Euclid Financial Services LLC. 225 Newman Avenue, East Providence, RI 02916
About the Business
Euclid Financial Services LLC. is a finance institution located at 225 Newman Avenue, East Providence, Rhode Island, United States. We are known as New England’s "Go-To" Retirement and Insurance Professionals, dedicated to forming partnerships with our clients to provide the highest levels of service in retirement planning. We work closely with Bountiful Investment Management to offer a holistic approach to retirement income and investment planning.
Our mission is to help our clients enjoy their retirement without worrying about their finances. We focus on four key areas of retirement planning: stable income design, tax organization, healthcare planning, and legacy planning. We also provide information on annuities to help clients make informed decisions about their financial future.
Our office is equipped for in-person, online, or phone meetings, and we offer a variety of investment and insurance products tailored to individual needs and objectives. We do not offer tax, legal, or estate planning advice, but provide general information on these topics. Our goal is to help clients create successful retirement strategies and ensure their assets are distributed according to their wishes.
For more information about our services, schedule an appointment today or visit our website. We are committed to providing the best financial solutions for our clients and helping them achieve their retirement goals.
Photos
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"If you're in need of a financial planner advisor look no further!! Euclid is the company to go to. They're very knowledgeable, thorough and listen to what you want and implements it. Explains everything in a way that's easy to understand. My husband and I are extremely happy with Euclid's services. . We can't say enough good things about them. We will recommend Euclid Financial. Ps.. it's nice to know don't have to have a lot of money to visit a financial planner/advisor. Everyone should visit a financial planner at least once, let it be Euclid .. you won't be disappointed."
"Euclid Financial Services is a great place to work! Very friendly environment. Always placing customers and employees needs above the company's needs."
"Euclid Financial Services is a great asset to have in your back pocket. They have been advising me for years and any time I have a question, they are quick to respond and explain everything to me in a way that I can understand."
"The staff at Euclid Financial is not only extremely knowledgeable, they are friendly and great listeners. They don't sell, they consult with you and present options that make sense for you and your situation and goals. They answer all your questions in plain language that you can understand. Plus they do in-person or virtual check-ins with you at least twice a year as well as whenever you call and want to chat about something that you may need. I highly recommend this firm."
"Family like environment where the staff is more concerned about their clients than making money. Highly recommend for anyone nearing retirement who is looking for a financial planner."
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