Worst estate planner in Boston. The firm is owned by David Sorgi. The man​ is pushing 80. He is…read moreslow, forgetful, and incompetent. My sister and I are currently filing formal complaints with the Bar Association in Massachusetts and the Attorney General's office due to David Sorgi's bizarre and unprofessional behavior. Unfortunately, before my parents could fire him, they were both severely injured by the COVID vaccines which ultimately led to my father's death and the rapid deterioration of mother who is still alive. My mother has instructed David Sorgi on five different occasions to release all documentation to the custody of me and my sister so that we could get our sizable estate in order. However, David Sorgi, for reasons unknown, has repeatedly refused to release these documents Despite being told verbally over the phone on five different occasions by my mother to release the documents. He then forgets within 48 hours and the entire process must be started again. Simply arranging a phone call between him and my mother is challenging given my mother's disabilities. To make matters worse, Mr. Sorgi has made no effort to update my mother's 15-year-old will, even though there is over $20 million of additional assets that are still not listed. He hardly ever responds to phone calls or emails. My sister and I also believe he is conspiring with my younger brother who has recently used my father's death to seize control of the family finances and is essentially David Sorgi paymaster now; Which would explain David Sorgi's reluctance to finalize my mother's last will and testament and comply with our requests to see the Trusts As we believe they favor my brother. The last will and testament that David drafted 15 years ago, granted the executor of the estate, godlike powers, and the ability to cut out any other family members if they protest in anyway. Despite my mother's assurances that the estate will be split three ways, David Sorgi has made it impossible to confirm this information​ And he seems hell bent on preventing us from examining these documents. He also has made no attempt to draft or finalize a second Last Will & testament to account for the $20-plus million worth of assets​.​ My sister and I are currently speaking with law firms simply to retrieve the trusts that David Sorgi was ordered by my mother to give us. As incredible as all this sounds, it is 100% true and it would appear David Sorgi is suffering from Alzheimer's or some type of rapid mental degeneration.

David Sorgi was a great help to my mother and family in developing an estate plan. We are grateful…read morefor his kind assistance during a difficult time.

I have known Di Ciruolo for several years now and I'm so proud and excited to endorse her business!…read moreEver since I've been a mom, Di has offered help in recruiting nannys for me! I'm beyond busy and overwhelmed (Aren't most moms?) much of the time, especially since the addition of baby #2. I'm not sure where or how Di (mom of 2) finds time to do what she does (she must be superwoman) but she tirelessly sorts through resumes to find the most appropriate nanny for each family! I am so thankful to have her in my life and I know that any time I need professional help (and, knowing that the person is a safe, decent member of society) that she will be there for me! Can't recommend Di or SITTER STUDIO highly enough!

Last time my sister and I had dinner together, I could tell she had her hands full and LITERALLY…read moreoffered to hold her baby so that she could eat a meal with two free hands. She is freshly coming off of moving into a new home with two babies... a two and a half year old fun and feisty young girl and a 4 month old colicky baby. On top of that, her husband had the new house in a state of construction chaos! Needless to say, she was feeling MORE than overwhelmed. I suggested that she check out Sitter Studio, as I'd heard good things. Dianna Ciruolo came to the rescue and went out of her way to interview several candidates to be her mother's helper so that my sister could finally unpack some boxes! She could not be happier. There is no greater gift to a new mom other than the gift of time, and Di went out of her way to find someone qualified to help. They have weekly dates now and this mother's helper has greatly come to the rescue!

Attorney Jim Peterson helped me with a car accident a few years ago. He fought hard for me against…read morethe insurance company and stayed in touch the entire time. He got me the best settlement possible due to my car being totaled and my injuries. I strongly suggest you give him a call.

This wonderful place for adults with disabilities is also a wonderful place for employees!…read moreDisclosure: my mom works here- She has worked at American training for at least over 4 years and the community that she works with is so supportive! The owners must be as well. She had to have open heart surgery last year and the employees helped her incredibly by giving her THEIR time off! Somehow, through HR and the awesomeness of these folks' human nature and the company this was able to happen. I live across the country and could not feel better about a place of employment for my mom. I've met the individuals that she takes to places of employment or enjoyment, on a daily basis. The are beautiful respected and cared for. Especially by my mom! She loves her job. She loves these people and I am so thankful.

I highly recommend the Lucas Law Group in Melrose. David Lucas and staff were very professional,…read moreefficient and knowledgeable. They were friendly and very helpful in my estate planning needs. I definitely will go back to them.

Emailed on January 4, 2023 requesting legal service. No one reached out from the firm.read more

Joseph Gulino is a fantastic CPA that has over 25 years experience. I sold a business and found him…read moretoo late but he helped me quite a bit after the fact as much as was possible. Get good advice like Joseph Gulino can provide well before selling a business. He is great at tax reduction strategies. He shared with me many things I could have done if I had contacted him sooner. I know better now and can pass on my experience and advice to other business people in Massachusetts. I will be seeking advice for my new website www.quantumluxuries.com It is growing everyd day.

We needed an attorney to help us with estate planning and medical issues. STEPHEN came recommended…read morefrom a friend. We had a very good experience with this firm. Everything was taken care of timely ..professionally...and with the utmost attention to detail. The office is friendly and will make your experience much better than you might think We highly recommend him for your legal issues.

The best (and most caring, and without question most thorough) elder care law firm in greater…read moreBoston. Years after my consult with them I am still seeing the value.

When I met Liz, I knew she would be THE coach for me. Coming…read morein I was disorganized, overwhelmed, and lacked confidence. Coaching has made a huge difference. My confidence is sky-high. Her capacity to hear what was needed in my business influenced my actions toward incredible results. Her direction allowed me to present my companies to fortune 100 enterprises with persuasiveness and expertise. I highly recommend Liz and Integrative Leadership Strategies. I plan to continue to retain her coaching as we aim towards a million-dollar company!

I worked with Liz for almost a year and a half. She was so great at helping me out with exactly…read morewhat was holding me back that particular week. She is very knowledgeable in helping a business owner or team with organizational strategies, and ideas to help grow business. As I got more and more comfortable with speaking on the phone with her each week she even became like a therapist for me in particular, and would listen to my personal issues as well as my business issues and was always willing to offer advice. Please if you are on the fence about coaching, give Liz a chance. You will not be disappointed.