As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

I have called the Armstrong group 3 times for a booklet on trusts and have Never received any…read moreinformation or a booklet from as promised. I have spoken 3 times with the person who answered the phone. Each time they have taken my mailing address and then NOTHING. It's been weeks. If they can't even send a booklet in the mail I wouldn't want them handling anything else.

I have done business with Barry Armstrong just about when he came into business. My wife and I knew…read morewe needed an advisor because we were retiring and were totally mesmerized by all,the offerings at that time. Believe me it is scary to relinquish control of all your financial accounts but we did and 14 years later we are totally happy with what Armstrong Advisory has done for us. Through all the turmoil of the past decade,we have not lost a penny. What I looked for was an honest company based on integrity and I got that! I need financial security in my late years and that is still a priority and feel confident ,it will continue. Thank you Barry and glad I met you.

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

I used to work for a major credit card company that had an affiliated financial advisor consulting…read moregroup and I had grown accustomed to the 'used car salesman' consulting approach to 'financial coaching and advising', which is, 'I'll ask you a few questions and then you listen to me tell you what I know about financial planning". The experience has been refreshingly different while working with Frank. He asks questions, listens, and re-states what he hears which gives me a chance to find out what exactly I hope to achieve in retirement. It's sort of a "financial therapy" approach which gives me confidence that the choices I make are best suited for my overall 'well-being'. Holistic financial planning is how I would explain it. Very happy to work with Frank. -Nicholas

From the owner: I answer your questions about life's financial challenges including retirement planning, paying…read moredown debt, buying a home, and financing college. I'll work with you to get your financial life in order so you can eliminate money-related stress and feel more confident with your money. I provide a supportive coaching experience without the intimidation or sales pressure you'll get from other financial professionals. My typical client earns less than $120k per year.

You will love this guy. Michael Barbarita is the best support system I have ever encountered. We…read moreare moving to a larger facility and Michael did all the research, asked the right questions, prepared the projections and spreadsheets and was able to convey the data/information to me in layperson's terms. He analyzed everything and was able to tell me what I was able to do and not to do. His guidance has been invaluable!!! He has a lot of experience in supporting companies trying to get to the next level. He is on time and available to me whenever I call. This includes weekends and at night. He is dedicated, professional and amazing. He is a great fit for an interim CFO. I will always keep him "on staff" for my future needs.