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“I love the savings bank it has 2 locations in Wakefield one on Main Street in the center of town the other on North ave this 1 has a drive-through I prefer the drive-through it is always a very easy transaction The customer service is also amazing oh amazing as well I called you call the location on North ave because I habecause I had unauthorized authorized debits That needed to be recredited to my account everything was was set up for me and All I had to do was sign a piece of paper and the money was put back into my account I am very happy with this bank”
“Jeremy has been doing our taxes for the last 2 years and is the best. Extremely efficient and communicative. He goes way above and beyond what I was doing when I did it myself. Prior to this, EVERY YEAR we owed money and now Jeremy helped us get that fixed and update our deductions. He also provided some great clarity that the eventual target is a $0 refund and to have the exact right amount deducted. Cannot recommend enough!!!!”
“Tunc has been a superb advisor and support as I tried to navigate the US tax system as a 'resident alien'(!) over the past couple of years. He provided helpful and timely information, has been extremely responsive to queries (including long after the initial consultation), and above all has given me reassurance and peace of mind throughout the whole process, patiently explaining aspects of the filing system that I found incredibly hard to follow and get right. I am very grateful for his services, and would highly recommend Tunc to others”
“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
Financial Advising
Financial Advising
“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.”