Stephen was extremely helpful in switching my home, auto, and umbrella to a new insurance company…read more He got us a fantastic rate that was way cheaper than what we were paying previously. He did all of the leg work with setting up the new insurance and cancelling the old one. He asked the right questions to get the rate as low as possible and told us what are good options vs costly less utilized ones. Super responsive via email, even writing to us on a Holiday. Made it so easy. Can't say enough positive things about the experience.

Came to notarize a document, was in an out in less than 10 min. Super easy, way better priced than…read moreUPS and convenient

Cyndie is amazing and I recommend her wholeheartedly. I did my own taxes for years, but things have…read moregotten more complicated in the past few years...getting married, having a baby, having my employer realize I needed to file an amendment because of a glitch in their system... So three years ago, I found Cyndie on Yelp along with some other options. Cyndie was the first to respond to my inquiry, so she earned my business. Responsiveness via email is important to me, because I work three jobs and I'm too busy to run errands or even talk on the phone much. I .pdf my information to Cyndie (password protected, of course) and she sends it back the same way--often within 24-36 hours! If I have questions, she responds to them via email immediately. I've used her every year since and recommend her to everyone who asks me how I got my taxes done so quickly! Thanks, Cyndie!

Worked with Cyndie and team for the first time this year and had an incredibly positive experience…read more They helped prepare taxes for me and my family, and everything was just smooth and easy. I shared some high level info over email, uploaded a bunch of documents, we emailed back and forth as questions came up, and they got everything prepared quickly. Totally hassle free. Everyone I interacted with was polite, responsive and helpful. Definitely going back to them every year and would recommend them to anyone needed tax help.

Tim Libby sold me a financial product, and now won't return my calls after something went wrong…read morewith it. He sure called on me before I bought it, and whenever he wanted to sell me an upgrade.

Daniel, do you know what company this person works for? Do you know the name of this person? The…read morereason I ask is because there are multiple different companies with office space in this building. The exterior of the building does exclusively list New York Life, however, there's over 4 floors of office space either occupied by different companies or available for rent. The allegations/claims made in your review are very serious, and I just don't want any/innocent businesses or other individuals who have absolutely zero affiliation with the person and/or company you mentioned in your review to suffer unjust consequences. The claims and allegations you made in your review are extremely serious, and they should be investigated by the appropriate parties. With that being said, the perpetrators responsible for what you're claiming should be held accountable and punished accordingly. However, businesses simply renting office space in this building should not be punished (and do not deserve to be punished) for a misunderstanding, miscommunication, and/or a vague accusation that cannot be proved to be true (fully or partially), proved to be false (fully or partially), and/or disputed (fully or partially) by any involved party. If you're going to leave reviews with claims like this, please provide as much permitted information and permitted specific details as possible. Assuming these accusations are true, you have every right to post reviews that inform the public and Yelp users...and they are completely welcome, justified, and appreciated...However, please ensure you aren't instigating an unjust witch-hunt.

If you are looking for an insurance company that charges you premium pricing for terrible customer…read moreservice, look no further. As a long-time customer with Sinclair, I had no idea how incompetent they were in providing services since I never submitted an insurance claim to them over the past 10+ years. However, its been 6 weeks and counting trying to cancel my insurance policy to no avail and they continue to take premium payments out of my account. Do yourself a favor and get the same insurance policy elsewhere for cheaper and with better service.

From the owner: Founded in 1948, Sinclair Insurance Agency is an independent insurance agency providing sound…read moreinsurance advice and products to both our personal and commercial clients. We strive to understand your unique needs and create an insurance plan to protect your interests. Our coverage area includes Massachusetts, Maine and New Hampshire. Our goal is to create a positive customer experience. Our deep commitment to personal service is evidenced by the fact we are now serving fourth generation family clients. We look forward to working with you.

David and the team over at Balanced Wealth Advisors are outstanding! The information and financial…read moreadvice that they provided me was eye opening.

From the owner: Financial Advice & Investment Strategies to help simplify your life.read more

Awesome personal service Couldn't ask for anyone better to…read moretake care of your financial needs

From the owner: When it comes to preparing for the future it's important to work with someone who has the foresight…read moreand proven experience to help you navigate life's changes successfully.

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 guy!!!! I love him. I had insurance through a different company, but I was pretty confused by…read morethe words in the policy and what I should have, so I talked to them anyway on the hopes they were nice enough to help a girl out. Michael Kovalev took me from my very beginner questions (like, "What the heck is renter's insurance?") all the way to explaining what a policy was, explaining each and every line on my policy, and recommending what I should have. He never once tried to get me to sign up for anything or make any money from me; he just patiently answered all of my questions and wished me a great day. Great guy. Then, months later, my renewal for my current insurance came along with a price hike, and I emailed him panicked. He ran quotes for me and found me one that still had everything we'd talked about 6 months earlier but was much cheaper. Then, he asked questions I'd never even think of to get the price even lower ("If you can get a copy of your license from 2003, then your premium will go down." What?? Who thinks of that?). When I sent him an "Ok, let's do it", he sent me papers immediately and within an hour I got an email saying that my new insurance policy was all set and he had taken care of the old one. Sweet. The customer service here - it's not even customer service, it's just plain caring about people - is amazing. A+ I had no idea insurance people could be cool. Also, A+++ for doing everything via email so I don't even have to go outside in the snow to do all of this.

Good customer service. Not happy with the double price…read moreincreases and miscommunication!!