Vince and his associates have assisted me that last few years with my small business tax return…read more They were patient and detail oriented. They have been proactive in requesting information needed from me and have filed tax returns seamlessly on my behalf. I would highly recommend his entire staff as a very conscientious trustworthy business.

This is the most unprofessional business I've ever come across. Do not work with Vince or his…read moreassociates unless you want to miss your tax deadline. My mother worked with Vince back in October to have her taxes filed for 2023. She received confirmation from March-April that her taxes were on track. On 4/13, the Saturday night before taxes are due, she receives a call from a junior associate asking repetitive questions that were already been answered for Vince by my mom and her lawyer. She then hears nothing until 11:45pm on 4/15 when Joseph Samar calls to tell her that Vince's business would not be handling her taxes and hung up. After calling back multiple times, the laughing secretary answers "Gino's Pizza". She still hasn't received her tax documents as it appears the entire firm is now on vacation. Absolutely appalled by the lack of professionalism and respect from Vince and his associates. Please be warned, would hate for someone else to go through this experience

My fiancé and her parents have been trying to get me to set up a meeting here for over a year. They…read morehave nothing but great things to say about Woloshin Investment Management and the Woloshins. I finally did set up my meeting (a few months after attending one of their exclusive members only wine nights as a guest of my fiancés parents) and I couldn't have been more pleased with how the meeting went. The building is located conveniently right on Main Street in Medford and they have a private parking lot around back. It was a comfortable meeting and Katie was very personable/knowledgeable. They treat their clients very well here. I am excited to get started after attending my meeting and after all the great things I've heard over years of experience with Woloshin Investment Management from my fiancé and her parents.

I can't say enough great things about Michael Markoff. His professional expertise, flexibility, and…read morepatience are only matched by his personal warmth and kindness. He has been absolutely invaluable to me through multiple home sales now, and I genuinely believe there is no one better. If you're looking for the top mortgage broker in the area, you can stop your search. Michael is the best.

Professional and top notch accounting services. Always quick to respond and answer all my…read morequestions. Affordable and fair.

I am writing to express my disappointment with your firm. Our tax person retired and my husband…read moreand I chose your firm based on your advertisement on the web that states the following: Receiving a letter from the IRS can be stressful and confusing. If you receive a letter and don't know what to do, call us for an appointment with an Enrolled Agent who can represent you ro assist you in dealing with matters before the IRS. November 2020 we received a letter stating we owed over $1,500 to the IRS for tax year 2018. This was the first year we used Loftus Assoc. I called the office and asked if Mike Randall who prepared our taxes could call us regarding this matter. After several days I called back and the receptionist stated she had left Mike a note on his desk. Third call same response. Forth call I asked Danna if anyone else could help if Mike was not available since this was time sensitive. Since we had no response to help us resolve the problem we mailed a check to the IRS. We feel that your advertisement is misleading and the way you handle your clients is totally unacceptable. Mary & Bill Doran

Decided to try someone new this year, after all the round and round with Jean last year, and the…read morenew CPA found a discrepancy on last years state taxes that Jean missed. That discrepancy was $2,700. That ain't chump change.

All service CPA firm. Excellent, experienced financial representation who is very responsive to…read moreclients. Highly recommend!

I have been very happy with the level of service Primavera Financial Services has provided since…read morebecoming a client. They listen and understand the goals you are looking to achieve. I have been blown away by the success of my portfolio in the 2 years since becoming a client.

We called and made an appointment with James after a personal recommendation. He met once with us…read moreand took our information and ask about what we wanted to discuss/learn. We had a second meeting g where he presented our numbers back to us with areas of concerns and areas of strength. He takes time and answers questions and seems ask us questions to make sure we are understanding and on the same page. We are looking forward to learning more about how to handle our concerns in the next appointment.

While Jim is a nice guy he got me into the absolute worst annuity at nationwide. Four straight…read moreyears of that investment doing absolutely nothing. Account gets drained from my free withdrawals and quarterly payments nationwide takes. They are the only ones making money! Be warned because I made huge mistake with this advisor. don't make mistakes with hard earned pensions put into junk annuities. Look elsewhere!

My family and I have been with Gary Winkler - State Farm Insurance Agent for more than a decade…read more The staff is extremely courteous and patient, able to articulate what I need to understand. I am especially thankful to Mr. Paul Lacroix and Mr. Ben Miller who I am familiar with because of the outstanding customer service I receive from them all the time. My family bundled our car and home insurances. I always and strongly recommend Gary Winkler - State Farm Insurance Agent to family and friends.

Gary Winkler, State Farm Insurance agent works against his clients! Beware, use extreme caution!…read more My mother had a hole in her oil tank and the heating oil leaked all in her basement. That happened on 1-15-2024. My mother hired a company to clean the oil up. on 2-13-24 my mother and I called state farms to see when they are going to pay the claim and the insurance adjuster asked my mother how she want her insurance claim payment digital or check. My mother told the insurance adjuster that she wants a digital payment. The insurance adjuster explained the digital payment process and stated it should be in her account in 24-48 hours. The insurance adjuster called back and said that my mother cannot gets a digital payout because the mortgage company policy stated the insurance claim check have to have the mortgage company name on the check so the insurance company cannot electronically transfer the funds. My Mother and I called her mortgage company to confirm what the insurance adjuster told us about the mortgage company policy stating they have to be on the check. The mortgage company representative said, " putting us on the check came from the insurance company, but we will get the check see if she owes any back payments then mail the check-out to her." The paper check process takes from 30-45 days. State farms said it takes 7 to 10 businesses days to mail it to my mother, then my mother have to sign the check and endorsed it over to her mortgage company. When my mother put i in the mail that is another 7-10 days before the bank get it. Once the bank has the check the bank stated it takes 20 days to process, I informed both the state farms and the mortgage company that this process will cause my mother harm and the company who cleaned up the oil spill is going to have to wait another 45 days to get paid. I asked both state farms and the mortgage company who is going to pay the interest or penalties the company will charge for waiting another 30 to 45 days. Bothe the Insurance adjuster and the mortgage rep stated that it will be on my mother. I called Gary Winkler my mother State Farm agent. Instead of trying to resolve the issue for my mother he was combative and implying we are committing fraud. He stated the company can wait for the funds so I asked him if he can wait for his payments. He made it seem like we are doing something wrong for advocating for the electronic option and the company should not have to wait another 30 to 45 days. As I stated before BEWARE and use extreme caution when having Gary winkler as your insurance agent or choosing State farms for your insurance needs. African Americans as you already know we have to fight for any justice and they always giving us a hard way to go. My mother pays all her bills on time and is in not back on her mortgage. Why do the mortgage company need to see if she is behind in her payments before the will endorse an insurance claim check to her? This is my mother second claim after being with state farms for 18 years and it was over 10 years ago since the first claim. Gary Winkler line of questioning was inappropriate deflected the issue about getting the electronic transfer told me my mother should have heat and this is put in place to make sure no fraud is not being committed. He was very insensitive to my mother needs and the delay in paying her claim will cause her harm and stress. My mother main heating source is from the oil heat. Gary Winkler did not have any empathy or sympathy, when I told him she does not have any heat and the clean-up have to be paid before the new system will be put in place. He said, " the company can wait for their payments." but he will not wait to get paid when it comes time to pay the insurance bill. BUYER BEWARE GARY WINKLER WORK AGAINST HIS CLIENTS. HE IS NOT FOR HIS CUSTOMERS BEWARE, BEWARE, BEWARE HE DO NOT WORK IN YOUR INTEREST