My husband has been trying to transfer his Morgan Stanley IRA since July due to their extremely low…read moreinterest rates (.01). Each time he checks, he's told that it's in progress. When he checked on August 9th, he was told it was rejected because they needed clarification of the new account number. When he checked again on 8/22, he was told that it was in queue and would resubmit. On 8/30, he was told it was in process and could take 3-6 weeks. On 9/11, he was told that it was resubmitted on 8/30 and could take 3-6 weeks to process. On 9/19, he checked and was told it was rejected on 9/18! The reason was because they needed the account number and the new bank address. We don't think he'll ever be able to get his money transferred so that he can receive much better interest. All his communication was done on live chat so everything is documented.

Etrade struggles with retaining accurate information on your account, including trade history…read more For example, doing this years taxes I went to calculate my cost basis for stocks sold this year, all of which were bought on Etrade over the years. The 1099 form provided to the IRS showed an acquired date of before I was born and no dollar amounts. When I submitted a query to get accurate information, they told me they couldn't find a record of the original trade (purchase). Furthermore, it's not their responsibility to keep stock trade information and that I should have made my own backups. As a result, even though I sold this stock at a loss, I will have to report it as a gain on my taxes since they could not retrieve the cost basis.

this is the worst company ever they do not have good customer service nor good company policy is…read morebeen 2 1/2 years and we still cannot get a calculation or anything done for my mom's pension. Please go somewhere else to save your money and destroy your money for pension and survivors and all that this is not a good company with bad customer they do not help you. They do not communicate with you and they take a long period of time to handle your matters and we're still waiting.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money. No one is helping me at all I am getting the run around being told different things by everyone. Sierra from employees resolutions said there was nothing she could do I have to wait like I have been everyday with them doing nothing for me. They won't even call USAA to get my money back.

I came in and they wanted me to sign all sorts of waivers including ones that were not true, like…read morethat they had given me a quote on National Flood Insurance and that my property was underinsured and I accepted that this would interfere with claims. I left. They were polite but seemed very inexperienced.

Anyone out there looking for a local insurance company that literally goes above and beyond for you…read morewhen you need them? Please check out Lemire Insurance Agency in Hudson MA. I use them for home, auto and my small business. Their prices are the best and their customer service is outstanding. www.lemireinsurance.com

" Banks all over Boston " This bank is all over Boston …read more We can literally stop any where , in Boston ma . On the go and find this bank, so it saves us from fees . We love that. Parking is difficult but manageable.

Zeroed out my account and they still won't let me close it. Everyone is saying something different,…read moreno coherence with the customer support line and the branch. I am over all the bullshit this place has put me through

Had an account there for 10+ years. Never heard from anyone and when I finally did, was informed I…read morewasn't significant enough for them to consider. I moved to ETrade - no fees and a lot more support , both online and in person.

My father recently passed away and the team at John Hancock was professional, kind and handled the…read moresettlement of his affairs swiftly. They communicated well and took a huge burden off of my back. When it comes to financial services or intangibles in general, people typically only leave reviews when they have a problem and I think thats a shame. If you are considering John Hancock, take the plunge! You won't regret it.

John Hancock has perfected the art of taking simple tasks and turning them into multi-week stress…read morenightmares. I genuinely don't know how a company handling people's retirement money can be this inefficient. Save yourself the headache. If you like things done on time, with clarity, and without finger-pointing, look somewhere -- anywhere -- else.

Lucky is the best works at the Dcu Marlboro Branch. She is very and I highly recommend her and…read moreDcu thank you Paul Egizi

If I could give this place zero stars I would. They are complete idiots here. They actually don't…read moreknow how to do anything and nor did they even try to work with me. I've been a member here since 2008 and they couldn't even open a tenant escrow account if their life depended on it.

I've always had wonderful, prompt, and friendly service. Curt Jr. has alerted me when thinks looked…read morewonky with my escrow account and followed it up to fix it without me having to do anything. If I need a digital copy or an answer to a question, I get a response incredibly fast. Absolutely great folks.

Have had Everett and Sons for over 20 years and have never had any problems. I like the…read moreMapfre/Commerce auto insurance that they partner with and have only had a few "incidents" for them to assist with and it was flawless. Last year I was engaging some discount options on the policy and they gave me great advice as a strategy which gave me an even better discount on my premium. Thank you to all at E & S's.

Rich has been doing my taxes for the past 5 or 6 years. He's great, timely, professional and nice…read more Reasonably priced, too. I highly recommend them.

I cannot recommend James Associates for accounting or tax related services. As a new business…read morecustomer, James Associates filed my corporate federal and state tax returns so late that I was assessed over $2000 in penalties and interest. My W-2's were also provided so late that I had to file for an extension. The IRS code on the late issuance of W-2 forms allows for much higher penalties had they been informed of the late W-2 issuance. The late payment of the $456 MA corporate tax I incurred could have been avoided by informing me that the payment was due in March rather than waiting until October to tell me it was due. For reasons that are still not completely clear to me, after speaking with people in the MA DOR corporate and personal tax offices, I was informed that I would be required to file an additional Mass corporate return for the next year even though my returns were marked final indicating that I was ceasing business operations at year's end. When I mentioned this to James Associates they confirmed that I would need to file again for the following year even though I had clearly stated verbally and in writing well before the due dates that I intended to cease doing business in the current filing year. Because the Mass corporate return is derivative of the federal return I was obligated to do an additional federal and state return for the following year even though the IRS had confirmed that no additional return would be necessary. Realizing in March that James Associates was not going to issue my W-2 or have my corporate return completed in time to for me to estimate my personal tax liability, I dropped off a letter in early March requesting assistance on estimating my personal tax liability so I could avoid underpayment penalties. I got no response so I did my own W-2 and federal 1120S and provided those forms to H&R Block so they could estimate my tax liability. I also submitted my versions of the W-2 and 1120S forms to James Associates in the hope that it would expedite their completion of the filings. The filings were made 7 months later in the last week of the extension period for personal tax returns. The W-2 and 1120S filed were identical, from a tax perspective, to the versions of the forms that I had provided in March. Having incurred a significant number of business expenses in the year after closure I spoke to an IRS representative who informed me that the IRS would accept corporate expenses incurred after closure of the business as offsetting personal income. But they qualified this by saying I should consult with a tax professional. Reluctantly I called James Associates and asked if Rich James was in. The receptionist said he was and asked who was calling. I identified myself and waited much longer than it should have taken to transfer my call. The receptionist finally returned and informed me Rich was not in although she thought he was. I informed her that I had been advised by the IRS to talk to a tax professional regarding business expenses incurred after business closure related to my personal return and that James Associates was familiar with all of the information pertinent to this question. I never got a call back. Fortunately I was able to find a Tax office within walking distance of Davis Square who freely gave me advice on the above as well as how to get the business closed in the eyes of the MA DOR and on how to possibly receive an abatement on one of the penalties I was assessed. Finally I reached out to a friend who is a member of the Mass Bar Association who worked in his father's accounting firm when he was young. He advised me to request that James Associates provide me with information regarding their liability insurance policy so I could make a claim against it for the penalties and extra expenses incurred. I submitted this request in writing. After waiting several months with no response I finally dropped off a letter documenting my dissatisfaction and giving James Associates a chance to respond before I documented my experience on Yelp. Predictably I got no response.

I have bad experience with employees of the TD bank on 1833 center st West Roxbury ma ,the…read moreemployee is not good respectful at all specially the two old women I think one of them is from India she still new and other old women is no one can control them ,the manager he's new too and no experience at all he's doesn't know whatto do , they had good people before they left and I was so happy to came there but right now I decided to close my account due to bad employees .

Helpful staff, knew rules and how to best use them to set up account with least fees.read more