Financial management for businesses in Providence, Rhode Island

Computerized Financials is a leading accounting and finance institution located at 101 Franklin Street in Westerly, Rhode Island, United States. We specialize in providing high-quality financial services using cutting-edge technology and software to ensure accuracy and efficiency in managing your financial needs. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Computerized Financials is here to provide expert guidance and support. Contact us today to learn more about how we can help you navigate the complex world of finance.

Johnson & Wales University Providence Campus is a prestigious university located at 8 Abbott Park Place in Providence, Rhode Island, United States. As a leading institution in the fields of culinary arts, hospitality, business, and technology, Johnson & Wales University offers a diverse range of programs and opportunities for students to excel in their chosen fields. With a strong emphasis on experiential learning and industry partnerships, students at the Providence Campus are able to gain real-world experience and hands-on training that prepares them for successful careers. The campus boasts state-of-the-art facilities, experienced faculty, and a vibrant campus community, making it an ideal place for students to pursue their academic and professional goals.

Corrigan Financial, Inc. is a reputable finance institution located at 747 Aquidneck Avenue in Middletown, Rhode Island, United States. Specializing in providing comprehensive financial services, Corrigan Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Corrigan Financial, Inc. is committed to providing expert guidance and support every step of the way.

Adam Financial, LLP is a reputable accounting and finance institution located at 41 Long Wharf Mall in Newport, Rhode Island, United States. With a team of experienced professionals, Adam Financial, LLP provides a wide range of financial services to individuals and businesses. From tax preparation to investment management, their dedicated team is committed to helping clients achieve their financial goals. Trust Adam Financial, LLP for all your accounting and finance needs.

UBS Financial Services Inc. is a leading finance institution located at 130 Bellevue Avenue in Newport, Rhode Island, United States. With a strong reputation for providing top-tier financial services, UBS offers a wide range of investment solutions and wealth management services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, UBS Financial Services Inc. is committed to delivering innovative solutions and exceptional service.

Lincoln Financial Securities | James Crosson is a reputable finance and insurance agency located at 809 Aquidneck Avenue in Middletown, Rhode Island, United States. With a strong focus on providing personalized financial solutions and insurance products, this institution is dedicated to helping clients achieve their financial goals and secure their future. Led by experienced financial advisor James Crosson, the team at Lincoln Financial Securities is committed to providing top-notch service and expert guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or protect your assets, Lincoln Financial Securities | James Crosson is the trusted partner you need for all your financial needs.

Edelman Financial Engines is a premier financial institution located at 1485 South County Trail in East Greenwich, Rhode Island, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized solutions to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edelman Financial Engines is dedicated to providing expert guidance and support every step of the way. Visit their office today to start on the path to financial success.

Flynn Financial Group Inc. is a leading accounting and finance institution located at 1120 Aquidneck Avenue in Middletown, Rhode Island. With a team of experienced professionals, Flynn Financial Group Inc. provides a wide range of financial services including tax preparation, financial planning, investment management, and more. Clients can trust Flynn Financial Group Inc. for expert advice and personalized solutions to meet their financial needs.

Gorra Financial Group is a leading finance institution located at 2 Regency Plaza in Providence, Rhode Island, United States. With a strong reputation for providing expert financial services, Gorra Financial Group offers a wide range of financial solutions to individuals and businesses alike. From investment management to retirement planning, Gorra Financial Group is dedicated to helping clients achieve their financial goals. Visit us today to discover how we can help you secure your financial future.

Sowa Financial Group is a leading finance institution located at 10 Dorrance Street in Providence, Rhode Island, United States. With a strong reputation for providing top-notch financial services, Sowa Financial Group offers a wide range of financial solutions to meet the needs of individuals, businesses, and organizations. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or wealth management, Sowa Financial Group is committed to providing personalized and expert advice to help you succeed. Visit their office today to learn more about how they can help you with your financial needs.

Balance Wealth Advisors is a premier finance and insurance agency located in Providence, Rhode Island. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Located at 559 South Water Street, our office is conveniently situated in the heart of Providence. Whether you are planning for retirement, investing for the future, or looking to protect your assets with insurance, Balance Wealth Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial security and success.

Lincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a reputable finance institution led by Financial Analyst Sean McGuirk, CFA. Since its establishment in 1991, Lincoln Capital has been dedicated to providing clients with high-quality financial and investment services in a fiduciary manner. With a focus on serving the best interests of their clients, Lincoln Capital offers personalized financial guidance to individuals, professionals, and small business owners nationwide. The institution takes a value-oriented approach to portfolio management, offering cost-effective solutions to help clients achieve their financial goals. Through strategic alliances with leading trust and financial companies, Lincoln Capital is able to offer comprehensive and personalized wealth management services to their clients.

Randall Financial Group, LLC is a finance institution located at 260 West Exchange Street in Providence, Rhode Island, United States. With a strong reputation for providing expert financial services, the institution offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Randall Financial Group, LLC has the expertise and experience to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Brendan P McCarthy, located in Providence, Rhode Island, United States, offers personalized wealth management advice to affluent families and individuals. Brendan, a Senior Vice President and Wealth Management Advisor, is a CERTIFIED FINANCIAL PLANNER™ with a focus on retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation. Recognized on the Forbes "Best-in-State Wealth Advisors" list and part of the #1 Wealth Management Team in Rhode Island, Brendan is dedicated to helping clients achieve their financial goals. With a personalized approach centered on the client's priorities and goals, the De Marco-McCarthy Group provides boutique-level services for both accumulation and distribution phases of clients' lives. Through the Merrill Personal Wealth Analysis™, Brendan helps clients build a customized plan to manage, grow, and preserve their wealth. By getting to know each client personally, Brendan creates a financial approach tailored to their unique needs and life priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Brendan works with clients to help them achieve their financial goals and stay on track, no matter the market conditions. Brendan is registered to do business in multiple states and is committed to providing comprehensive financial solutions to help clients live their best financial life.

NE Financial Partners is a leading finance institution located at 95 Sockanosset Cross Road in Cranston, Rhode Island. As a trusted financial partner, we offer a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, NE Financial Partners is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Ameriprise Financial is a reputable finance institution located at 175 Hillside Road in Cranston, Rhode Island, United States. With a focus on providing personalized financial planning and wealth management services, Ameriprise Financial helps individuals and businesses achieve their financial goals. Their team of experienced advisors offers a wide range of financial products and services, including investment planning, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for your future, or protect your assets, Ameriprise Financial is dedicated to helping you make informed financial decisions.

MacArthur Financial, located at 340 Broadway in Providence, Rhode Island, is a finance institution specializing in strategic executive benefit programs for corporations and closely held businesses. With over 30 years of experience in high-level corporate consulting, MacArthur Financial offers personalized financial planning services that integrate equity/earnings into wealth management for retirement, legacy, and charitable goals. The institution works closely with clients' other advisors to develop tax-favored nonqualified deferred compensation and executive benefit plans, as well as to help executives and business owners maximize income, reduce taxes, and mitigate risks. MacArthur Financial is supported by Wealth Impact Partners and serves as an independent technical resource for advisors, providing continuing education and assistance with clients' personal, business, and financial needs. Contact MacArthur Financial at 203-909-6533 or [email protected] for more information.

Merrill Lynch Financial Advisor Edythe M De Marco is a highly experienced finance institution located in Providence, Rhode Island, United States. Edythe De Marco has been providing advice and guidance to high and ultra-high net worth families since 1981, specializing in goals-based planning, strategies, and solutions for business owners, retirees, and women investors. With offices in St. Petersburg, FL, Providence, RI, and Hingham, MA, the team has over 120 years of combined experience and is dedicated to offering personalized goals-based planning, investment management, and banking services. Edythe De Marco has been nationally recognized by Barron's and Forbes for her expertise in wealth management. The institution's mission is to have a meaningful and lasting impact on the families they serve, helping them achieve financial well-being and desired lifestyles and legacies. Edythe De Marco is a CERTIFIED FINANCIAL PLANNER™ with a bachelor's degree in finance from Santa Clara University. She is committed to the Rhode Island community, serving on the Board of Foster Forward and the Investment Committee for St. Mary's Church. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals and priorities. With a focus on understanding clients' aspirations and providing tailored advice, the team aims to help clients manage, grow, and preserve their wealth. The De Marco-McCarthy Group provides a boutique-level experience, guiding clients through the accumulation and distribution phases of their financial lives. By staying in touch with clients and adjusting their financial approach as needed, the team helps clients stay on track to achieve their goals. With a personalized approach that reflects clients' personalities and priorities, Merrill Lynch Financial Advisor Edythe M De Marco is dedicated to helping clients achieve financial success.

Welcome to Merrill Lynch Wealth Management in Providence, Rhode Island. Our financial advisors believe in creating customized, strategic wealth management plans that cater to each client's unique objectives. From retirement planning to business issues, our team takes the time to understand your financial priorities and goals, no matter how big or small. Our advisors are dedicated to providing exceptional client service and satisfaction. By leveraging the investing resources of Merrill and the banking convenience of Bank of America, we collaborate with clients to create tailored financial strategies that align with their long-term objectives. Our commitment to volunteerism and charitable outreach reflects our belief in supporting the communities in which we live and work.

À La Carte Business Advisors is a premier accounting and finance institution located at 1019 Waterman Avenue in East Providence, Rhode Island. Our team of expert advisors offers personalized and customized services to meet the unique needs of each client. Whether you are a small business owner or a large corporation, we are here to provide you with top-notch financial guidance and support. With our extensive knowledge and experience in the industry, you can trust that your financial matters are in good hands. Contact us today to learn more about how À La Carte Business Advisors can help you achieve your financial goals.

John F Poulton is a financial advisor at Ameriprise Financial Services, LLC located at 1 Citizens Plz, Providence, Rhode Island, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and Chartered Life Underwriter Designation®. John specializes in providing financial advice and planning for individuals, retirees, small business owners, and high net worth clients. He is dedicated to upholding ethical standards and staying current with industry knowledge to best serve his clients' needs. John's expertise covers a wide range of areas including asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Whether you are looking to plan for your future, manage your assets, or navigate complex financial situations, John F Poulton is here to help guide you towards financial success.

Andrew Liss, Gorra Financial Group is a reputable finance institution located at 2 Regency Plaza in Providence, Rhode Island, United States. With a focus on providing expert financial guidance and services, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Andrew Liss, Gorra Financial Group is here to help. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial needs.

Jerome Sullivan - TD Wealth Financial Advisor is a trusted financial institution located at 180 Westminster Street in Providence, Rhode Island. As a part of TD Wealth, our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. We offer personalized financial planning services, investment advice, and wealth management solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your investments, Jerome Sullivan - TD Wealth Financial Advisor is here to provide expert guidance and support every step of the way. Visit us today to start building a secure financial future.

Jim Wing - RBC Wealth Management Financial Advisor is a reputable financial institution located at 500 Exchange Street in Providence, Rhode Island. As a trusted advisor, Jim Wing provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on wealth management, Jim Wing offers expert guidance and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jim Wing is committed to providing top-notch financial advice and support. Visit Jim Wing - RBC Wealth Management Financial Advisor today to secure your financial future.

Danny DeHoney - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1000 Chapel View Boulevard in Cranston, Rhode Island, offers a range of financial services to meet the needs of individuals and small business owners. Danny DeHoney holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. Whether you are looking for portfolio management advice, retirement planning strategies, or assistance with estate planning, Danny DeHoney can provide you with personalized financial solutions tailored to your individual needs. Contact him today to schedule a consultation and take the first step towards achieving your financial goals.

The Prescott Wing - RBC Wealth Management Financial Advisor is a leading finance institution located at 500 Exchange Street in Providence, Rhode Island, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. We offer a wide range of investment options and financial solutions tailored to meet the unique needs of each individual or business. With a commitment to excellence and a focus on building long-term relationships, we strive to provide our clients with the highest level of service and expertise in the industry. Contact us today to learn more about how we can help you secure your financial future.

Ted Trafton is a financial advisor at Ameriprise Financial Services, LLC located at 1 Citizens Plz in Providence, Rhode Island, United States. Ted Trafton holds several 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 demonstrate Ted Trafton's expertise in various areas of financial planning and management. Ted Trafton is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Ted Trafton is committed to upholding the highest ethical standards and staying up-to-date on the latest industry trends and developments to best serve his clients.

Lincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a finance institution led by financial advisor Alexander Albert, CFP. Since its establishment in 1991, Lincoln Capital has been dedicated to providing clients with objective financial advice and personalized guidance in a fiduciary manner. Their team works with individuals, professionals, and small business owners nationwide to help them achieve their financial goals. With a focus on client interests, Lincoln Capital offers expertise in portfolio management, value-oriented investment strategies, and comprehensive wealth management services through partnerships with leading trust and financial companies. Their services are designed to assist clients in reaching their individual financial objectives while providing cost-effective solutions.

Stephen R Bucknam is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 117 Metro Center Boulevard in Warwick, Rhode Island, United States. He holds various certifications such as 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®, CFP®, Certified Fund Specialist, ChFC®, 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 demonstrate his expertise in asset management, estate planning, retirement planning, investment management, risk management, and financial planning for individuals, retirees, small business owners, high net worth clients, and those with special needs. Stephen R Bucknam is dedicated to providing comprehensive and personalized financial solutions to his clients, with a strong commitment to ethical practices and professional excellence.

Steven L Lavergne is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Central Avenue, Pawtucket, Rhode Island, United States. If you or someone you know has financial questions, Steven is available to provide guidance and advice. He offers complimentary initial consultations to discuss financial planning concepts and help individuals work towards a more confident financial future. Steven is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can use the Ameriprise Credit Card Cash Back Calculator to maximize their cash back rewards. Steven may only conduct securities business with residents of certain states, so it is important to check his registration on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security are a top priority, and clients can access important disclosures and information on the Ameriprise Financial website. Feel free to refer friends and family to Steven for assistance with achieving their financial goals.