Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

We had one meeting with one of their financial advisors. He spent about 20 minutes with us. My…read morehusband sent him additional information so that he could guide us better, but the guy never followed up. We never heard from him again. Also, nice offices, but it doesn't look like anyone does any real work there. I would recommend finding a small, reputable office where service and the customer mean something!

From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Burlington is here for you, serving the area north of Boston and neighboring towns, including Waltham and Woburn. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Highly recommend Dave and his staff. I found him to be very knowledgeable regarding a recent…read moreproblem I had with estate taxes. Saved the day! Thank you!

My wife and I met with Vera to make sense of our finances after getting married this past summer…read more The next six months will involve considerable life changes in geography and career for both of us; Vera's insight was incredibly helpful and encouraging and empowering at what feels like a somewhat vulnerable period in our lives. We were able to speak frankly with Vera about our hopes and fears. She reassured us that we made good decisions and have the capacity to make more. We recommend that people go to Vera if they're looking for advice on building wealth. We went in anxious but came out empowered and hopeful about our future. Thank you so much, Vera!

Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided…read moreadvice on things I didn't even remember mentioning. From SSDI asset protection, to different bank accounts, to dealing with taxes as a Real Estate Agent. I would like to echo the other reviews in that I left feeling empowered about my finances. She also helped me look at the risks of my professional ventures, and gave me a sense of security in my 1-year plan. I'm sure I will meet with her yearly to check in and re-assess. She also offered to meet with my brothers anytime over Skype, since they live in Arizona. When I first inquired on her yelp page, she gave me a free consultation phone call, and then scheduled a meeting in one of Newburyport's quaint and lovely offices. :) Her communication style is clear and up-beat, with written notes to help visual aid. After the appointment, she constructed all of the notes into a document and emailed to me. Woot woot!

Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

I recently sat down with Barry Dick at Merrimack Financial to get some advice on some money issues…read moreinvolved with retirement. Found him to be very helpful.