My wife and I have been with David for at least 20 years. He has guided us to an economically…read moresecure retirement. We have consistency done well. David has always done right by us and we continue to thrive under his wonderful guidance. We trust him whole heartedly.

From the owner: Dedicated financial advisors committed to guiding you towards financial success. With personalized…read morestrategies tailored to your unique goals and circumstances, helping you navigate the complexities of the financial landscape with a blend of investments and insurance.

I am reporting Avidia HSA to SEC today. I have been trying for two months to get assistance to use…read morefunds from my HSA for COBRA payments. A valid, authorized expense, each time I call I spend 30-45 minutes they cannot help. My logins do not work and cannot reset login info. They say there is an issue with their website. So sorry. They say they will send a form by email to close account and get funds, of course the form never comes. Call back - start over- another 45 minutes of total frustration - polite but useless. I only have under 4,000.00 in the account. But I imagine they must have a lot of funds that go unused, no way to access your funds. I have documented all calls and will file today. Including the made-up names of customer service personnel, Sparkle, really? I know I won't ever be able to access my funds but I can at least notify my previous employer and the SEC. This organization is a scam.

Avidia manages Healthcare Savings Accounts (HSA) for people/clients. Their policy (verified by…read moretheir VP of Operations) is to withhold payments for valid healthcare purchases, even though it is not the banks responsibility to verify the validity of disbursements. Instead, they require that you follow a long process to be reimbursed by check, which allows Avidia to keep your money longer. Quite questionable integrity.

So, I was thinking that putting cash into the ATM for a deposit was equally seen as cash same day…read moredeposit....but I was ill informed. When going the following day to get a check cut, I was initially told of my mistake, but I really needed that check. Deb Hebert and the other ladies in this morning really took good care of me and made sure that we got this done instead of having to come back in again tomorrow. On top of all that great customer service, I LOVE the fact that they always give my travel buddy (Our little Corgi) treats...as well as always bearing the really talkative, over caffeinated guy with pleasant conversations and smiles. I actually could go through the drive through, but prefer to go in and say "hi"....it's that kind of a good, neighborhood place and yet another feather in Hudson's cap. Now if they only had an espresso machine.... :)

Always greeted with a smile, the main office has great customer service!read more

I came in and they wanted me to sign all sorts of waivers including ones that were not true, like…read morethat they had given me a quote on National Flood Insurance and that my property was underinsured and I accepted that this would interfere with claims. I left. They were polite but seemed very inexperienced.

Anyone out there looking for a local insurance company that literally goes above and beyond for you…read morewhen you need them? Please check out Lemire Insurance Agency in Hudson MA. I use them for home, auto and my small business. Their prices are the best and their customer service is outstanding. www.lemireinsurance.com

Pricey, but so far, so good. Personable, knowledgeable, professional. Corridor 9 Chamber of…read moreCommerce members receive 20% off, not a bad deal for small business getting situated and learning how to best set up. HIGHLY RECOMMENDED!

From the owner: I am a certified public accountant providing year round tax, treasury and accounting services for…read moresmall businesses and individuals requiring assistance while offering an affordable alternative to more costly, larger financial service professionals. When you work with me, I ensure a high level of personal service. I answer and return all contacts promptly and truly enjoy the friendly relationships that I have built with both individual clients and local small business owners. I strive to provide high quality, professional services in a manner that is understandable to my clients, at a reasonable price. I offer a broad range of services for business owners, people exploring whether to open a business and individuals. Please contact me so that we can discuss your tax, accounting and business needs.

Great products, committed to customers. A savings bank that still continues to provide mortgages as…read moreit has since its inception.. integrity and committed to its footprint is exceptional.

The app. did not work right for about 3 months, and I kept trying to get updates, but nobody knew…read morewhen it would be fixed. The bank rep. said when the app. was fixed, they would call me. The a got fixed, but I never got called. I sent them a message on their facebook page to adk why they didn't call me, but the message didn't go. I believe they blocked me. And now, the app. doesn't work again. I emailed the bank, but the person I emailed takes days to answer. I think I'm gonna open a new account at a new bank, and just get away from Avidia. I've had this account for over 30 years, and I think I deserve better service than this.