Financial Advising near Middlefield, CT

3 locations found near Middlefield

“Kevin Mace at Northeast Financial LLC did an incredible job helping my family secure a second mortgage. From start to finish, Kevin made what could have been a very stressful process feel manageable and straightforward. He was incredibly responsive, got us fast results, and clearly explained exactly what he needed from me at each step. I always knew where things stood and what I needed to do next.

Kevin went above and beyond to make sure everything moved along smoothly, and his knowledge, professionalism, and communication really stood out. Most importantly, he helped keep my stress level down throughout the process—which I truly appreciated!

I would highly recommend Kevin to anyone looking for someone who is knowledgeable, responsive, and genuinely committed to helping his clients. Thank you, Kevin, for making the entire experience so much easier for us!”

5 Superb157 Reviews

“This is posted by Tim Witham- I have been with Toomey about 8 months and have found it to be extremely positive. Assisted with change of retirement from 401K to IRA with good growth through the year. Much better results than with Voya or Empower. Assisted with redirecting 30 year old life insurance policies to annuities. Great move. Austin also was very knowledgeable in helping with MediCare parts B and C. Found his fees to be very fair for services rendered. I am retired engineer not a financial guy, and Toomey is just what I need in retirement planning.”

5 Superb29 Reviews

“We have been working with ABAPC Accounting Firm for over a decade, and I can confidently say they are absolutely amazing! The team is professional, knowledgeable, and goes above and beyond in every aspect you could want from an accounting firm. I’ve used their services for both personal and business accounting, and they make everything smooth and stress-free. Highly recommend them to anyone looking for top-notch accounting services!”

4.7 Superb76 Reviews