Needham, MA Financial Services

Meghan was super helpful! My company has an account through them but I dont and she made it super easy and got me in and out quickly with no stress.

Very modern-looking, sleek interior. The staff were very friendly and made my experience easy and enjoyable. I feel like I say that about every branch, but it's always wo ... more

The new bank manger is absolutely garbage Extremely petty and childish. Dont put your money here they cant /wont give you your own money back without 24 hr notice (even s ... more

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 ... more

Derek Gardella & Leigh McCloskey are incredible. You can not go wrong with the Bullfinch Group!!

Great home equity program! Would highly recommend!!!

The young pinto was very kind.

Great customer service.

Why are they so mean?

I've talked to an extremely dumb rep over there today who could even answer simple questions about opening up a savings and checking account. He was extremely rude and th ... more

Josh is great! He checks in regularly to make sure everyone is on the same page and communicates effectively and efficiently. Not only that, but you can tell that he care ... more

Nice staff. Even through staff changes no complaints. Well oiled machine. We have used this bank for over 15 years.

The staff here is overwhelmingly incompetent. The first debit card they gave me didnt even work and they are not helpful at all over the phone. They didnt even call me ba ... more

Got a bill for $7400 for family only tax prep. Insanely exorbitant. Find a different CPA for family taxes.

Very rude and impatient in the first call. Question on weather all the 5 star reviews are real.

My wife & I attended an informational dinner hosted by the Johnson Brunetti firm. The venue and the dinner were excellent and what we heard that night prompted us to want ... more

Very nice branch . Good service.

I was referred to Don by my financial adviser to help understand potential IRA to Roth conversions for 2023. Don was great. We had a couple of initial conversations and a ... more

Campus Bound was well worth the expense. They opened our eyes to so many universities that we would never have explored and assisted us with sharing personal experiences ... more

Extremely friendly, professional, and helpful. Always patient when answering my questions, and I am always surprised by their quick turn around during busy times.

good bank

I started using Karen as my property management business started to develop. She helped me plan and strategize, file my annual returns, and has become a real asset as an ... more

My son just got accepted to his dream school. We worked with Meredith Principe-she's amazing! Meredith was able to bring fresh perspective to our thinking about the p ... more

One of the best immigration lawyer in town. They keep to their words and deliver. Thank you guys

I've had the privilege of working with partner Mike Aniceto on a few projects... very knowledgeable and responsive- a great character guy. In the ever-complex world of ac ... more

Bernie was very helpful and very efficient in helping me with my needs. She did not rush me, took the time to help me with my issue and was patient with her words and act ... more