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8:30AM - 4PM
189 Wells Ave 3rd floor, Newton
Financial Advising
“Sam and his entire team are great people. Their office is warm and comfortable, as are their personalities. I've not known a more proficient group of people in this entire financial industry, anywhere. I'd give them six stars but Google won't let me.”
“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.”
“I have been using M V Berardi & Associates for a number of years for preparation of my families federal & state tax returns! I can not say enough about the service and ease of getting things done! I know there are many different ways to file taxes these days but there is nothing like having somebody with tax law knowledge working for you!”
“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.”
“I transferred my brokerage accounts to Schwab from UBS over 10 years ago and have no regrets. Schwab has many robust tools available for self directed investors to make informed investment decisions based on time horizon and risk tolerance. If I do have an occasional question, I find my rep. to be very helpful. If he's unavailable, I call the 800 number and they're equally as helpful. For those who need investment advice and frequent hand holding, there are other options available, but you'll have to pay a commission or a fee that's charged as a percentage of your assets. Schwab can even introduce you to such a firm as they would then get a cut of the fees. For those who are inclined to do it themselves, Schwab's fees and services are extremely competitive. In fact, they no longer charge a commission on most stock trades, offer many no load mutual funds with low expense ratios and offer a huge selection of ETF's with very low expense ratios. I even have a checking account there and get reimbursed by Schwab monthly for all ATM fees that I incur.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Jeremy is excellent. The year before I met him, my taxes were done by a former H+R Block employee and a mistake was made! Jeremy found it and corrected my return. He is a wonderful communicator and so efficient. Most of all, he's a really nice guy and a pleasure to work with!”