service is second to none.read more

From the owner: Cutter Financial Group specializes in building sound retirement wealth management systems for…read morecurrent and future retirees in Massachusetts.

Outstanding and personal guidance that matches with our strategy. Can't recommend SHP highly…read moreenough. Derek and team are completely aligned with what we need.

We are very happy with SHP! Everyone is very nice and helpful! Our retirement is right on track!!read more

I have been using Dave for years. He knows his stuff, gets things done on time and has great tax…read moreadvice.

David has been my accountant personally and for my businesses since 1990 and he has been a great…read morehelp with our tax returns and our business consulting. He has helped us with finding software to run our business to giving us direction on financial matters. He has been invaluable over the years with his help and guidance and I can't say enough about his integrity and guidance. I strongly recommend David to anyone looking for an accountant who is willing to help you in all areas of your business or personal finances!!

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

Marshall Tisdale and Diana are an amazing team. They have the perfect balance of expertise and…read moretrustworthiness. I would never have anyone else manage my investment portfolio. They keep tabs on my investments and deliver personal service. They always tailor their advice to my specific needs. Kathy F

I knew Marshall ben Tisdale at Edward Jones for a while and always heard good things about his…read moreprofessional career. Finally, I decided to discuss my financials and early retirement plans with him and went to see Marshall in his office which is conveniently located off exit 32 (I-495) in Westford. Being a small business owner, I had plenty of questions related to my current and future finances especially if I was to offer any type of benefits to my employees. Marshall explained the differences between different programs and was able to suggest a few options which would work the best for me personally, and for my business. Thanks to Marshall, now I have some idea about IRA, Roth IRA, & 401K. He's got my business and I will highly recommended him to everyone who is looking to plan for the future.