Great guy, happy to have him handling my retirement goals now. He is a "must meet" personread more

From the owner: ✯ Financial Advisor ✯ US Army Veteran ✯ TSP Options ✯ Retirement ✯ Early Retirement ✯Specializing…read morein Federal and State Employees/Retirees Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Also available by appointments outside of business hours.

Have been coming here to do my taxes for a few years now. Best pricing around. Considering getting…read moresome other financial services through this company to experience other areas of expertise they offer.

From the owner: Financial Planner, Financial Consultant,…read more Tax Preparation, Tax Preparation Service, Investment Service, Retirement, Medicare

Great service, great advisors if you want to invest, want to have an insurance for yourself or a…read morelove one and tax services.

Leo & Phil Proulx provide warm and friendly financial services in a relaxed but professional…read moremanner. We have been clients for over 30 years and have been very happy with both their financial planning and tax prep work, and highly recommend them.

Very helpful and budget friendly tax support. Highly reccomend I will be returning next year!read more

Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

This review is specifically for our portfolio manager, Patrick Gingras. He is fantastic- very…read moresmart and does an excellent job patiently outlining investments in layman's terms. When our father passed away he was instrumental in helping us navigate that challenging and confusing time with sincere kindness. I've worked with a few financial advisers who have only been out to upsell me to things I don't need to earn high fees- Essex is not like that and it's a breath of fresh air! Very high recommend- thank you Patrick!!

From the owner: At Essex Financial, we specialize in taking a client-centric approach to finance. Whether planning…read morefor retirement, managing a business, or maximizing financial plans, we uphold the fiduciary standard and aspire to provide the best service and financial guidance to our clients. Our advisors at Essex Financial value our clients and embrace their successes as our own; if we believe that your current plans are working and your existing advisors have done well, we will not hesitate to let you know! Beyond the business side of things, Essex Financial prides itself on community involvement as we strive to make our community stronger and more united through individual and business-wide efforts.

We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

Great local banking option. People not fee driven. The location is convenient. They also have a…read moredrive up atm.

From the owner: Arrha Credit Union is your full-service, not-for-profit financial institution founded on education…read morein 1929 that focuses on caring service with the latest technology, personal and business services. Yes, we even answer the phone with a real person. Located in Springfield and West Springfield, MA and Enfield, CT. Arrha, meaning a pledge in earnest, is one of the oldest words in the English language and reflects our pledge to assist our members in reaching their financial goals by providing superior products and services in a personal manner.