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.

Review Regarding: Nick Stevens, Presidient/Owner of Evergreen Retirement Planning,…read more 399 Boylston St., 6th Floor, Boston, MA 02116 Business phone: (978) 495-6848 I highly and absolutely recommend Nick Stevens. He recently helped me so much with my retirement and all my financial investments. He is great overall - very professional, knowledgeable, detail-oriented and personable. He especially helped me with all my financial investments so that my money is always working smarter and increases all my investments and value.

From the owner: Evergreen Retirement Planning is a registered investment advisor providing financial planning,…read moreinvestment management, and all consulting included in a monthly flat-fee of $525 per month located in Boston at 399 Boylston Street 6th Floor.

Best Financial Services company. Did my taxes with excellent from this year and amended the last…read moretwo years.

From the owner: As a Principal at Opportune Financial Services, I leverage my MBA in Business Administration and…read moreAccounting and 10 years of experience in corporate accounting, financial analysis, planning and forecasting to provide comprehensive and customized solutions for clients. My mission is to help individuals and companies optimize their financial operations, reduce their tax liabilities, and achieve their wealth-building goals. I have a proven track record of delivering high-quality and timely financial reports, models, and forecasts, as well as conducting in-depth and rigorous analyses of various financial scenarios and metrics. I have successfully developed and implemented tax-efficient strategies that resulted in significant savings and compliance for my clients. I also have strong communication and presentation skills, enabling me to collaborate effectively with internal and external stakeholders and convey complex financial information in a clear and concise manner.

Dana has been my financial advisor for over 20 years. It's great to have someone who's…read moreknowledgeable and personable, and who I can trust. He guides me on financial matters and gives me peace of mind. He and his staff always have the client's best interest in mind. I highly recommend Dana and the services provided at AFG.

Dana was extremely professional and knowledgeable, always quick to respond to any questions or…read moreconcerns that I had. He went above and beyond to ensure that I was well informed regarding my finances. I'm very happy with the service that he and his team provided.

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.

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