07/29/20 Update - I…read morecontacted Cap City for an estimate to refinance my mortgage. Within hours I had a print out showing what to expect. Fast forward a few weeks later and I had my closing! This refinance helped me save over $400 a month compared to my previous mortgage. I highly recommend Johnathon and Cap City Finance for any mortgage related needs - they make the entire process easy!!

Johnathan and his team are absolutely who you want to be working with when house hunting. His…read morecommitment, responsiveness, and calm, collective demeanor make him an excellent and trustworthy resource. From my first call he was friendly and happy to answer my questions and share his expertise in a way I could understand. His responsiveness and ability to provide support on the drop off a dime on a holiday weekend were key in getting our offer accepted and then he got us locked into a fabulous rate. He was a dream to work with - even my realtor was impressed.

When I first met Ron, he offered to look at my taxes and see what I could have saved if I were…read moreIncorporated and the results were eye opening. Let's just say Ron handles my business and personal taxes, my payroll service and my monthly business finances and expense reports giving me quarterly profit and loss statements. I am happy he was referred to me by another business professional.

Ron is professional, organized, dedicated to his craft, and the epitome of a tax guy. Above all,…read morehe's very reasonable and won't gauge you on your taxes. Be sure to reach out for all your tax/accounting needs.

I recently worked with Christina and it was an absolute dream!…read more Navigating auto and home insurance can be confusing and challenging but Christina knows her stuff and was extremely thorough - and patient!!! I'm not exaggerating when I tell you that I worked with her for over a year in getting quotes for my insurance before I actually purchased coverage with her. I had been with my current carrier over 20 years so it was not a decision I made lightly. However, I will tell you that the level of service that I received, even as an inquisitive prospective customer, was some of the best I've experienced. The fact that Christina was ALWAYS willing to pick up the phone and talk through my questions (and I had many) is a testament to her commitment to be there for her customers. I will tell you I did get some great rates on my auto, home and umbrella insurance. But honestly...the service is the main reason I choose to work with Loiselle insurance. Every interaction has been friendly and professional. I feel safe and confident trusting them with insuring my family. You really can't put a price on that!

With my former insurance policy, My monthly rates kept creeping up every 6 months, without…read moreincident. I reached out to Loiselle Insurance agent Christina DeRita, Christina found me a great rate, less than 25%of what I was paying with the former. Christina has amazing customer service and I will be recommending more people her way. Give her a call today!

My experience working with Lopez Insurance & Tax has been very positive. I was several years behind…read morein my business and personal income tax filings and was missing a lot of critical information that was needed to file accurate tax returns. Ms Lopez helped me in contacting the IRS on the phone to get the relevant information and then in filing the missing 3 years of federal & two states in a couple of days. Also while we were waiting for the IRS callbacks, she helped me lower my car insurance by approx $5000 a year. Her pricing was very reasonable and a fraction of what my last CPA would charge me. I received the refunds owed to me in about a week. I would use their services again.

Did an ok job on my taxes but lost and forgot to mail my checks to pay the state taxes. They…read morecovered the amount but I won't be using them again.

Newport Tax Services has done our taxes for a few years now. My husband works as a contractor so…read morehis taxes are not as simple as the average person. Newport Tax, and specifically Peter, has always done a great job for us. He is very professional and patient explaining our taxes to us and what to do to reduce our tax burden by putting more money into retirement, etc. I really like the personalized service that we were not getting at our last provider. Every year we would get a different person and with Newport Tax, the same team knows you each year.

Always a pleasure working with Margaret and George, they are professionals and know their business…read more Very accessible and responsive as well.

Paul Vicario, CPA I…read morewas referred to Paul Vicario to guide me with a financial decision for which I needed some clarity. Paul returned my call the same day, actually after 8pm. Not only was he personable and took the time with me over the phone by asking all the relevant questions to properly guide me, but he was so knowledgeable and very thoughtful. This may sound impressive when it's sometimes difficult to find trustworthy and knowledgeable professionals, but this was even during a busy time (tax season). His guidance was incredible that I actually said to him "why didn't I think of that". My only regret is that I didn't know him sooner. PS. Though I look to Yelp to read reviews, usually I'm not one to write any, however I felt that it was important that I did so this time. It may help someone else.

I felt it was my duty to give this company a YELP review detailing my brief relationship with this…read morefirm. Received a voicemail from a woman who identified herself only as Joan and left this phone number and please could I return the call. No company name, no reason for the call, nothing other than please call. Not knowing the reason for the call and thinking it could be personal or family, I returned the call, entered the extension and a male answered the phone. I explained that I was returning a call from Joan and without even asking who I was or why I was calling he goes into a 45 second sales pitch on the accounting firm. Notwithstanding the fact that my office is over an hour north in another state, I listened and then said "I appreciate your call but I think we're pretty well set with accounting needs right now but are always happy to consider all options". There was silence and I thought he was working on a response to my offering of an opening and then I heard the distinctive sounds of a hang up. No "thank you for your returned call", no "thank you for your time", no nothing except a rude hang up without even the courtesy of closing the call that they asked me to place to them. Really? This is how you manage business development and opportunity? Good luck with this! I noticed that prior to me, there were no reviews for this company on yelp and after seeing how they handled the call they asked me to make to them, I can see why.

Billeri and McGarry have been my insurance agency for almost 15 years. They are an excellent…read moreagency and all of the staff is extremely helpful. Everyone who works for this company is extremely knowledgeable, friendly, always professionally courteous and considerate of their customer's needs. They continuously work very quickly and accurately to deliver to their customers. I highly recommend this agency to anyone who is looking for insurance.