These people spend a ton on marketing to folks who have little financial knowledge. There best…read moreclient is one who knows nothing about financial planning or financial advisors. They are a VERY EXPENSIVE (1-1.5% or assets under management) fee for services outfit with little depth. Best to consult with a fee for services fiduciary who will give you much more impartial and reliable service for a fraction of the cost.

Very disappointed with their presentation. I signed up for Tuscan Kitchen in Salem, information…read moredinner. The presentation they made was so basic (what is a stock, what is a bond), that I was embarrassed for them. They have little depth their ranks(no CFP's, CPA...) Their chief investment officer had limited market experience, and the information he provide was lack luster at best. They charge 1-1.5% a year, but provide little added value for this fee. If your next egg is $0-$500k, suggest you go with Vanguard as they provide great low cost index funds and great free support. At $500k plus and if you have a complicated investment portfolio, suggest you research other wealth manager with more experience. This team is really lacking in that area.

Mr Ritchie has been preparing taxes for over 40 years. He knows a great deal and keeps up to date…read moreon all changes. He is in his late 70s and is eccentric to say the least. He hates phone calls, texts and email. He likes faxes and mail. This review is more for his existing clients as he seldom takes on new clients. It helps if you are referred by an existing client. He no longer takes on new clients with difficult returns (i.e. businesses, self employed, rental income and multiple K-1s/K-3s). The office moved in July 2023 to his home. No, he did not publish this information. The phone and fax have not changed. Existing clients should call to find out the new address and to make an appointment or when it is a good time to drop off or mail your paperwork. As always, expect a long wait time on drop offs and mailings. He tends to do them last and you will most likely end up on Extension. If anyone forgets to provide him with any paperwork they will end up on Extension. He dislikes having to look over a tax return a second time, especially during tax season. His time management has always been bad. Your patience will be tested. He has slowed down considerably in his work and you may be sitting with him for hours as he prepares your return. If you are his next appointment expect to be waiting awhile. Communication with his clients is always limited. He listens to all messages but seldom returns the call. Replying to emails is rare. After April it is almost impossible to get a hold of him. If you are on Extension, he will wait until September or October to speak with you. His plans going forward are unknown. It is best to call immediately to make sure he will continue to do your tax returns. His assistant is no longer handling the day to day work in the office. She is working from home on an assigned list of clients. That means his office will look very unorganized, but he says he knows where everything is.

Great service and easy parking access right in East Milton Sq…read moreVery good pricing and knowledgeable

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

Easy to use website but moreover, great results on Index funds and ease of funds transfersread more

I visited the office in Hingham and was disappointed to find they wont allow anyone in the office…read more They have a person on video to direct you and if you want to meet with someone you can't. Unless, you call and then come back. You could only stand a few feet in the door and although you could drop a check into a box, who wants to do that when your dealing with $$$?? There was construction going on in the building so you could barely hear the guy on the video speaking. Even the local Credit Union and Banks I have been to have open offices...just sanitize and wear a mask. What's so hard about that??

I can't say enough good things about Adam and NFCG. Adam assisted me in removing a old collection…read moreitem that was on my credit report I didn't know was there unitl I was getting pre-approved for a mortgae. Adam was able to walk me through the process step by step and actually completed a 3-way call with the creditor. Adam ensured that the item would be removed entirely fom my credit report once paid bringing my credit score up dramatically and saving me thousands of dollars with a new lower rate on my mortgage. Nt only that but Adam was actually able to negotiate the collection amount to half of what the collection agency was looking to collect! Thanks again Adam!!

From the owner: National Financial Credit Group takes an intimate and personalized approach to your unique…read morefinancial assistance program. We evaluate your credit picture and generate the best game plan possible for you. Sometimes, that's just some quick advice and pointing you in the right direction. Other times, that means enrolling you in our program to drastically improve your credit scores and guide you through everything, step-by-step.