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    PMI Sterling&Kole

    3.0 (2 reviews)
    Open Open 24 hours

    Services - PMI Sterling&Kole

    Business loan

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    9 years ago

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    Align Credit Union - Logo

    Align Credit Union

    (46 reviews)

    I had a great experience with Dylan Bussey yesterday. I had to transfer an IRA I am beneficiary of…read moreto an Inherited IRA. It took a while, but with Dylan's patience and perseverance it was accomplished. I highly recommend Dylan for anything you need as he will do his due diligence to make sure to get it done properly Mary Jo B

    My experience with Align Credit Union is a cautionary tale for anyone considering opening an…read moreaccount with them. My husband and I opened an account with them approximately 10 years ago. The first reason was because it was very close to his place of business. Other reasons were because we wanted to have an emergency fund to fall back on and to possibly use it as a vacation fund for a trip to Australia. For the past 10 years my husband used it a few times, for miscellaneous purchases, nothing extravagant, so the money sat there earning VERY LITTLE dividends. All the while, as banks and credit unions do, they were using our money to lend to other people for cars, boats, sometimes probably life saving medical procedures or medications at VERY BIG interest rates. Keeping in mind that Credit Unions are owned by the members they're supposed to serve, our experience during the one time we intended to make a significant purchase, we were confident we'd have no problems with said purchase. We were very wrong. We hired a company to build a storage building in our back yard. We were quoted a price and and were instructed to obtain a permit and as soon as we had that, the job would be scheduled approximately 3 weeks later, and would take 1 day to build. There was no contract, only an order form describing what was ordered, which was sent to us through the mail. The project was supposed to be completed by the end of summer 2025. We applied for a permit and learned it couldn't be approved without site specific plans for our yard and building. We asked the builder to send those plans, and we were told it would be $300. Not an expected expense, but we paid it. Permitting received a PDF of every building the company built, which was not site specific to our project. When we asked for site specific, we were told it would be another $450. If we wanted it expedited, it would be another $250. The expedited time frame was 4 weeks, non expedited was 4 to 6 weeks. We chose to wait the 4 to 6 weeks, considering the difference was negligible. After 6 weeks, when we called to see if the plans were on their way. The representative said she told us it would be 6 to 8 week, not 4 to 6 we "thought" we heard, but of course if we paid the expedited fee, it would be sooner. She was lying of course, but bless her little thieving heart, we waited 2 more weeks for the 8 week time frame. At that time she told us it would be another 3 to 5 weeks, unless we wanted to pay the expedited fee. We had wondered if we were being scammed, but by November, when the promise was that it would be done by August, we knew for sure this company was nothing but a shill, getting every dollar they could before cutting ties with the purchaser. Now, I was fully aware that there are time limits to requesting help recovering money paid using Align credit or debit cards; however, I read the circumstances for extensions of time under the credit union rules, and I was reasonably sure that a building project, because of the time building takes, would qualify for an extension. I wrote to Align Credit Union explaining the circumstances, sending the request for an investigation directly to the President and CEO, Ms. Lydia Vazquez, with whom I was never allowed to speak, nor do I believe her minions ever told her about the letter, and minutes after receiving the request, a woman to whom I had not written, nor had I been introduced or told her authority within the bank, told me there wasn't a thing she could do to help us. Keep in mind, Credit Union Members are Owners. I know Align is not like Bank of America, with thousands of employees and banks across the country and at least some facade about being helpful, but Align Credit Union Headquarters are in Lowell for God's sake. Yet they couldn't even give me a legitimate reason for not offering the most miniscule bit of help to a member/owner. As far as I'm concerned, they are absolutely no better than the company who scammed us, nor are they better than any other scammer across this country. One last bit of icing on their scam cake, when my husband went in to close out our account, they said they couldn't give him all of it because they didn't have enough. He could only have $7,500. He said he be back next week for the rest. No, again. He'd have to tell them how much he wanted and when he'd be in. He told them he wanted $10,000 and when he'd be in. He had to go in 4 unnecessary times to close 1 checking and 1 savings account. Can a Credit Union with so little money be trusted? And I believe Member/Owners who still trust this farce should consider demanding a full audit with guaranteed accurate results distributed to ALL Member/Owners. And in case I haven't been clear, do not expect meaningful help from ANY of these employees. You will neither be viewed as Members, Owners, or even as customers deserving of courtesy or service.

    Miller Tax Consulting

    Miller Tax Consulting

    (2 reviews)

    been using Miller for about 10 years. always excellect service. when i turned 65 he got me the mass…read morecircit breaker credit.He takes care of the Vet's

    I had gone here to get my taxes done 2 times. We were new to the area and needed a tax person…read more First time seemed fast. We didn't receive the proper copies of our return and felt rushed. We didn't think anything of it. We did go back because his prices were reasonable. This is where things got bad. It's just my husband and I, it should be a simple return. The visit seemed unorganized and rushed again. He didn't ask many questions. We were rushed out without the proper copies again. No explanations. All he talked about was his multiple vacations that he takes. Even when I'd ask questions, he'd divert the conversation back about him. It was weird. And all of a sudden, his rates more than doubled even though he told us he'd charge us the same rate as last year. Fast forward, I receive a message from the gov. stating that there were missing info in my return and incomplete info. I called Alan to let him know but he didn't answer and although I left multiple voicemails, I didn't hear from him for weeks. He proceeded to blame me for the incomplete info. It's just my husband and I. All we have is a w-2 and the insurance info papers, which we gave him. I told him I paid him to make sure my return was correct and it wasn't and I wanted him to fix it. He got angry and hung up on me and was so sure it was my fault when he's the tax preparer and he should know how to file a simple return and know when things are missing or needed. What kind of professional loses their temper and hangs up on people. He's nice but when you accuse him of something, he loses it. All I wanted was for him to fix what he did wrong. He called back to apologize and seemed nice but then he would call back and be angry and lose his temper again. It was like talking to 2 different people. After a few more calls over a long period of time, I did eventually get my taxes fixed but it was stressful and it took too long to fix a simple return. I'll never go back here! I regret ever going here at all. A person's return is nothing to make light of or drag out because you have a big ego and can't fathom that you made a mistake.

    PMI Sterling&Kole - businessfinancing - Updated May 2026

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