Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

Bait & switch with our refi rate, plus an endless stream of paperwork, document uploads, and other…read moreassorted hoops through which we needed to jump that always seemed to be marked as "time sensitive" made this a very unpleasant experience, but we had already been dealing with trying to refinance for months and took it all just to be done with it.

I love this bank! I've been here about 6 months -- I picked them because they have branches close…read moreto both work and home, but I've ended up loving them for a whole bunch of other reasons: First, they don't really charge fees for anything. And the savings account has an interest rate over 2%, which is better than you'll get in most money markets these days. So financially it's a good pick. They also give you some cash back on card purchases, and refund ATM fees from other banks so you can get cash anywhere. Also, unlike my previous bank, they were able to set up my personal and business accounts in one portfolio so I can transfer money easily from business to personal, instead of having to walk into the bank with a paper check like I did in the last place. Best of all, the customer service is awesome! They've taken care of everything I need, quickly and cheerfully. They'll call you personally if you make a mistake, and cut you a little slack if you go below zero in the account for a day or so before a deposit comes in. I actually *like* going to the bank. The staff makes a point of getting to know customers, and they'll greet you by name and talk for a bit if you have time. Usually they offer me coffee or cookies or a bottle of cold water when I go in. Their hours are good too, open a little later than some banks. All in all an A+ so far.

The best bank and staff in Belmont . I have been with them for ten years and always they treat…read moreclients like family Thank you Leader

I wanted to have some funds in a second back with a branch convenient to me in Belmont. I got…read moreinformation from 3 banks that would be easy to get to, ruled out one where parking was never assured and finally chose Leader. Juliana Perez greeted me when I walked in and proceeded to describe their account options. I chose the Zeugma account with a very attractive interest rate that is paired with a checking account that requires a little activity each month. Juliana explained it all thoroughly and also offered other products and services that I may use in the future. She was charming and professional and made me feel that I had chosen the right bank.

David was amazing a breath of fresh air after the other CPA firms I contacted to do our taxes. Not…read moreonly did he do them on time with very short notice right before April 15, but also provided a nice consulting call after and helped set me up with quarterly payments to the IRS. It's been the best filing experience I've ever had and really felt like you could trust them. Danzak CPA is great and a firm who isn't trying to gouge you on ever intricacy of your tax situation. It was a very human engagement and I can't thank them enough!

Prompt response. Cordial and knowledgeable CPA for width breadth of experience that enables firm to…read moredeal with complex tax and regulatory issues to allow the partner to problem solve.

I rarely leave negative reviews, but my experience with the accountant was so appalling that I feel…read moreobligated to warn others about Gerald F Paolilli. I contacted him with a few reasonable questions about my return that he prepared. I was immediately met with passive aggressive attitude, condescending comments, and a complete lack of professionalism. Rather than answering basic questions, I was told to "go elsewhere" and also to hurry up and pay the invoice. I wasn't being difficult, I just wanted to understand few things. Apparently, that's too much to ask this accountant (who is clearly a miserable person). I have never been treated with such blatant disrespect by a so-called professional. It's honestly shocking that someone like this is running a business. If you're looking for an accountant who is patient, respectful, and willing to communicate, I strongly suggest you look elsewhere. Avoid Gerald F Paolilli at all costs if you value being treated like a human being.

Outstanding accountants. We have worked with Roger for several years and have found him to be…read moreextremely knowledgable, approachable, and professional. He has always been patient about answering my myriad of questions. I give him the highest possible grade--and the rest of the firm as well.

Dana has been my financial advisor for over 20 years. It's great to have someone who's…read moreknowledgeable and personable, and who I can trust. He guides me on financial matters and gives me peace of mind. He and his staff always have the client's best interest in mind. I highly recommend Dana and the services provided at AFG.

Dana was extremely professional and knowledgeable, always quick to respond to any questions or…read moreconcerns that I had. He went above and beyond to ensure that I was well informed regarding my finances. I'm very happy with the service that he and his team provided.

Friendly insurance agents - have variety of prices but back office can be disjoint.....read more

Lindsey, company president is very easy to work with. He also has an excellent support staff who…read moreanswered all of my questions. They are quick to respond to emails and provide great customer support.

Horrendous customer service. The staff is not knowledgeable, and isn't interested in being helpful…read more Try another agency. This one is just going through the motions.

I was with the same agent for years who I hardley ever called nor did they call me. It was not…read moreuntil a friend of mine mentioned saving a few hundred dollars on insurance that I desided to shop around. In just two days, Brown and Brown got back to me with an offer that saved me over $600 a year. The agency took the time to go over all my coverage in detail to help me make some informed changes as well. I now call my agent without feeling like I am bothering them. To my suprise, they reached out to me again recently when I added my daughter to ensure I got a discount for good grades that I was not aware of and this saved even more money. With teen drivers and insurance costs, it is nice to know I have someone looking out for me.