TOP 30 Financial planning for business owners in Rhode Island

53 results found

The Rhode Island Small Business Development Center, located at 75 Lower College Road in South Kingstown, Rhode Island, has been serving Rhode Island entrepreneurs for over 40 years. Our expert advisors offer webinars on various topics to help business owners start and grow their businesses successfully. We provide no-cost expert counseling, training, and access to resources to support businesses at every stage, from start-up to maturity. Our seminars cover popular topics related to starting and growing small businesses in Rhode Island, and individual counseling is available for financial planning, business plan development, market research, and more. Our webinars are designed to help businesses get on track and accelerate their growth. Visit our website to watch recordings of past webinars and read success stories of businesses that have benefited from our services. We also offer resources for business planning, marketing, and expanding into international markets. URI is an equal opportunity employer committed to affirmative action principles.

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.

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.

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.

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.

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.

Lincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a trusted financial institution led by Ronald 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. Specializing in high-quality financial and investment services, the firm prioritizes the best interests of its clients, offering tailored solutions to individuals, professionals, and small business owners nationwide. With a focus on helping clients achieve their unique goals and objectives, Lincoln Capital takes a value-oriented approach to portfolio management, ensuring cost-effective strategies to meet financial milestones. Through strategic alliances with top trust and financial companies, the institution offers comprehensive wealth management services personalized to each client's needs.

Roger Lapierre, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Citizens Plz in Providence, Rhode Island, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Roger Lapierre is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Roger Lapierre is trained in behavioral finance, philanthropy, annuities, and senior planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, navigate a divorce, or maximize the value of your business in a merger or acquisition, Roger Lapierre has the expertise to guide you through the process. Contact Roger Lapierre at Ameriprise Financial Services, LLC for all your financial planning needs.

Merrill Lynch Financial Advisor Stephen F Eno, located in Providence, Rhode Island, United States, is a dedicated and experienced institution committed to building strong relationships with clients. With over 45 years of experience in the financial services industry, Stephen Eno focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. As a Senior Financial Advisor, Stephen Eno follows the Merrill tradition of community involvement, volunteering with organizations in the local area. He offers clients personalized financial plans through Merrill Personal Wealth Analysis™, tailored to their goals and priorities. Supported by the global resources of Merrill, Stephen's team provides premier customer service and financial tools based on each client's unique circumstances.

Merrill Lynch Financial Advisor George Panagos, located at 1 Financial Plz, Providence, Rhode Island, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With 28 years of experience in the financial services industry, George focuses on serving families and business owners. He received his bachelor's degree in Economics from the University of Massachusetts in 1991 and his MBA in Finance from Columbia University in 1994. George's passion for educating clients about investing drives his commitment to helping clients understand planning for their wealth, market challenges, and opportunities. By understanding each client's unique situation and priorities, George and his team provide personalized financial strategies with measurable goals. Through the Investment Personality Assessment, Merrill aims to customize financial approaches based on clients' investing preferences. The team at Merrill Lynch works closely with clients to track progress towards their goals and adjust investment strategies as needed. With access to the investing insights of Merrill and the banking capabilities of Bank of America, clients can make informed decisions as they pursue their financial goals. It is important to note that Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their legal and tax advisors before making financial decisions.

Safe Harbor Financial Advisors, LLC is a trusted finance institution located at 21 King Charles Drive in Portsmouth, Rhode Island, United States. With a team of experienced financial advisors, they offer a range of services to help individuals and businesses navigate the complexities of financial planning. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Safe Harbor Financial Advisors, LLC can provide personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to helping their clients secure a safe financial future.

Brenda Santos - New York Life Securities LLC Financial Services Professional is a finance institution located at 1301 Atwood Avenue, Johnston, Rhode Island, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value growth, long-term customizable coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. They also provide guidance on creating investment strategies, estate planning, insurance for employees and business owners, and various life insurance solutions. Brenda Santos, a Registered Representative & Insurance Agent, helps clients understand their options and achieve their financial goals. The institution supports charitable giving, bereavement support, and financial initiatives at local and national levels. They offer resources and tools to help clients prepare for the future.

Steven Hagopian is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Chapel View Boulevard in Cranston, Rhode Island, United States. Steven 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®, 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 Steven's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Steven is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

William F Slaney is a Financial Advisor at Ameriprise Financial Services, LLC located at 117 Metro Center Boulevard in Warwick, Rhode Island, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, William F Slaney is equipped to provide expert financial advice tailored to meet the specific needs of individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and retirement planning, William F Slaney is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, William F Slaney has the expertise to help you navigate the complex world of finance. Contact William F Slaney today to start planning for a secure financial future.

Joseph T Conaty Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1150 New London Avenue in Cranston, Rhode Island, United States. He holds multiple 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®. With expertise in asset management, retirement planning, estate planning, investment management, and financial planning, Joseph is committed to providing comprehensive and personalized financial advice to his clients. His qualifications and dedication to continuing education make him a trusted advisor for individuals, retirees, small business owners, and high net worth clients seeking expert guidance in managing their wealth.

Edward Jones - Financial Advisor: Tom Gardiner, CFP® is a reputable financial institution located at 163 Main Street in Westerly, Rhode Island, United States. As a Certified Financial Planner, Tom Gardiner offers personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or investing for the future, Tom Gardiner and his team are dedicated to helping you make informed financial decisions and navigate the complexities of the financial world. Visit Edward Jones today to start your journey towards financial success.

Welcome to Lauren E Silva - Financial Advisor, Ameriprise Financial Services, LLC, located at 3883 Main Road, Tiverton, Rhode Island 02878. Our firm specializes in providing comprehensive financial guidance tailored to meet the unique needs of each client. With a commitment to excellence and a broad range of expertise, we ensure that our clients receive the highest standard of financial advice. Lauren E Silva is a highly qualified financial advisor, holding numerous prestigious certifications that demonstrate her dedication to professional growth and her ability to navigate complex financial landscapes. Some of the key credentials include:

Tricia Fiore CPA is a reputable accounting and finance institution located at 56 Sherwood Drive in Westerly, Rhode Island, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Whether you are an individual or a business owner, Tricia Fiore CPA is dedicated to helping you achieve your financial goals with personalized and attentive service. Contact them today to schedule a consultation and take the first step towards financial success.

386 Lloyd Avenue is a financial institution located in Providence, Rhode Island, United States. Our focus is on ensuring optimal operational and financial performance for businesses. Leshinsky Finance understands the importance of wise strategic and financial planning throughout all phases of the business cycle, from contemplation to maturation and potential sale of the business. We recognize that the biggest mistakes often occur during times of transition, when the right procedures and processes are not in place. This can threaten the efficiency, performance, and even the survival of a business. Entrepreneurs and small business owners can get caught up in day-to-day operations and overlook the importance of regular financial reviews. Without routine review and comparison of projections to actual performance, business decisions may not be as strong as they could be.

Leshinsky Finance, LLC is a finance and accounting institution located at 815 Reservoir Avenue in Cranston, Rhode Island, United States. Our main focus is on ensuring optimal operational and financial performance for businesses. We understand the importance of strategic financial planning throughout all stages of the business cycle, from inception to potential sale. Transition periods are crucial for businesses, and having the right procedures in place is essential for success. We help entrepreneurs and small business owners avoid common mistakes by providing financial review services and comparing monthly projections to actual performance.

Katharine H Leary CPA Inc is a reputable accounting and finance institution located at 3883 Main Road in Tiverton, Rhode Island, United States. With years of experience in the field, they offer a wide range of services including tax preparation, financial planning, and consulting. Their team of dedicated professionals is committed to providing high-quality, personalized service to meet the unique needs of each client. Whether you are an individual or a business owner, Katharine H Leary CPA Inc is the trusted partner you can rely on for all your accounting and financial needs.

Prudential | Tony Kutsaftis | Life Insurance & Annuities is a trusted finance and insurance agency located at 702 Aquidneck Avenue in Middletown, Rhode Island, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping clients protect their financial future. Whether you are looking to secure your family's well-being or plan for retirement, we offer personalized services tailored to meet your individual needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.

H&R Block is a leading accounting and finance institution located at 50 Ann Mary Street in Pawtucket, Rhode Island, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business owner seeking expert advice on financial matters, H&R Block is dedicated to providing top-notch service and helping you achieve your financial goals. Visit us today to experience the difference our expertise can make for you.

H&R Block is a renowned accounting and finance institution located at 579 Atwells Avenue in Providence, Rhode Island, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business owner seeking financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to meet your needs. Visit us today to experience the trusted expertise and exceptional service that has made H&R Block a leader in the industry.

H&R Block is a renowned accounting and finance institution located at 24 Salt Pond Road in South Kingstown, Rhode Island, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and advisory services. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Trust H&R Block for all your accounting and finance needs.

Ford & Messere, Inc. is a trusted accounting and finance institution located at 3047 East Main Road in Portsmouth, Rhode Island, United States. Our professional team specializes in full-service small business accounting, taking the pressure off of business owners so they can focus on running their businesses effectively. We are always available to answer any tax-related questions and ensure compliance with current tax codes. In addition to small business accounting, we offer a variety of financial services for individuals, including personal financial planning, estate planning, and personal tax preparation. Our dedicated team values our role as trusted partners who understand both our business and yours, guiding you towards financial freedom.

Perfect Bookkeeping, located at 140 Reservoir Avenue, Providence, Rhode Island, is a trusted institution specializing in accounting and finance services. With a focus on accurately categorizing monthly expenses and organizing receipts on the cloud, Perfect Bookkeeping helps businesses gain valuable insight into their financial situation. By tracking sales, expenses, and payments, businesses can make informed decisions to optimize spending and investments. In the event of an IRS audit, Perfect Bookkeeping offers thorough preparation services, including reconciling transactions, preparing profit and loss statements, and recovering lost receipts. Proper bookkeeping is essential for businesses of all sizes, ensuring compliance with legal requirements and facilitating future planning. By providing accurate financial data, Perfect Bookkeeping helps businesses stay on track and make strategic decisions for growth and success.

Welcome to J Raymond Pearson, Jr., CPA, located in North Kingstown, Rhode Island. Since 1995, we have been providing clients with essential financial advice to help them maximize their earnings and savings. Our team of dedicated professionals is here to assist you with all your accounting and finance needs. As a small business owner, you can trust us to handle your accounting needs so you can focus on running your business. From tax preparation to financial planning, we offer full-service small business accounting to help you stay compliant and save money.