What a joke? Phone number rarely works..........no one seems to work after 4PM.....we have a small…read moreaccount.........but seems no one wants to help us invest !!! Sad new office and no one works there

The fidelity phone system and AI chatbot are worth zero. Its a joke. Fidelity should be ashamed of…read morethemselves. When you call, you speak to rookie after rookie. Its a shame. As I business owner I laugh when they call me for my teams 401k account. They can't even answer a question without putting you on hold.

I've been banking here for almost 20 years. They have always been pleasant and easy to work with…read more The points system is very helpful for fees, decreasing loan interest rates, etc. I highly recommend.

Dina was very helpful! paying a bill while in a cast! She even addressed the envelope for me!…read moreThanks for always being there!

Keith is a pleasure to work with and highly responsive. Credit card processing can feel very…read moreimpersonal, but when you work with Keith and his team, you feel a true partnership with them. Any issues that may arise, they are only a phone call or email away. Within minutes they are in touch and helping you through the problem. With security and privacy issues paramount, doing business with Keith gives me piece of mind that my customer's credit card information is highly secure. He is always on top of the latest technology and making sure his clients are protected.

From the owner: Commonwealth Consulting Group, LLC. is an electronic payments business consulting company and…read moreprovider of ATMs. We work with all of our clients on an individual, customized basis. We do this because every business's accounts receivable operations and requirements are different and should have specific applications and processes to be as efficient and cost-effective as possible.

Ok I've been to a couple of these retirement seminars and if you as the advisor cannot be there at…read morethe beginning are you really going to be there when I need you. Unfortunately the kid that gave the seminar was nice he's had no information nor answers to any questions everything was referred back to contact info. It felt more like a time share sales briefing than a retirement seminar.

My wife and I attended one of Greg Lavelle's seminars in Webster (aka Retirement Advisors) and were…read moreconvinced to look further into their services. We made plans to "meet" with him via phone conference. Prior to the meeting I had questions via email that went unanswered so I asked to reschedule. Greg never got those messages and was surprised when I told him about them. After rescheduling and holding the phone meeting he promised to send us his "financial analysis" by email. It never came. I called and emailed but got no response at all from his team. Again, Greg apparently had no idea of these missteps because they weren't communicated to him. Eventually we received the analysis by email (weeks later), reviewed it and emailed him back to say we wished to proceed... but never got a reply. No follow-up whatsoever. Is he too busy to care or is his team just incompetent? In any case, this is not a financial company I wish to be handling my retirement accounts.

Carr Financial - They are amazing!! You meet with them 2 times a year (more if needed), you can…read morecall with any questions you may have. They are patient and explain everything in detail. and do a great job making investments for you. I would rate them a 10 if I could -- they are that good!! We would HIGHLY recommend them.

Called for financial advice and to become an established customer. I was told that a certain dollar…read moreamount was required at all times and that I "sound young" so they didn't know how doable that was for me. A younger male told me he would talk to his boss and get back to me. Never received a call back and was clearly judged by the sound of my voice before even providing them with any financial information. 10/10 do not recommend.

My wife and I attended one of Greg Lavelle's Retirement Advisors seminars in Webster and were…read moreconvinced to look further into their services. We made plans to "meet" with him via phone conference. Prior to the meeting I had questions via email that went unanswered so I asked to reschedule. Greg never got those messages and was surprised when I told him about them. After rescheduling and holding the phone meeting he promised to send us his "financial analysis" by email. It never came. I called and emailed but got no response at all from his team. Again, Greg apparently had no idea of these missteps because they weren't communicated to him. Eventually we received the analysis by email (weeks later), reviewed it and emailed him back to say we wished to proceed... but never got a reply. No follow-up whatsoever. Is he too busy to care or is his team just incompetent? In any case, this is not a financial company I wish to be handling my retirement accounts.

From the owner: We are a local firm committed to providing honest and dedicated personal assistance and service for…read moreall of our clients' retirement planning needs. Professional and reliable advice is given to help you address your concerns and take advantage of financial opportunities. We will apply our knowledge and experience to your unique situation and work with you to develop a financial strategy that is appropriate to you.

This is what Banking should feel like. No Lines and greeted with numerous smiles and knowledge…read more I just left the Mill Street Branch in Worcester and immediately was escorted into Angela Maher's office. Angela went above and beyond to explain my new business relationship with a premier Bank. I now remember Angela form her stellar performance at TD Bank. TD Banks Loss is Bay States Gain.

Friendly staff, great account options to choose from, and easy to work with! We walked in and were…read moregreeted right away. We were looking to open an account close to home. Lauren explained the best account after we told her what we wanted, and we got an ENTIRELY FREE checking account with rebates, cash back, and no hidden agendas. If you swipe your debit card often, then this is the place for you. You get cash back if you do 12 or more debit swipes a month. All the other Banks penalize you if you do too many. This bank is encouraging it!