My parents needed help straightening out a couple years' of (very simple) tax returns before they…read moreturned their financial matters over to me. Mark Yellis patiently resolved their problems although it certainly was not economically worthwhile to him. I'd gladly work with him again.

Had a good experience with the Rochester NH wing of Profile Bank today…read more I had misplaced my bank card after using the outside ATM at the bank. The staff, Megan and the other nice ladies, were quickly able to check the camera to help me make sure I at least pulled the card back into the car. Thank you ladies!! I appreciate it!! ~ Paul Varney

When the ATM Machine in front of the bank did NOT dispense the $200.00 that my mother in law had…read morerequested, it took Profile bank OVER A MONTH to straighten it out! Apparently many banks don't always "own" the ATM machines-they rent them,( or something like that, as they tried to explain) It seems very unreasonable to me to make a person wait over a month to get their money back...

Rich has been instrumental in helping, and supporting us as we begin our "snowball debt" without…read moreeating rice and beans! Everything is working as he predicted!! In two years (instead of 6!), with the exception of our mortgage, we will be debt free! Thank you Rich! I highly recommend Rich!! He is about you and your goals. He has been "real" with us and helped us see the big picture!

I met Rich about five years ago in a networking group. Every week in his 45-60 second summary, he…read morewould mention an investment he had seen in the last few days which made a lot of sense to him. They did to me, as well. So I watched them and they proved to be good, lucrative and secure. For the past 200 years or so, our family managed their own finances. One founded a bank, another a boutique brokerage and was being quoted by the Wall Street Journal in his thirties. As my trust in Rich's skill grew, he became the first outsider to be involved in our finances in two centuries - and I sent my children to him. Glad I did. Take a look at his certifications and other bona fides. They are extensive, impressive and put him in the top 1% or so of the industry as a *certified* financial planner. Recently he distilled the essence of successful investing into a two minute summary anyone can understand. Would the possibility of a secure financial future be worth two minutes of your time? He is a stand-up guy: no pressure, no BS, no charge for initial consultation, *very* reasonable client fees ongoing; he lays it out and from there it is up to the other person. While he has clients with seven figure incomes, he also takes anyone able to invest $50 or more a month and particularly likes to work with young people to help them lay the foundation for a secure future. Outside of his alleged skills on the basketball court, I've heard nothing except enthusiastic testimonials for the man in every aspect of his life, so I am certain my experience is the norm.

I hope Ameriprise corporation realizes what wonderful, intelligent representatives they have at…read moreHoenig & Hoenig in Springdale, ME. I cannot explain the depth of knowledge these business owners have regarding financial prowess. My wife and I were guided to H & H by my sister and brother in law nearly 3 years ago. They have continued to grow our monies at a rate well above the national average. We are currently retired and enjoying a lifestyle of leisure knowing H & H has our financial interests in mind.

Jake Rodden has been extremely helpful when I was switching insurances rom my home/auto. Althoough…read morewe ran into some snags (due to the unexpected death of my husband), the mortgage company would not allow us to switch without jumping over some unnessary hoops. hoops. Considering, I WAS STILL DISTRAUGHT to even think about going all this extra paperwork (thanks to Wells Fargo selling our mortgage to an unknown mortgage company without any notice), it all became too much and ended up just switching my Auto. Then the icing on the cake, after the mortage company REFUSING TO GIVE US A NEW STATE FARM POLICY, they paid the *never opened* State Farm Policy PLUS THE EXISTING policy that was never canceled!!!! Instead of having an equity surplus, it is now negative! Luckily. Jake Rodden has helped me out, caught the overpayment (SINCE HE ALSO WAS CONFUSED AS WHY HE WAS RECEIVING MONEY FOR A HOME OWNER'S INSURANCE POLICY THAT WAS NEVER created.) I received half the policy amount returned, and am now waiting for the other half to be returned to me. Thanks for all your help, we tried to change both are policies (home/auto) but unfortunately the bew mortgage company refused to let us change (which would have been a great releirf, now being a widow. Pam

Be very careful with this guy . He overpromised and underdelivered and cost us over $4000,00 .read more

Customer service at this bank has been excellent. Each time I have gone in, the people who work…read morehere are efficient and pleasant to deal with. Highly recommend.

The downtown Portsmouth branch of TD is the best. Always friendly and helpful. If they don't know…read morethe answer, they find it for you. The manager (Lisa) is awesome as are the Asst Mgr (Erin) and the crew: Melanie, Anthony, Diane, Mike etc. I also like their safety deposit boxes: the locations and rooms are convenient and you feel safe.

I had been a Progressive customer for about 15 years, so honestly, I wasn't really looking to…read moreswitch insurance companies. A friend recommended that I reach out to Aileen Dugan, so I figured I'd give them a call. I spoke with Keegan, and he put together a quote that was not only cheaper than what I was paying with Progressive, but actually gave me better coverage. That definitely got my attention! What really made the difference for me, though, was knowing that Aileen is local and part of our community. That's something that's important to me, and I really like knowing that I'm doing business with people who are right here in the community. And I have to give Keegan a shout-out. He's knowledgeable, incredibly helpful, and honestly hilarious. Insurance probably isn't supposed to be fun, but Keegan somehow makes it that way. Anytime I have a question, he's always willing to help and makes the whole process easy. I'm really glad I made the call and made the switch. I've had a great experience so far and would definitely recommend Aileen Dugan State Farm to anyone looking for good coverage, a fair price, and a local team that actually cares about their customers.

After years of using Geico for my personal lines and being underwhelmed by the 1-800 service, I…read moreswitched my policies to Aileen and haven't looked back. Aileen and her team are not only responsive and helpful, but have been an absolute pleasure to work with. I always send my friends and family here for their personal lines!