I have called the Armstrong group 3 times for a booklet on trusts and have Never received any…read moreinformation or a booklet from as promised. I have spoken 3 times with the person who answered the phone. Each time they have taken my mailing address and then NOTHING. It's been weeks. If they can't even send a booklet in the mail I wouldn't want them handling anything else.

I have done business with Barry Armstrong just about when he came into business. My wife and I knew…read morewe needed an advisor because we were retiring and were totally mesmerized by all,the offerings at that time. Believe me it is scary to relinquish control of all your financial accounts but we did and 14 years later we are totally happy with what Armstrong Advisory has done for us. Through all the turmoil of the past decade,we have not lost a penny. What I looked for was an honest company based on integrity and I got that! I need financial security in my late years and that is still a priority and feel confident ,it will continue. Thank you Barry and glad I met you.

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.

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

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.

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.

I have been considering doing a condo conversion of my 3-Family home and had a ton of questions in…read moreregard to the Tax implications. I was referred to Don by a real estate attorney and was a little apprehensive about calling him up out of the blue and firing off 15 or 20 Tax questions to him. As I worked my way down the list Don answered every question quickly while also offering additional scenarios to consider. He provided some real peace of mind in knowing that I could rely on someone to sort through all of the Tax code that will surely come into play with selling off 3 condos. I think I've found my new tax guy.

Very disappointing experience with this firm. They are non responsive to time sensitive issues,…read morenot returning calls/emails. Very unprofessional.

Update : After my…read morephone call to clarify , seems like removal was done. Satisfied for now.

Had a phone call with them. The agent was pleasant for the most part. Until they became pushy for…read moreme to "pay" for my debt. Oh kind enough to offer 10% reduction because my balance is "oh so high". I apparently have an outstanding balance of almost $400 from "Tolls" from Elizabeth Rivers Tunnel (ERT) from Virginia. My debt went to them May 2025. As of yesterday I'm just NOW finding out I have an outstanding balance from tolls. When I contacted the agent she was quick to let me know how admin fees and late fees play a part. She couldn't answer my questions in regard to: what, when, where. The charges took place. Nor couldn't tell me the "singular" event(s) that led me to this $400 bill. Then she suggested I could have incurred this sometime in 2024. Which is ODD because I was on DEPLOYMENT for 9 months of 2024. Then the "address" they were sending my "notices" (+5 of them) was an OLD address from 2 duty stations ago. Then the system updated to send it to my parent's place. Now I have to wait til tomorrow to contact ERT and ask what's the issue. Which will be funny because the agent claims that the debt is no longer their concern. But at the same time ERT is "allowed" to put a HOLD on my vehicle's registration and add another $40 holding fee. Which CSS will then match that fee to pass the buck to me. So a whopping $80 increase will be taken to the head. What I do not understand is if all Ezpass connects (Illinois stated that it was accepted in the state of VA). My license plate is linked... then why am I getting hounded? Why was I able to purchase and LINK my plate to my new Ezpass? Why was I able to receive a refund from my unused balance on my Illinois Ezpass? I renewed my "hold" tags through my out of state DMV... so what is the purpose of the "Vehicle Registration Hold" ($40 fee btw)? What's the point of having all these systems in place when they CLEARLY don't communicate. How are you a debt collecting agency and you can't answer the simple 5Ws (Who what when where why)? For those still reading this rant. Don't move to VA even if it's temporary. You'll get taxed on EVERYTHING and then on top of that deal with stupidity of companies like this. Will update post after speaking with ERT customer service. **UPDATE** 17FEB2026 Ended up speaking with a ERT rep I believe their name was Keisha(?). Lovely woman, wasn't quick to anger answered all my questions and made sure I understood. Was able to get my bill reduced from being $400 and some change down to $291. The "returned to sender" notices they deducted those admin fees. Then when I told her about my deployment timeline and that I had proof of paperwork/payments from the military she took off the corresponding admin fees. So with that debt paid off I shouldn't get anymore notifications from CCS. If I do just know I have enough vacation days to put in and take it to court.

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

Steven Burman and I have worked together on and off for the past 12 years, strategizing how best to…read moreimprove my credit. Whether it be consolidating and paying off credit card debt, bumping up my score or refinancing my mortgage at the right time, Steven's expertise and knowledge greatly helped me along the way...

From the owner: Our business specializes in working with clients as individuals. Each client's situation is unique…read moreand as such each solution is unique. It is through our history of working with thousands of individuals that we are able to find the right answers in regards to credit improvement. Credit Advisers, LLC provides the highest level of problem solving at extremely reasonable rates. Initial credit consulting and credit report analysis are provided at no charge.

Nathan is great. He has been a financial advisor for 15 years in Wellesley. He understands how to…read morelisten to people and help them save money to accomplish their financial goals.