Commonwealth Financial Network Dawn Latham

Arcadia is not a good choice to manage your money, they made a lot of errors. A few examples are…read moreincorrectly executing our back door Roth accounts and another employee calling me to tell me he has hours of work ahead of him to fix it and that person owes him lunch for a week. Most months I would have to email them to invest my automatic investment, it would just sit in a cash account. The last straw happened when I decided to purchase 35k worth of an artificial intelligence ETF mid-July. During the following two weeks it took a large hit. I decided to stop looking but the last time I had looked, once again, my regular automatic investment into a more conservative ETF was sitting in cash, so I emailed them asking to invest it, and deleted the Fidelity app. A week later, on August 7th 2024, my wife who almost never looks at our accounts decided to look and asked me why they sold out full position in the Artificial Intelligence ETF. I bought at the top of the market for a giant loss as well as our full position in a very long term hold of a vanguard technology ETF with significant long-term gains triggering a taxable event and put all of it into a conservative ETF a couple days prior without my knowledge or consent. I called and emailed the owner and only heard back when my email said "I'm leaving the company". Mike, the CEO told me it was all bad luck and I must have walked under a ladder. I requested an in-person meeting, he told me he can do that after the summer with his family at his Cape Cod home and that will have to be sometime in September. If you are looking for a hands-off experience or have little knowledge about investing I would steer clear of Arcadia Financial because you will not catch all of their errors they will consistently make , which will be detrimental to your goals. If you are like me, who have a working knowledge of investments, and think hiring someone may help you stay the course, you'll be managing the portfolio yourself anyways by telling them to fix all the mistakes they make. Quite frankly, I don't know who would be a good candidate to work Arcadia Financial. No skin off their back though. Part of my conversation with Mike when he was summering at his beach house, was to tell me he has enough portfolios where he can just coast from this point if he chooses. If you are on the fence about allowing them to manage your money, I encourage you to check out past employee reviews. Common examples include not being payed correctly, bad moral, and no leadership.

Great long term family advice! Advocates for a financially responsible lifestyle! Apple picking…read moreevent is a must attend!

Finocchiaro Taxes and Accounting

I first used Finocchiaro Taxes in 2022, when my long time account retired…read more I have found them to be great! Very professional, friendly, and most importantly accurate & though-row. Francesco is so proficient and really experienced he has earned my trust and respect. If you need an accountant, I highly recommend this company. DJChambers 9/11/2025

Learn from my experience! Think twice if you're considering having your taxes prepared by…read moreFinocchiaro Tax & Accounting Services in Methuen, MA. The son (Francesco Finocchiaro) of Santo Finocchiaro was going to try to charge me $750 when I met with him. This insulting price was to prepare two fairly simple tax filings. Keep in mind that only two weeks earlier while shopping for an accountant to help with my taxes I had been quoted $250. That was to prepare both filings. This was quoted to me by an entirely separate and unrelated accountant working in another town. I have every reason to believe the father, Santo Finocchiaro was a reputable accountant who up to this point built a solid business and understood the meaning of what is fair. As for doing business with the son though, I say be safe. I wouldn't have a thing to do with him. Attempting to price gouge his customers strongly suggests an opportunist. That young man has a lot to learn about word of mouth in regards to reputation and what is fair when dealing with customers. That is of course if he ever wants any of them to return to do business with him again. If I could have given this business a lower rating than just one star - I would have. And NO. I would not refer this business now to anyone nor will I stop warning people of my experience there. What's fair is fair.

West Newbury Insurance Agency

(1 review)

Hi I want to commend how wonderful this company is! We have had all of our insurance policy's under…read morethis company and ha very been so happy with them. Rick is amazing and so on top of things that I really feel I'm in good hands and always feel Luke I'm a priority when I reach out to him! 14 years of excellent service and experience!

Dave Newman - State Farm Insurance Agent

Kristen is the most competent rep I've ever done business with in any company I've dealt with. She…read morealways double checks everything she does to get you the best price with no mistakes.Always goes the extra yard

Kristen is the best i have been doing business with her for 24 years always no matter how big or…read moresmall the problem it is always handled fast and professional.

Mariah McClay - State Farm Insurance Agent

Fast, attentive, easy to use, responsive. Excellent customer service! Would highly recommend!read more

outstanding customer service experience with state farm representative Taylor meal thank you for…read morehelping me and my family

Liz Ryan - CrossCountry Mortgage

(1 review)

I spoke with Liz after speaking with 3 other mortgage lenders. She was absolutely wonderful. I have…read moremany gifts, but understanding the intricacies of securing a mortgage - especially in today's market - is not one of them. Liz walked me through, in detail, the entire process and explained everything in concrete terms that I was able to understand. Unlike other lenders, she was 100% transparent, which secured my trust and business. She also had a more diversified portfolio of options for us to explore. I would recommend her to anyone seeking a mortgage. You will not be disappointed.

Lucas and Associates Public Insurance Adjusters

3.7

(3 reviews)

These folks claim they will be your champion when you suffer an property loss and need to deal with…read moreyour insurance company. DO NOT believe this. They will do nothing more than charge you for a VERY expensive estimate of repairs that they will then submit to the insurance company for you. The insurance company pays no attention to what they have done. They claim they will negotiate on your behalf, but once the insurance company rejects their estimate, they just say "OK, our job is done" and demand payment from you. In fact, their contract makes ALL of your insurance money route through them until they collect their fee. Huge waste of your money and time.

We went through a traumatic event at our business and it was a very emotional and confusing…read moreexperience. Luckily we had Lucas Public Adjusters on our side to make the process as easy and efficient as possible. They were very compassionate and worked to get us everything they could on our insurance claim. Can't thank them enough for everything they did for us in our time of need. Would HIGHLY recommend!

Ambrosi Donahue Congdon,CPAs

We used ADC for tax returns for our personal and small business taxes for the last 6 years. We were…read morevery happy until this year. We were just informed today, April 23rd, that they are no longer working with our type of taxes. (Their website still states that they do!) They said that we should have received an emaI to inform us back in December. We didn't receive any email (Yes, we checked Spam.) In past years, Abby had told us that they automatically file extensions for their clients if we are not ready by March 15th each year. We assumed that would also be the case this year. Before April 15th my husband called the office, but his calls went directly to voice mail. He left messages and his calls were not returned. Emails were responded to with auto replIes stating they would respond shortly. No response though. No extension was filed and now we are scrambling to find another CPA. We hope that we will not be incurring any penalties as a result of their lack of follow through and unprofessional approach. With the critical announcement of losing their services, shouldn't they have asked for confirmation that we understood we could no longer count on them?

Everything was very organized. And it was easy to compile the documents. Abbey Dodge was very…read morehelpful.

Lemieux Insurance

(1 review)

Medicare was so confusing. The confusion ended after meeting with Richard. He was extremely…read morehelpful and explained it so I could understand. Highly recommend

Cole Harrison Agency