Working with Jeremy was great. We had been filing our own taxes but as life got more complicated,…read morewe turned to a professional and we were very pleased with our experience. Jeremy was responsive and eager to help us out. His secure online portal made it easy to share info with him safely but he was also available via phone. He is upfront about his pricing and, I feel, has set us up for future success. We plan on using him again in the future.

This is the second year I am using Jeremy Dunn as my tax preparer and he is excellent.read more

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

I would like to put a 6-star for Joe's professional and ac-knowledgeable, however, the Yelp only…read morecould offer 5-star option. Based on my situation, my 2016 tax return was a little bit complex since too much life events happened to me and my family, such as big moving to different state, became a veteran, job status changed, etc. Trust me, I tried my best to call all of the number on the yelp for "Tax service near Boston", and none of the tax service facilities or companies could offer me a wonderful solution, which kinda beyond their acknowledge. Even though some companies told me that they have successfully run their business in the town for more than 20 years, they still could not give me a solution based on my unique case. (Are they kidding me?! ) When I found Joe, not only he explained why my case is so unique, but also, he offered me a very good solution with a very reasonable outcomes, as a CPA! Again, I was not paid by anyone to leave this review for him. The reason why I am putting this review is because he totally deserves this full-star review! If you think H&R block or TurboTax is better than him or any other CPAs, please discard my review or any kinds of review on the Yelp, since you do not need to see any reviews before you choose and enjoy your free return offered by many tax software or tools! However, if anyone is struggling to find the best CPA, or you may like my situation that moving to Boston area recently and need your new CPA instead of your old city's CPA, Joe will be your best choice! He is the best CPA I have ever met!

I spoke with Joe on the phone a few months ago about doing our taxes. He sounded nice enough. As…read morewe sent hime all our paperwork, he started asking for things that were irrelevent to this year's taxes. In addition, he was telling us we had some of our paperwork that he asked for wrong when in fact, it was not wrong. Then he started berating us and was very condescending. He was actually putting this stuff in a very harsh tone in emails. In my opinion, it felt like instead of working with us on what needed to be done, he was bullying us. We were shocked. To top everything off, his bills were considerable higher than prior returns. Suffice it to say, we would never use him again.

Been trying to have my Mom's acct transfered to me for 6 months. They keep telling me they either…read more"hit a Snafu" or don't know how to set up an acct or send a docusign! This place seems shady and I may never get my inheritance from them. They can't set up an Acct????!!!! Incompetent or criminal?? STAY AWAY.

Financial Services Company. They found my resume on Monster…read moreand said I would be a good fit for their company. An "interview" was set up for me. I arrived to find out it was not an interview but an information session with other "candidates". A rep from the company gave an overview and handed out a questionnaire -- basically asking what type of contacts I have and if I will be willing to lean on them to buy financial products. I answered honestly and said no -- my gut tells me i won't hear back from Moody Street Group, LLC I felt mislead and will stay away. Waste of a morning and my valuable time.

This place clearly doesn't train its advisors. The staff is uneducated and clearly not looking out…read morefor the clients best interests. Save yourself time and go somewhere that will actually care about your money

I have had an amazing experience since the moment I stepped into the office here at Concord Wealth…read moreManagement. The leadership is incredible and motivating. I chose to continue my career here because of the open architecture and support in the ability to help my clients reach financial success. The fact that my own career is greatly benefitting from this decision is also a wonderful byproduct. I look forward to continuing my growth within leadership here with Concord Wealth, as well as helping more families and small businesses who honor me with being their financial planner.

I've been working with Dan and his team for years and cannot recommend him enough. I trust him…read moreimplicitly!

Dan is a very conscientious advisor. He ensures that you understand your financial position and are…read moreaware of the potential risk and benefit of the approach he recommends. He is willing to meet to address your emergency concerns along the way. He has fastidious awareness of the funds he recommends. Most importantly, he engages you in the selection and decision making process to the extent that you are willing to participate. It is a pleasure to have had this financial relationship with him over the past twenty-two years.

When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

Thanks Bill and Brian for a great experience. Highly recommend them if you're looking for expert…read moreadvice and partners you can trust with your wealth!

From the owner: KinneyMunro is an independent wealth advisory firm founded by financial services veterans embracing…read moreholistic financial health. We are dedicated to our clients, providing objective advice and creating comprehensive wealth plans focused on their best interests. Those plans are informed by the insights we have gained over three decades of investing experience.