Ok I've been to a couple of these retirement seminars and if you as the advisor cannot be there at…read morethe beginning are you really going to be there when I need you. Unfortunately the kid that gave the seminar was nice he's had no information nor answers to any questions everything was referred back to contact info. It felt more like a time share sales briefing than a retirement seminar.

My wife and I attended one of Greg Lavelle's seminars in Webster (aka Retirement Advisors) and were…read moreconvinced to look further into their services. We made plans to "meet" with him via phone conference. Prior to the meeting I had questions via email that went unanswered so I asked to reschedule. Greg never got those messages and was surprised when I told him about them. After rescheduling and holding the phone meeting he promised to send us his "financial analysis" by email. It never came. I called and emailed but got no response at all from his team. Again, Greg apparently had no idea of these missteps because they weren't communicated to him. Eventually we received the analysis by email (weeks later), reviewed it and emailed him back to say we wished to proceed... but never got a reply. No follow-up whatsoever. Is he too busy to care or is his team just incompetent? In any case, this is not a financial company I wish to be handling my retirement accounts.

My wife and I attended one of Greg Lavelle's Retirement Advisors seminars in Webster and were…read moreconvinced to look further into their services. We made plans to "meet" with him via phone conference. Prior to the meeting I had questions via email that went unanswered so I asked to reschedule. Greg never got those messages and was surprised when I told him about them. After rescheduling and holding the phone meeting he promised to send us his "financial analysis" by email. It never came. I called and emailed but got no response at all from his team. Again, Greg apparently had no idea of these missteps because they weren't communicated to him. Eventually we received the analysis by email (weeks later), reviewed it and emailed him back to say we wished to proceed... but never got a reply. No follow-up whatsoever. Is he too busy to care or is his team just incompetent? In any case, this is not a financial company I wish to be handling my retirement accounts.

From the owner: We are a local firm committed to providing honest and dedicated personal assistance and service for…read moreall of our clients' retirement planning needs. Professional and reliable advice is given to help you address your concerns and take advantage of financial opportunities. We will apply our knowledge and experience to your unique situation and work with you to develop a financial strategy that is appropriate to you.

Keith is a pleasure to work with and highly responsive. Credit card processing can feel very…read moreimpersonal, but when you work with Keith and his team, you feel a true partnership with them. Any issues that may arise, they are only a phone call or email away. Within minutes they are in touch and helping you through the problem. With security and privacy issues paramount, doing business with Keith gives me piece of mind that my customer's credit card information is highly secure. He is always on top of the latest technology and making sure his clients are protected.

From the owner: Commonwealth Consulting Group, LLC. is an electronic payments business consulting company and…read moreprovider of ATMs. We work with all of our clients on an individual, customized basis. We do this because every business's accounts receivable operations and requirements are different and should have specific applications and processes to be as efficient and cost-effective as possible.

Unfortunately, my husband and I had a very negative experience with Samantha and Jessica. They…read morerecommended we invest our money in a specific annuity company. It provided them with a very high commission and tied up our money for several years. Overall, we discovered they offered recommendations in THEIR best interests, not ours. We are now in a much better place, currently working with a highly reputable and experienced financial advisor.

From the owner: Specializing in Retirement Planning, we offer Investment Advice as fiduciaries to our clients…read more Co-founded by sisters, Jessica and Samantha Scott, third-generation Financial Advisors, Scott Advisory Group continues a proud family tradition of providing investment advice and management dating back to the 1960s. This legacy of excellence in full-service financial planning is a responsibility we honor with care and dedication. We encourage our clients to ask questions, learn as they go, and grow with us to develop a relationship that goes beyond your accounts. Helping you create a full financial plan is important to us. We are not your average Financial Advisors. We are different because we are a family who truly cares and you will feel that in working with us. As fiduciaries, we always put our clients' best interests first.

This is what Banking should feel like. No Lines and greeted with numerous smiles and knowledge…read more I just left the Mill Street Branch in Worcester and immediately was escorted into Angela Maher's office. Angela went above and beyond to explain my new business relationship with a premier Bank. I now remember Angela form her stellar performance at TD Bank. TD Banks Loss is Bay States Gain.

Friendly staff, great account options to choose from, and easy to work with! We walked in and were…read moregreeted right away. We were looking to open an account close to home. Lauren explained the best account after we told her what we wanted, and we got an ENTIRELY FREE checking account with rebates, cash back, and no hidden agendas. If you swipe your debit card often, then this is the place for you. You get cash back if you do 12 or more debit swipes a month. All the other Banks penalize you if you do too many. This bank is encouraging it!

I've been banking here for almost 20 years. They have always been pleasant and easy to work with…read more The points system is very helpful for fees, decreasing loan interest rates, etc. I highly recommend.

everyone there is very welcoming . Trisha is very helpful and it's the best banking experience I…read morehave ever had !! keep up the great work !! simple and painless transaction every week !!