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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.”
“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.”
“My experience with Richard Belofsky at The Bulfinch Group was seamless. I engaged Richard for an employee insurance policy. He and his team followed up on every open item and made the process enjoyable.”
8:30AM - 5:30PM
348 Washington St, Wellesley Hills
Financial Advising
“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!”
“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.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“As tax season approached this year, I was faced with the daunting task of finding a new accountant. I was very lucky to have found Rhee + Company in South Natick, MA.
From the initial consultation to filing my taxes online, David Rhee's exceptional CPA skills, professionalism, technical knowledge and kindness surpassed my expectations.
The entire experience was smooth and stress-free. I highly recommend David and his team to anyone seeking top-notch tax filing services as well as wealth management.
I cannot express my gratitude enough to David and will only entrust him for tax-related and investment needs in the future.”