Cyndie Barone, CFP® & Associates
TollFree: (866) 431-9580
Off Moody Street in Waltham. Visit our new location in Concord NH.
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Cyndie did my mother's tax returns this past year and everything went very smoothly. She also reviewed her previous year's taxes and found an error which resulted in an additional refund! Cyndie is extremely knowledgeable, thorough and professional, and I would definitely recommend her. She's fantastic!
I went to Cindy looking for a CPA to prepare my taxes. I typically perform taxes myself however I needed some help due to some changes. Cindy was great at listening to every scenario and presenting options and future plans. She finished taxes in very short time and accurately.
I would greatly recommend her. Her preparation fee is very resonable.
Cyndie Barone was amazing. My fiance and I had just moved from Pennsylvania to Massachusetts and needed a real professional to help with taxes. We wouldn't trust anyone else but her. She had awesome service and put us at ease about how to file. She was professional and accommodating to our time. I will never go anywhere else!!!!
I was going through a really rough time after discovering that my previous Financial Advisor had been totally corrupt and put my assets into an annuity I could not get out of without paying enormous fees. Cyndie came very highly recommended to me, and I now understand why. She was always professional, while at the same time understanding, personable, and calmly gave me excellent advice. All along the way, she was supportive to me, until 5 months later, the situation was miraculously resolved. I could not have done this without Cyndie Barone. I am so grateful to her, and would recommend her to anyone for any type of financial assistance.
I have worked with Cyndie for years, from basic line item household and small business accounting, planning, tax prep to retirement planning. She has helped me buy a house, go through a divorce, give generously to my kids' education while keeping a solid foundation for my own needs' assessment and fulfillment. This has not come naturally to me and my emotional response to financial matters is not always graceful. Cyndie has been a calm source of peace in my life that has empowered me to be able to think more rationally about money, come from abundance instead of scarcity, and use my money to express my intrinsic values in the world. Money moves energy and mine moves enlightened values, thanks to Cyndie's guidance and support.
My last years taxes (done by someone else) were a mess, so I went to Cindy on a friends (glowing) recommendation. Cindy gave me some great tools and advice to help make next years taxes go smoother, so I will use her services for that when the time comes. Very professional *and* personable!