Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

I've been working with JB for many years now, and I would strongly recommend him for any of your…read morefinancial planning needs. He has been attentive, personal, and has always had my best interests in mind. If you are looking for an amazing long-term partner in organizing and planning your finances, there is no one better!

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

They have a habit of "having a question" on your return, and it will lead to extending your taxes,…read morethen it takes forever to get it finalized....sometimes months later when all your info was submitted. If you dont mind being forced into extensions so you can wait inline after they take care of large customers, it isnt a big deal. They finish it eventually and i've only had one issue with IRS filing with them. Going thru it now, unfortunately...

I didnt do a lot of shopping around before I chose this accounting tax firm. I went with them based…read moreon their reviews, location, and first impression. I have been using their services for a few years now and am impressed by their quick responses and excellent communication. I also started out w very messy accounting practices and they helped me clean up the books and find ways to streamline my process and adhere to tax code. They work with you to find the best solution to your business tax problems. Thanks Eric and Doug!

I had been investing with Schwab since 1996 after I left Fidelity for good reasons at that time…read more With a few exceptions I had been happy such as: marketing the Windhoven Fund with its 2% load (divide your return by 2% to see what the real load is); and how it treats elderly investors who get scammed because they developed a medical condition after using too many NSAIDs while under medical care. I got iNPH (so check the net). Schwab's agent decided to close my accounts without any means for me to explain myself. The agent went behind my back to contact Homeland Security and Massachusetts' elder affairs department. Yes, this agent went "by the book". The "client advocacy team" made its "business decision" without any personal input. I had a brain operation to fix the iNPH. Apparently, the "box checkers" at Schwab don't care. BTW: my other brokerage has not pursued the same procedures. So, Schwab's marketing effort to protect elder investors is just that ... a marketing gimmick. Please note: my experience is NOT with a local office although I did have 2 fewer than great experiences with a local office (but then who hasn't). My criticism (and anger) are for those at the corporate level who IMHO have added insult to injury. I can provide highly detailed information to anyone. I will be reporting Schwab to the authorities; however, I doubt much will happen because neither the FBI nor HSI has helped me recover my money.

I went to Charles Schwab in Chestnut Hill Square, not the one at 1262 Boylston Street. There were…read moretwo young women behind the counter. I talked to one of them. She was cold as ice and unwilling to answer questions. She looked at her computer and never at me when I spoke to her. It took her a while to get me an application form. I said I need to have some information. She asked brusquely: "What?" I asked her about opening a money market account and about the current interest rate. I asked her the difference between the two kinds of money market account they offered. Her answers were "I don't know. It depends." I have never met a staff of a financial institution treating customer in that manner. I did not get any answers I needed before opening an account. So I left.

My experience with fidelity investment bank has been positive. Their customer service agents are…read moreknowledgeable and patient. They are fast at resolving problems. Their website has wonderful features that are not hard to use. Their phone app is really neat. I am very impressed by how they conduct business.

Can't believe what a horrible experience I have had with Fidelity. I don't know if they use AI for…read moretheir customer service representatives but the people I have spoken to are completely unfeeling like robots. Not sympathetic or helpful at all to the problem I have been having with my 1099R form. They refuse to amend the state that they have on there. My tax advisor and everywhere I look online says that Fidelity needs to make the change. They refuse. And it makes things worse when the person you are speaking to literally couldn't care less about your problem. Just an overall horrible experience. Really a kick in the gutter.

I got a chance to speak to Adam about some questions I had about appraising a house…read more He shared his thoughts and answered all my questions, for free. It was great to speak with him. He knows his stuff and is generous enough to share his valuable knowledge. Highly recommend him and his business.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

I've been working with Beyond Your Hammock and Owner Eric R since November 2015. I am a…read moreself-employed consultant with a variable income because I work on a project basis. I contacted Eric because I was struggling to manage known and unknown expenses, while also meeting specific goals and also saving for retirement because I am not always clear on my future income due to the nature of my work. Eric helped me bring stability to my financial and life situation, and helped me to set myself up so I could also meet my financial goals this year and beyond. He is very organized, objective, helpful and responsive. Eric is also very trustworthy. He also provides great general financial management guidance from excellent and credible sources. I highly recommend working with Eric, especially if you have a variable income and/or have specific goals you are looking to reach.

From the owner: Beyond Your Hammock provides financial planning for entrepreneurial-minded professionals who want…read moreto learn how to live well today while planning responsible for tomorrow.