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“Rich helped me create a retirement plan for my staff and me. He helped me understand the type of plan that fits our business best, and made it quick and easy to create the plan. He met with each employee to help them determine their contributions and investment options. Rich is really knowledgeable and my go to person for personal and business financial planning.”
“I have been using Whitney & Gore for approximately 10 years at first for my business, then personally also. They are great. I can't imagine how many times I call them during the year with questions, and they are always helpful. I love them.”
“Outstanding service. I was amazed how quickly they could turn the taxes around. You can tell they are very knowledgeable; they spotted a huge error that our previous tax accountant made that cost us a lot of money. I was shocked on how reasonable the prices were. They work great under pressure and on the ball. Our office has dealt with many accountants over 19 years and O'Brien's Tax service by far is the best we have come across. My only regret is I wished I found them sooner.”
“The absolute nicest people. Everyone here makes you feel at home. Blake especially is such a joy to talk to and always has the brightest attitude. Love this community branch!”
“I have literally never had a bad experience with Schwab, but all my interactions thus far have been via phone or via the internet. Today was my first time going into a physical branch and I was pleased to find this experience as pleasant, informative, and easy as all my previous interactions with Schwab. I stopped by the Framingham branch to deal with an IRA transfer. I met with Thomas E. and he was extremely friendly and helpful. He promptly dealt with my IRA transfer, gave me some ideas to think about for the account, and provided me with contact information for the investor development team at Schwab, to whom I intend to reach out. To everyone at Charles Schwab: thanks for being the best and thank you Thomas for upholding the standard I have come to appreciate from my favorite brokerage.”
“My financial plans for retirement were nonexistent. Connor broke down my earnings/spendings and put me on a plan that will set me up for where I want to be. He helped me realize how important it is to start early and have your money working for you. Great guy great advisor!”
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“I agree with all reviews about David Rhee & his staff. We've known him about 15+ years & still see him when the need arises. Our taxes are trusted to him & we are never disappointed. He's highly recommended by us.”