Financial Advising near Wellesley, MA
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7 locations found near Wellesley
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116 Albemarle Rd, Waltham MA 02452
“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!”
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111 Speen St Suite LL003, Framingham MA 01701
“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.”
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189 Wells Ave 3rd floor, Newton MA 02459
“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.”
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181 Worcester St, Natick MA 01760
“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.”
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85 Wells Ave Suite 109, Newton MA 02459
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47 Eliot St, Natick MA 01760
“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.”
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1262 Boylston St Floor 1, Brookline MA 02467
“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.”
