Green Oak Financial
20 Marine Road, Milton, Massachusetts, United States
About the Green Oak Financial
Green Oak Financial is a reputable finance institution located at 20 Marine Road in Milton, Massachusetts, United States. We are dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals offers personalized financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to invest, save for retirement, or plan for your children's education, Green Oak Financial is here to help you every step of the way. Trust us to be your partner in financial success.
20 Marine Rd, Milton, MA 02186, United States
Opening hours of Green Oak Financial
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Green Oak Financial
"I’ve used Green Oak Financial for ten years now. JJ is fantastically helpful, kindly reminds me of things I might have forgotten, gets my taxes handled promptly and allows me to focus on things other than my taxes. I can’t recommend him more."
"Green Oak has been super helpful to my business and I never have to think about my taxes. They're always responsive and helpful during and in between tax season and I really enjoy using the document/client portal. I just upload my docs as I receive them and simply let them know when everything's completed on my end. They definitely want to help and Kate has been super helpful to me over the years. Would highly recommend!"
"My experience with Green Oak Financial this tax season has been nothing short of exceptional. The team at Green Oak Financial exudes professionalism, expertise, and a genuine commitment to making the tax process as smooth as possible. Our point of contact, JJ, was an absolute pleasure to work with. He took the time to understand our unique financial situation, answering every question we had with patience and clarity. His extensive knowledge and experience in the tax industry were evident from the get-go. JJ made us feel at ease and confident in our choice to work with Green Oak Financial. The overall process was seamless, efficient, and timely. We received updates at every stage, and the transparency provided by JJ and the team made us feel like we were always in the loop. They not only ensured that we took advantage of every possible deduction and credit but also provided valuable advice for future tax planning. To say that Green Oak Financial has exceeded our expectations would be an understatement. We are thrilled with the results of our tax return and couldn't be more grateful for the outstanding service provided by JJ and the entire team. We wholeheartedly recommend Green Oak Financial to anyone in need of professional and reliable tax services. Don't hesitate to give them a call; you won't be disappointed!"
"I was referred to Green Oak Financial by a close friend who had worked with them for years. Working with Gary and JJ is a pleasure! The tax filing process is very organized and the online portal makes sharing information easy and secure. As a new small business owner, I had many tax-related questions, and Gary was very responsive and knowledgeable. I highly recommend!"
"I’ve worked with Green Oak for several years now and they have consistently exhibited patience, understanding, and deep expertise at all of my questions. My taxes have increased in complexity since my first engagement with them and they have always been able to demonstrate their capabilities to manage it. Moreover, they have actively communicated deadlines which I’m otherwise oblivious to and have actively underpinned my outreach to the IRS. I started as a client for personal needs and and since brought them into my business to replace my previous accountants. I highly recommend J.J., Gary, and the entire team are Green Oak as I have every intention to continue to use them in the years to come."
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