Worcester, MA Financial Consultant

Quick, easy, affordable. I'm new to the area and feel lucky to have found some great accountants.

Hector is an extremely professional and caring financial advisor. He has superior customer service skills and I’m honestly so thankful that I have him as a financial ad ... more

I've had Poonam at Accounting Solutions prepare my tax returns for many years. The experience I've had each and every time we've met has always been one of knowing I've ... more

The worse customer service The tellers need more training in performing bank business , and being respectful and courteous to their clients!!!

Called over 20 times in the last week havent answered the phone once if I could give negative stars I would

Many years ago ran into financial problems which put my mortgage in jeopardy. Facing foreclosure, I found HIS Trust. After spending a few minutes talking to Bruce, the ow ... more

Lisa and the team at Worcester Bookkeeping Cooperative are phenomenal. As the leader of a small, non-profit organization, I have relied on Worcester Bookkeeping Cooperati ... more

Rich Carr and his Associates are the Absolute Pinnacle of Financial Planning and Wealth Management ! We have been his clients for over 35 years and nobody has served us b ... more

Knowledgeable, trustworthy, and available. Wendy Bellerive has been a life-saver for me.

Mark McCormack at Archstone Financial is everything you want in a financial advisor! Thorough, engaging, honest and upfront with opinions and advice. Accessible, returns ... more

Joe Grimaldo is amazing. I would jump on a grenade for him. Have worked with him for over 10 years. Keeps me out of trouble!

We were sending two wire transfers. We made an appointment and that appointment was confirmed the morning of making sure we had the documents we needed which was very hel ... more

The staff at the SBDC is wonderful. I have been working with this office for almost 10 months. My business trajectory has changed a few times, which is normal according t ... more

Had an issue with an ATM deposit and the inside staff was less than helpful. Over of my time already and once resolved I will be moving to another bank after 38 years wi ... more

Very disappointed that this location has closed. It was so convenient for me. Considering leaving Bank of America for another nearby bank.

The experience I had when dealing with them was the worst for me with any carrier. The unprofessional way that they deal with potential clients is unbelievable; so unprof ... more

We attended one of Greg Lavelle's retirement seminars and were convinced to look further into their services. We made plans to "meet" with him via phone conference. Prior ... more

Great