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    Check Cashing Company

    2.0 (2 reviews)

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    Concierge Wealth Management - Julian B. Morris, CFP -provides unique financial guidance to hundreds of motivated, high earning, local families and individuals

    Concierge Wealth Management

    (21 reviews)

    North End

    My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

    JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

    Dimov Associates - George Dimov, C.P.A.

    Dimov Associates

    (72 reviews)

    Back Bay

    Extremely professional service. They handled some past year tax issues for me an took such a huge…read moreweight off my shoulders. Really happy I found them after my new move to MA.

    Bumped from two stars to three for these reasons:…read more 1) The company took responsibility for a mistake that triggered a $200 fine from IRS, and refunded me for it. Thanks. 2) I was able to reach my accountant on the phone easily during the peak season, and he gave me a quick answer in a few hours - during the weekend. Still, my experience was less than satisfactory. (1) The return that the team prepared had two mistakes, which I spotted and saved myself 6,000$. This is the exact opposite of H&R Block Second Look - I was the second look! (2) There was an additional mistake that triggered a review by IRS, which costed me $200 (refunded by Dimov, as mentioned). You don't want to get reviewed by IRS. (3) Even if I started uploading my documents early, big stuff in February and March 3 (with some small updates for few hundred dollars coming later), the return was ready only on April 6, and the signature docs only on April 8. Add the weekend, and we got REALLY close to the deadline. They even suggested filing for an extension... due to their own delay. (4) My accountant was incorrect about the safe harbor and about AMT cost basis. It took multiple messages to clarify the issues, and one question was eventually escalated to his manager, who initially missed the point and gave me an unrelated answer. After multiple messages, where I quoted the tax law, we were at last in agreement. (5) The free Q4 2025 tax estimate took a month (from Nov 7 to Dec 4) after being bounced from one person to another. I ended up doing it myself and it was just double-checked by their team. (6) The team used this Q4 estimate in my return, instead of the actual values from the previous year, requiring me to scan the return line by line to find incorrect data. (7) Through the process, I received messages from 13 different people. Only one of them appears on LinkedIn or any Google search. Draw your own conclusion about this. (8) They offered me a tax-estimate package where they would help me estimate my quarterly payments. This was priced as 3 hours at 360$. Does it take 3 hours to scrape a few bank statements for data (AI is really good and fast) or 3 hours to run their software on these numbers? Come on, this is 2026. Really, not what I was expecting.

    Naveo Credit Union - Front Door, April 2, 2015

    Naveo Credit Union

    (8 reviews)

    Inman Square

    If I could give zero stars I would!!! Sneaky fake credit union that is fee oriented. My husband has…read morehad this account for over 25yrs and he just started to receive a non activity fee on his SV acct. we only use this membership because he has had auto withdrawal set up forever and it's a PITA to switch (which I will absolutely will be now doing). We never received any notification nor any statements from them which has never been an issue due to the fact I only use the online banking. I just noticed the fee coming out of his SV so we called Sat Feb 24 and the MRS said she could only refund 3 months worth which is ridiculous and an insult to a member for over 25yrs. Noticed last night not only did the MSR not refund the 3 months, we were charged another fee on the 29th. My husband went into their Somerville Ave branch today and the MSR was equally as useless, ask to speak to a manager and she was useless. They really need to realize that Credit Unions are about the member, especially long time members. They give real Credit Unions a bad name. DO NOT DO BUSINESS WITH THIS FAKE CREDIT UNION. THEY SHOULD CALL THEMSELVES A BANK WITH THEIR FEES AND TERRIBLE MEMBER SERVICE!!

    With small bank you try to cut the Corner fee here and there but not worth it When you have a…read moreproblem! My husband had a problem with the ATM machine malfunction, it punching the wrong amount and it spit out the money and I took it back in. He went in complaint with the manager but the manager be cruel to him, not even help and even say to him that you "f**k" yourself! What kind of manager is that?! (The new guy) People who live on disability paycheck tried to stand up for themselves couldn't even get help from the bank! Is it difficult to go back to check the ATM bank's records?! With other banks you just fill out the dispute form and everything will be taken care of! No Thumb up for this one!

    Check Cashing Company - financialservices - Updated May 2026

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