This office cancelled an appointment my elderly mother made three weeks in advance *the night…read morebefore the appointment* because the planner was "too busy with taxes." She was a paying customer like anyone else, and badly needed financial advice after the passing of her husband. She had waited patiently for her appointment to get some advice. No compassion and terrible customer service. Avoid for sure.

From the owner: We are Family Wealth Managers. We specialize in goals-based investing, and planning for all…read morescenarios and seasons of life. We believe in showing compassion, being present, working intentionally, and being mindful for our clients. We serve clients in all seasons of life, but are especially adept at Estate Planning and Charitable Giving.

I found Bob Deutsch just by searching online for someone. My parents and I went to meet with him…read moreto discuss their personal finances. Not only was he very personable, but I found him to be honest as well. He listened to our situation and talked to us for about an hour. He gave us some advice, but told us that a CFP wouldn't really be of help to us and that he wouldn't take our money. He recommended an estate lawyer and gave us a name. I just really appreciated that he didn't just try to take as much money from us as possible. He even gave us some advice without charging us. So, I would recommend him as he seemed like a really honest guy.

I can't think of anyone more honest and trustworthy than Bob Deutsch…read more He has been handling my mother's finances for 30+ years and is now handling ours. When it comes to customer service, he goes above and beyond the call. Wouldn't trust our financial future to anyone else.

Great people and processes. I have known Peter since 1994/1995. Big fan of his executive…read moresummaries and goal tracking. Keep it simple.

The knowledge of my tax preparing person Connie is very easy to talk to. She is patient when…read moreanswering questions the thoroughness of her work is amazing . Very easy to contact. I feel the fee that is charged is appropriate I feel very confident when my forms are submitted I breathe a sigh of relief when everything is done for another year

If I could give these folks zero stars, I would. You would be better served finding a squirrel…read morewho'd gotten ahold of an abacus to complete your taxes, and the squirrel would probably be quicker. The communication from the staff is poor on a good day, they do not (or can not) keep track of the documentation you submit, and if you have the misfortune of being assigned to Alex Franch, be prepared to deal with someone who is incredibly rude. Try literally anywhere else. Going with this group was a colossal mistake.

Easy to use website but moreover, great results on Index funds and ease of funds transfersread more

I visited the office in Hingham and was disappointed to find they wont allow anyone in the office…read more They have a person on video to direct you and if you want to meet with someone you can't. Unless, you call and then come back. You could only stand a few feet in the door and although you could drop a check into a box, who wants to do that when your dealing with $$$?? There was construction going on in the building so you could barely hear the guy on the video speaking. Even the local Credit Union and Banks I have been to have open offices...just sanitize and wear a mask. What's so hard about that??

I had an issue purchasing a new house with our current insurance company and they couldn't get me…read morethe needed insurance. I found Gordon Atlantic from speaking with a few friends and I'm blown away by there service. They actually took the time to listen to me and found the best solution to fit my needs. Oh and I have better coverage for less money than my previous insurance company so win win!!! Unfortunately I needed to use my insurance shortly after switching to them and the service I received was by far the best I've ever had dealing with an insurance company

I swapped my business auto policy, home owner's, and a personal vehicle policy to Geoff @ Gordon…read more We saved $1800 a year, thats good but his dedicated service is why Gordon will get the remainder of our policy's when they expire. Very pleased.

The customer service from this place is pure garbage. Incompetent employees and when you make a…read morepayment online for the sake of sanity, good luck with them knowing where the payment is. I had a small collection account I didn't even know about and contacted them to pay it off. At one point I mistakenly overpaid and they said they couldn't refund the difference. Instead they said I must contact my bank so I did that. I then paid the exact amount and they said they don't know where the payment is. What??? Lol and you can't speak to the financial department. Companies should not do business with them. It's foolish.

Scammers. This company sends fake collection notices in the hopes unsuspecting people fall for…read moretheir scam. I received a $1,200 collection notice for an ATT account. Guess what? I have never had any ATT services (no TV, no cable, no cell, nothing). They claim is an ATT cable account from 5 years ago. 1) I don't own a TV 2) ATT was not even in the area 5 years ago! If you don't pay they hurt your credit score. Talk about extortion! Google "EOS CCA" and you will find hundreds of complaints online. Even if this is a real company they are relying on a scam/ extortion to make money. Please report this company to the Business Bureau and the U.S. Consumer Financial Protection Bureau (CFPB). This company has been sued and fined by the government for violating federal consumer financial laws (see link and pics). https://www.consumerfinance.gov/about-us/newsroom/cfpb-takes-action-against-debt-collector-for-pursuing-disputed-and-unverified-cellphone-debts/