Madison, CT Financial Services

If you have a family and own a business Ed is someone you must speak with. After working with Ed for just a short time we are already much more confident in our financial ... more

This can be a difficult branch. There are a couple of tellers here at the just don't want to be at work. If I can I use the branch located 150 yd South East on Boston Pos ... more

Liberty Bank is the worst bank to do business with. The Madison branch in particular gives off an extremely toxic environment. From how the employees are treated to the c ... more

I have been working with Madison Financial Planning for the last 4 years as I was preparing for retirement and now that I am in retirement. I have always found Craig, Ki ... more

Chase made setting up my account easy and stress-free. The staff was incredibly helpful and knowledgeable, guiding me through the process with professionalism and efficie ... more

I don't know about other Key Bank locations, but the branch in Madison is wonderful. It feels like a small town bank where they know and like everyone who walks in the d ... more

Whether going inside to conduct business or going through the drivethru - it was a quick trip with friendly staff today.

Always blocked out of my account, website always "loading" with no results. Not very impressed

Had an amazing, stress-free experience with Mark and the Shoreline Tax Solutions team. I'd recommend him to anyone seeking help with their return.

Wish they had a larger sign as I thought it was closed when I saw all the Verizon signs before I circled around and realized the bank was in that little hut-style buildin ... more

I had a check held, the branch told they can do nothing about it to call fraud department and fraud department tells me to go to the branch PS. What about the 97billion ... more

This ATM is only a short walk from Stop and Shop. On occasion I have needed cash and the ATM at People's Bank in the store was being serviced. This one served as a handy ... more

Rob is a wonder of knowledge when it comes to managing your wealth! There is no one I trust more to handle and invest my savings! He will personally sit down with you, re ... more

Mike is fantastic. He provides the warm welcome that seems to adapt to any level of knowledge (or lack there of in my case) around not only personal finances, but future ... more

The worst...

We struggled to make a very important decision about switching our financial advisor from someone we knew for many years. We needed a bit more hand holding and personal ... more

Would never bank with Wells Fargo. Not sure why my brother does either.

He saved us over $30,000 on a real estate transaction issue. We will always be grateful!

This seems like how much better idea then it actually is. I don't want to pay this much to be lazy. I'm going to roll my own

Lisa brings so much more than top level financial expertise, advice, professionalism and creative solutions to couples moving through a divorce process. She brings care, ... more

I have been working with Madison Financial Planning for the last 4 years as I was preparing for retirement and now that I am in retirement. I have always found Craig, Ki ... more

I cannot express my gratitude enough to Dean! His willingness to help and answer my ( probably) simple questions until I created the most comprehensive business plan for ... more

Truck was left for half a day and towed for $1700.

Paul and his staff are always wonderful and professional to work with. Paul's knowledge of the ever changing tax code is second to none. I've been using Paul since 1998 a ... more

the best

Mary Jo has been helping me with my father's tax preparation. She has been very helpful and knowledgeable. She or her staff are always available for consultations. M JW h ... more

Christine beautiful office

Harold "Buddy" Hartmann has been doing my tax return for over 15 years. I am a professional equities trader and Buddy specializes in trader taxation. Buddy has saved me ... more