TOP 30 Financial consulting for small businesses in Fall River, MA
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Oldrid Financial
Oldrid Financial, located at 236 New Boston Road in Fall River, Massachusetts, is a reputable finance institution dedicated to providing top-notch investment solutions to individuals, estates, trusts, charitable foundations, and small businesses. With over 27 years of experience, we prioritize integrity and professionalism in all our services. Our offerings include retirement planning, cash flow management, college savings strategies, insurance solutions, and more. We strive to help you understand your financial situation and offer high-quality information, services, and products to guide you towards financial success. Securities are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that our services are available in specific states only. When you visit our website, you can explore various calculators to assist you in making informed financial decisions. When you access third-party websites through our site, you assume full responsibility for any risks or issues that may arise. Feel free to check the background of our investment professional for added peace of mind.
Jillian Blanchard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Jillian Blanchard is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street in Fall River, Massachusetts, United States. With a focus on providing personalized financial advice and services, Jillian Blanchard holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Jillian Blanchard's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Jillian Blanchard offers comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and more. Whether you are looking for advice on investments, insurance products, estate planning, or retirement strategies, Jillian Blanchard is dedicated to helping you achieve your financial goals.
Tom Pavlovich - Financial Advisor, Ameriprise Financial Services, LLC
Tom Pavlovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 275 Martine Street, Fall River, Massachusetts, United States, offers a range of financial services for individuals looking to manage their assets effectively. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, clients can trust in the expertise and ethical standards upheld by Tom Pavlovich. Specializing in areas such as retirement planning, estate planning, investment strategies, and risk management, Tom Pavlovich provides personalized financial advice to cater to the individual needs of retirees, small business owners, and high net worth clients. Whether you are looking to plan for your future, manage your investments, or navigate complex financial decisions, Tom Pavlovich is dedicated to helping you achieve your financial goals.
D E Rodrigues & Co Inc
D E Rodrigues & Co Inc is a reputable accounting and finance institution located at 215 Pleasant Street in Fall River, Massachusetts, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their commitment to excellence and personalized service has earned them a strong reputation in the community. Whether you are a small business owner or an individual looking for financial guidance, D E Rodrigues & Co Inc is dedicated to helping you achieve your financial goals.
Thomas W Renaud CPA
Thomas W Renaud CPA is a reputable accounting and finance institution located at 1822 North Main Street in Fall River, Massachusetts, United States. With years of experience and expertise in the field, the institution offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. The team of professionals at Thomas W Renaud CPA is dedicated to providing high-quality and personalized services to help clients achieve their financial goals. Whether you need assistance with tax filing or financial management, Thomas W Renaud CPA is here to help.
Lapointe Insurance
Lapointe Insurance is a top-rated insurance agency located at 10 North Main Street in Fall River, Massachusetts. We specialize in providing custom insurance coverage at affordable prices. Our experienced agents work with major insurance carriers to find the best rates for your home, auto, and small business insurance needs. Whether you are buying a new home or looking for better auto insurance options, Lapointe Insurance will customize a plan that fits your lifestyle and budget. We also specialize in finding coverage for properties that are considered "difficult to insure" by other agencies.
JMR and Company LLC
Welcome to JMR and Company LLC, your trusted partner in accounting and finance, located at 215 Pleasant Street, Fall River, Massachusetts. With a commitment to excellence and a wealth of experience, we provide extensive and effective accounting, tax, and consulting services tailored to meet the unique needs of your business. Founded by Rose Jardim and Christie Marotta, both Certified Public Accountants with over 15 years of experience, our firm is dedicated to helping small to medium-sized businesses achieve financial success. Rose brings her expertise in public accounting, finance, and corporate taxation from her tenure at PricewaterhouseCoopers, while Christie excels in providing accounting and tax services to closely held businesses, with a focus on efficiency and internal controls.
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