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.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Mark is the man! One-of-a-kind…read more He and his team recently helped me close my 2nd mortgage with Leader Bank at incredible speed. Making things happen and easing any and all concerns I had. They made sure I could close and move-in as soon as possible even if it meant they were working after hours and late on the eve of a major holiday. I'll follow a team led by Mark anywhere

Working with them now did my application for a mortgage pre approval feb 25 and am still in the…read moreprocess. I submit all my documents the same day I'm asked and I don't hear back for days if not weeks. This is my second pre approval first was with a different bank and I was given a pre approval the same day! I'm a little worried after reading all the reviews . I understand it can be very busy, but almost 2 weeks just to look over paperwork and get an answer that I need different paperwork is somewhat unacceptable . The person I'm working with is great and very knowledgeable , but unfortunately she's probably overworked and has many other pre approvals to do which I get it's prob not her fault . Just wish the process was smoother as I'm very hands on and get things done right away. I will update my review once I hear back or if I decide to go with another bank.

Eagle Trust has wonderful, hardworking people (who pick up the phone! promptly reply to email!) and…read moreI have trusted them to with my car insurance (and now condo insurance) for years. Thank you to Cindy for always taking the time to look up the best rates and sending over my policy while traveling (such a fast response). Highly recommend!!!

I have been working with Eagle Trust for the last 6 years, since I moved to the Boston area. Ivone…read morehas helped me numerous occasions change, renew, and update my auto and condo insurance policy. She consistently got me the lowest quotes compared to insurance giants like Progressive and Geico and even got me significantly lower rates than other agents in the area. I recently moved away from Boston and Ivone is still helping me with insurance for my rental property in Boston. Thank you, Ivone and Eagle Trust for all your support the last several years!

The worst banking experience ever... I have no words to describe the level of incompetency from…read morelocal level to national level. Go somewhere else.

Trying to process a withdrawal for over 2 months. They continue to make mistakes and I have to…read moredouble-check everything that they do. I finally went into the Little ton, MA office and the person that I dealt with was hostile as well as defensive. That experience was worse than dealing with multiple people on line. This error that they made is going to be costly for me and they seem to still not have the ability to fix it. I will be leaving Fidelity as soon as I can.

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.

If you voice out your concerns or downgrade your accounts, or close some of your accounts, they…read morewill start to treat you like you are nobody. Sucked in for 28 years into this criminal, greedy bank, I finally pulled out $1.5M out of there and closed all my accounts.

This BofA branch is pretty organized. Almost everytime I go in, I'm greeted by a friendly rep at…read morethe front counter. The ATM area is attached and generally kept tidy.

This place just offer ordinary coffees, but one of the most convenient and comfortable facilities…read morearound Harvard Square for working or studying, like sofas and sockets. I think that's the reason why there were always full of customers. Latte: Hot and cocoa-y, but too small portions. I finished it with just a few sips.

Capital One Café is legit! For one, the location in Harvard Square is super convenient. The…read moreinterior is very modern, not quite as comfy as a typical café... maybe a bit corporate in a way, bit still a good vibe. Quick and easy, too! The menu is very typical for what you'd expect, with plenty of coffee and tea options. I love that they're always running promotions and offering freebies - my kind of spot!

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.

We came in to open up an account but had unique challenges. Instead of turning us away, like they…read morehave at much larger banks, Anaika and Markens helped us as much as they could, made a quick call to the branch manager, Richard Garcia and between the 3 of them we got our situation resolved, a new account opened and a new banking relationship was made. This level of hospitality is the difference maker for me and my family when it comes to banking, and the team at CSB on Cambridge Street went above and beyond. Thank you for your service to the community of Cambridge, MA.

The service here is fairly quick. I'm never waiting for too long…read more The lines are never too long.

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!