My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

Brokers are very honest and reputable. I can't speak for other locations, but this location has a…read morereally good team. I wouldn't trust my money with anyone else.

Dina and Owen at Pro Accounting & Tax Services have been beyond helpful! We switched to using them…read moreboth for my company's taxes, as well as for my personal taxes. We previously worked with an accountant who never seemed to put our needs/interests first and that is just not the case with Dina and Owen. They're attentive, detail oriented, and eager to help us. Glad we made the switch.

I am beyond thrilled with the service I received from Pro Accounting and Tax Services! They were…read morevery attentive and thorough with both my business and personal tax needs. I am happy to have finally found an accountant who asks questions and pays attention to every last detail. To top it all off, they are friendly people and have great rates. Highly recommended.

Kevin was extremely thorough and explained everything to me! Helped me out tremendously, I even…read morerecommended him to my family.

From the owner: Every time we meet with a new business, we rediscover (together) the power of having the right…read moreinformation at your fingertips. Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe — or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way.

My wife and I went in for Medicare planning with Dawn Marsala and was blown away with her reception…read moreand package she prepared for me! Before leaving we met Michael Bajada and was convinced that my retirement packages could be more beneficial under his management, and he proved himself by providing a second to none investing and provision plan that has me completely satisfied! On our way-out Gale Carnevale asked us about our auto and home insurance. She said no way, we were paying too much and that like FORD, she had better plans. She called us the same night to tell us of the savings she had for us; we screamed and went in the next day to seal the "TRIFECTA!" From Medicare to Retirement to Auto Ins, we're more than satisfied with the ONE STOP planning they provide! The most important thing with coming here was that we met people who are now friends and their personal touch sealed it!

From the owner: We help and educate our clients on saving and accumulating money. Business retirement planning,…read moreMedicare planning, Life, Health Insurance planning.

Terrible business. The girl that answers the phone is rude. She does not do her job and I can say…read morethat they are stealing money. Do not use this business.

Teri Gardella is amazing! I am one of those people whose house looks organized on the outside, but…read morewhen you open up a closet or a drawer everything is a mess! My garage really needs help and this is the main reason I asked Teri to help me. We spent about three hours on the garage, which was so helpful because we were able to organize a portion of the garage and begin to see what the garage will look like when we are done. The next time she came, I wanted her help with an area of my house that is full of papers and junk. She helped me sort through all of it. I love this part of my house now, this corner used to be the bain of my existence. It is organized with proper bins and baskets that are labeled. It has been about a month since she has been here and it remains organized! I highly recommend Teri! You will work side by side with her so you will spend time talking. Not only is she good at what she does, but she is fun to talk to. She is very easy to get along with. I have scheduled our third session together and I can not wait because we will be tacking the garage again. Hire Teri, she will make your life easier. She gets things organized in a way that will save you time and stress. She is great!

Teri helped me organize the digital systems I use in my business. She streamlined my email and…read morecalendar so everything synchs with my website, computer and phone. We started with an initial consultation and I was impressed by how Teri really listened to my needs and offered some helpful tips. We scheduled a three hour session where she came up with a personalized system that would help me in the way I like to work. The three hours she worked with me was really worth it. I honestly couldn't have done this on my own (at least without endless hours and frustration). She easily programmed everything and explained things. It's been six months since I worked with her and I am endlessly thankful to have a system that is easy and works well for my needs. If you need some help organizing your digital systems for your work and personal life, Teri can help.

I always had Tom do my taxes. Last year, my taxes were passed along to someone else. Needless to…read moresay, I received a ridiculously low return. Not going to return

I had been using their services for years and working with Tom. As soon as my taxes got even…read moreremotely complicated, they were passed to a completely inept employee. When asked to make it right, I received no response. Having my taxes done at Island cost me over $2K in the long run! Will never use their services again.

Cozy little office with a hometown feel. Upon entering you're greeted by Shirley the branch…read moreassistant who really lights up your day. The financial advisor Joe is a pleasure to work and extremely friendly. You get the feeling that you are special and really matter to them rather than just a number like many other financial services. I would highly recommend them.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. 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.

Ernest and his staff work hard to get you unbeatable rates - thsi time they saved me over 500…read moredollars on my homeowners insurance. Ernest is tireless at finding you the best rates possible.

Ida and Ernie have been extremely helpful and responsive to both my personal and business insurance…read moreneeds. Their knowledge and experience has been second to none thus far and I look forward to recommending their services to friends and family moving forward.