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“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!”
8:30AM - 5PM
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.”
“Kate has been making my life easier for years now, and I can't say enough good things about her. I own my own business in Brookline and the last thing I want to worry about on my days off is bookkeeping. Kate has made it possible for me to focus on my clients, not my paperwork. She is always easy to get in touch with when I have a question, and has time and again saved me endless hours of confusion.”
“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.”
“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”
“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.”
Open 24 hours
942 Hyde Park Ave, Hyde Park
Financial Advising
“This location has always been really great with customers but I had the best experience with Aly Keita. If you stop by or plan to stop by this location I highly recommend that you request him. He was able to help me with everything in regards to my account (credit card, checking account and savings)which no one else at any other Bank of America branch could help me with. I visited several locations in New York and Boston but it wasn't till I was helped by him that I was able to fix my entire account. He is really well trained and definitely an expert. (Don't waste your time at other locations I would say if you can just go directly to him to not deal with the hassle or attitudes at other branches)”
“I went there to start an estate case as my father just passed and he has multiple accounts with them. Rodney could not have been more compassionate and sweet. He really cared and took the extra time to make sure I had everything I needed. I see so many cranky reviews and I assume only the angry take the time to complain so he deserves a shout out.”
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“I have worked with Balanced Rock for years and have always found them to be responsive to my changing financial needs, and supportive of my investment goals. It's been a pleasure to work with Dan Flannery and his entire team!!”