excellent business with friendly,knowledgable staff. have been with this company since its…read moreinception and I am very pleased with the results. I wish I could give it more than 5 stars!!

We had a great session with Dustin. He was very professional and made us very comfortable…read morediscussing our financial issues. He gave us great advice on how to pay off our debt and move forward to finance our daughters education. He has made many valuable suggestions that we are following up on. I would recommend him highly to those in need of financial counseling or investment strategies.

My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

My wife and I met with Vera to make sense of our finances after getting married this past summer…read more The next six months will involve considerable life changes in geography and career for both of us; Vera's insight was incredibly helpful and encouraging and empowering at what feels like a somewhat vulnerable period in our lives. We were able to speak frankly with Vera about our hopes and fears. She reassured us that we made good decisions and have the capacity to make more. We recommend that people go to Vera if they're looking for advice on building wealth. We went in anxious but came out empowered and hopeful about our future. Thank you so much, Vera!

Just go to Vera, and tell her everything. Seriously, she's great. Very detail-oriented, provided…read moreadvice on things I didn't even remember mentioning. From SSDI asset protection, to different bank accounts, to dealing with taxes as a Real Estate Agent. I would like to echo the other reviews in that I left feeling empowered about my finances. She also helped me look at the risks of my professional ventures, and gave me a sense of security in my 1-year plan. I'm sure I will meet with her yearly to check in and re-assess. She also offered to meet with my brothers anytime over Skype, since they live in Arizona. When I first inquired on her yelp page, she gave me a free consultation phone call, and then scheduled a meeting in one of Newburyport's quaint and lovely offices. :) Her communication style is clear and up-beat, with written notes to help visual aid. After the appointment, she constructed all of the notes into a document and emailed to me. Woot woot!

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

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

As tax season approached this year, I was faced with the daunting task of finding a new accountant…read more I was very lucky to have found Rhee + Company in Natick, MA. From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations. The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management. I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.

David and Peter are consummate professionals and accounting gurus. They will fight for you using…read moreeverything legally at their disposal to make sure you get the biggest refund possible. They also work as great financial advisers providing practical advice that's actionable. Perhaps most importantly - they are great people. A sincere team that really cares about you and your family. Highly recommend.

My wife and I have been clients of Stonehearth Capital for many years. We have received GREAT…read moreadvice with regard to our investments. It started with a financial plan which was created based on our financial situation at the time and is updated accordingly. Our portfolio has done very well, so well, I retired early. Also, the staff is awesome. Our personal financial advisor, David Juliano, is fantastic. In addition to meeting with him on a regular basis, he makes himself available to answer questions or concerns with regard social security, insurance etc and even questions we may have with regard to my mother-in-laws (she is not a client)monies. They have gained our respect and trust. We do not make a financial move without first getting input from David. If you are looking for a financial advisor, look no further, give Stonehearth Capital a call. If I could give Stonehearth Capital 10 stars, I would.

From the owner: Fee-only fiduciary wealth management firm serving individuals and families with $500,000+ in…read moreinvestable assets. We provide comprehensive retirement, tax, estate, and ongoing portfolio management services. Introductory consultation available to determine mutual fit.

I have worked with Cutter Financial Group for years. Their customer service is second to none.read more

From the owner: Cutter Financial Group specializes in building sound retirement wealth management systems for…read morecurrent and future retirees in Massachusetts.

Provincetown is so lucky to have someone like Chip Capelli. He's not only possesses a wealth of…read moreknowledge in everything from accounting advice to financial planning, but he's also a really nice person and has become a friend of ours. I strongly recommend him.