AGC Partners is has an excellent internship program that provides a great learning environment for…read morenew interns. It was a pleasure working and meeting everyone at AGC. I really appreciated everyone's patience and willingness to teach me about investment banking.

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.

Upon my mother's death I needed to access her assets for the estate. The assets were all going into…read morea trust for my disabled father. I contacted Investors Capital to help me do this. I faxed them the forms they needed and in turn they emailed me the complicated financial forms that I needed to fill out with a 5 page (small script) list of instructions on how to fill out the forms. I am a college educated person and I filled out the form to the best of my ability and mailed them off. Then waited 3 months for a check. I them emailed Investors Capital and asked how long the process should take. They then explained that I should send the forms again. The forms and death certificate were never acknowledged nor returned. Meaning that I could have waited a year and never would have been notified. I then filled out the forms again and mailed in another death certificate and two weeks later received an email form Investors Capital that was simply a forwarded email from the parent company written to him stating that the client forms were filled out incorrect and the forms wouldn't be accepted. (and the death certificate wouldn't be returned) The way this email was written one would assume that the parent company expected the representative to be filling out the forms. Like every financial adviser that I have ever worked with. Not once did the representative offer to help me fill out these forms. He never made any attempt to assist me in anyway other than send me 1 sentence emails. I finally had to have my lawyer deal with him. I can not believe that my 80-year-old mother was involved with a company as heartless and neglectful to their customers as this one. STAY AWAY

I've been with Investors Capital for over 7 years and I have nothing but wonderful things to say…read moreabout the company. Everyone there really cares about the clients they are serving and I would recommend them to anyone.

Amazing staff and results. Plan on going here for all my additional investment needs.read more

Started going to this guy back in late seventies when returns became bit more substantial & complex…read morebecause of newly acquired real property. For good 20-25 pretty much uneventful yrs except for couple of "routine examinations" as explained by this master manipulator. And so it went on under his guidance until 2004 when a standard triple decker multi fam was sold. Fully expecting uncle Sam to get his fair share of capitol gains of around $100K and while in the midst of preparing returns for the year he goes "By showing about $45-50K more in expenses we can possibly save about $15K in cap gains. Just a suggestion mind you, it's your call to make" Believing this guy knows what he's talking about and there to protect his clients, my reply was "sure Tony, go ahead" Huh. One fine day shortly thereafter uncle Sam sends a bill nearing $20K including unpaid tax, interest and a hefty penalty. Entrapment; You know it! When confronted him, on top of the obvious perfect excuse he goes " I'm hoping there's trust, we're family now" Should've walked away right then and there despite some friends urging hey idiot, what are you a friggen masochist? If this so-called "professional accountant" had done his job properly protecting you there should never have been an audit. Uncertain for long while and incredibly looking back, stayed on w/this back stabber I suspect mainly due to naiveness and also fact that up to then was not aware that the IRS compensates whistle blowers aka dishonest accountants anywhere from 15-50% depending on severity of intent, etc. Do family members fall into that category though, on the other hand if you can't screw family who you gonna do? Apologies for ramble but read on, it just just gets juicier. Four years went by until mid-August 2009 when a huge fire that started on 1st fl of a different triple decker multi-fam rendered total loss of not only mine but another three fam right next. Insurance paid the claim of course since tenants admitted they had a party w/forgotten candles the night before. Main thing there were no fatalities thank God, all 3 families w/children got out safely due to functional smoke detectors. Year and half later in 2011 ended up selling the burned out left over shell. Here's where it gets real interesting, straw that finally broke the camel's back. Went back to this mo/fo, apologies to any ladies who might be reading this (but it's short for family member anyway) again expecting to pay bet $125-150K in cap gains, this time, he's going for the kill!!! "No need to claim the $500K plus insurance money, let's just report the sale of property" which came to $260K he goes, adding of course the proverbial "it's a chance we're taking you understand, think about it and let me know what to do." Dumbfounded stood there in disbelief. How in the hell this king of slime had managed to stay in business all this time is beyond me, unless of course there are more dummies out there. Umbilical cord finally severed, walked away from this unscrupulous accountant oh and by the way along with him don't have to cough up extravagant $3500-4000 annual fee.

I've been going to Anthony for 20+ years for tax prep. He's done a great job, and I'd highly…read morerecommend him.

Extremely dedicated professionals with immense markets of financial markets and products, yet still…read moreable to communicate it to someone with just a basic understanding of the subject. Great guys, always willing to meet or talk about investment decisions and changes to my portfolio. Really feels like they care about each client, something you don't get with the major wealth management firms today.