Always get answers to my questions and prompt help in filling out forms, depositing checks etc…read more have been with Fidelity for 35 years and has been a beneficial relationship in growing my retirement funds

Today I invested in a money market account at Fidelity in Danvers, Mass. Michael Fennell is my…read moreassigned advisor. I like to think of him more as a "monetary concierge" Michael is down to earth and he genuinely likes people. He always seems to want to make a situation better and to learn as much as he can in the process. I felt heard... no pressure.... he was transparent and knowledgeable. I am a tough customer ( just read my yelps) but I prefer to write positive yelps. People like Michael make it easy to write good reviews. Thanks Michael and thanks Fidelity. Happy New Year too.

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

Pam Boardway is the type of CPA I have always wished for! She is incredibly knowledgeable,…read moreresponsive and proactive in her approach to all her clients. She takes the time to get to know her clients so she can suggest strategies that meet their individual needs, whether for personal or business taxes. She and her team are a pleasure to work with - I would recommend them highly!

Up until last year, my tax season would go something like this: do nothing until April 10th, then…read morescramble to find all of my paperwork, find a cheap online program, and cross my fingers that I did everything right. But then last year I started a business and with the new tax law, I knew I had to start working with a business tax expert. In our first meeting together, Pamela walked me through my business structure options ... and even referred me to a local business attorney to file all the appropriate paperwork. Then when tax season came she made the process as easy as possible. She mailed me a file folder to hold all my documents as they came in the mail. I simply mailed that and her straightforward questionnaire back, and she and her team did the rest. The process was seamless and transparent from beginning to end. If you're a North Shore business in need of an accountant or want a second opinion on your current situation, I highly recommend you schedule a time to talk with Pamela Boardway.

I worked with MCU to obtain a HELOC loan. The rate was very competitive but most impressive was…read morethe speed & the flawless execution among all internal MCU departments to finalize the loan. From the initial contact with David Varno, Mortgage Specialist to Lynne Grenier, Sr. Loan Processor to Alexandra Gilberg, Branch Manager at the beautiful Peabody-Andover St. location, the professionalism was exceptional. My hats off to such a dynamic team. Thank you. Tom L.

From the owner: Metro Credit Union is the largest state-chartered credit union in Massachusetts, with over $3.4…read morebillion in assets. Metro provides a full range of financial products like checking accounts, savings accounts, personal loans, mortgages, vehicle loans, commercial loans, retirement planning, and more. Metro serves more than 220,000 members in MA and NH, as well as employees of over 1,200 companies through its Metro@work program. Founded in 1926, Metro operates branch offices in Boston, Dorchester, West Roxbury, Burlington, Chelsea, Framingham, Lawrence, Lynn, Medford, Melrose, Newton, Peabody, Reading, Salem, and Tewksbury. Our Andover Street location in Peabody offers an ATM, coin counting machine, and notary services.

Set up a phone consultation and no one ever called. Had to call them to reach out. The woman…read morelaughed at me the entire time we were on the phone. Kept calling me "girl" (I'm in my 30's) Told me she only works with the wealthy and their children but my parents do not have money there but she's willing to work with me. Was absolutely rude and humiliating. Told me to go call another company.