Cyndie Barone, CFP® & Associates

Write a Review866-431-9580

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 honestly can't say enough great stuff about Cyndie and the amazing job she does. She's both timely and efficient and handles her work with professionalism and a great sense of humor. Cyndie, you're the absolute best!!!

Cyndie was my Life Insurance representative. She walked me through the process, and made very useful suggestions regarding my application. I recommend her to anyone applying for Life Insurance.

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.

The most effective and efficient professional you will meet. Cyndie took my chaos and made order; took my confusion and provided necessary answers/solutions. I would not hesitate to recommend her to all friends and family.

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!

Cyndie Barone is professional and timely. I trust her 100% with my financial needs. She has done my taxes for many years and I trust her implicitly. I have recommended her many people and they have all been very happy with her work.

I feel totally safe with Cyndie. When I am in her hands, I don't have to worry about anything. She is efficient, thorough, honest, descreet and incredibly intelligent.

Wow, what an experience. If it weren't for Cyndie Barone's guidance, experience and level thinking, I would not be where I am today. My daughter is in college and we are in a financially secure position to support her for the whole four years. Not only that, but Cyndie helped me protect the wealth I already have and her sound financial advice will take us far into the future. Thank you, Cyndie, for setting us on the right track.

Personal, confidential, thorough service.

We have used Cyndie Barone's financial services and were very satisfied with her knpwledge and advice.

In these difficult fiancial times it's good to have someone of her caliber and honesty..with a capitol H.

Cyndie Barone has worked with me on personal finance matters as well as retirement plans. She is knowledgeable, methodical, detail-oriented, and aware of the all laws, regulations, and stipulations required in multi-level financial planning. Cyndie Barone can be trusted to ethically and successfully answer all your questions. She provides clients with a sense of security and empowerment, along with the appropriate financial vehicles to assure stability now and in the future.

Cyndie Barone is my tax accountant and has been now for several years. She is reliable, prompt, efficient and thorough. I usually get a refund so it is important to me that she get my taxes done asap and she always does. I have yet to use her financial planning services so cannot attest to them - but if they are as good as the taxes then I highly recommend.

Cyndie is honest, trustworthy and knows her stuff. She is very professional and timely. She has done our taxes for several years and I trust her work implicitly.

When it comes to money, and how to plan finances, it is critical to be able to trust the information someone gives you if they are your chosen professional. Cyndie Barone's ability to think strategically and understand my needs as a client have proven extremely helpful in protecting my interests particularly in this market climate- and that isn't easy! There are many people out there that claim they know what they are doing- but rather than claim infallability, if Cyndie doesn't know something she makes it her business to find out everything pertinent to my situation- then analyses the info- and shows me all my options so I can make the best decision. Now that's someone I can trust!

I met Cyndie through acquiring life insurance for myself and my family. She is definately an asset to have. She has helped my family and myself become debt free and set a plan in motion to better prepare for the future. Don't hesitate to give her a call....you won't ever stop feeling grateful that you did.

Cyndie has been my financial planner and tax preparer for four years now. I have had great success with all of her advice. I am self-employed, and she has really opened my eyes about how to run my business efficiently. She has inspired me to branch out and given me the tools with which to do so. I would recommend her services to everyone: self-employed, employee, retired. You can all benefit greatly from her expertise and guidance. Don't wait another minute. Start your success now!!!