TOP 10 Financial services for small businesses in Rhode Island
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Computerized Financials
● ClosedComputerized 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.
101 Franklin St Unit 1C, Westerly, RI 02891, United States -
Flynn Financial Group Inc.
● ClosedFlynn 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.
1120 Aquidneck Ave, Middletown, RI 02842, United States -
Rhode Island Small Business Development Center
● ClosedThe 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.
75 Lower College Rd, Kingston, RI 02881, United States -
Lincoln Capital Corporation - Financial Analyst: Sean McGuirk, CFA
● ClosedLincoln 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.
40 Westminster St # 202, Providence, RI 02903, United States -
À La Carte Business Advisors
● ClosedÀ 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.
Front Door, 1019 Waterman Ave, East Providence, RI 02914, United States -
John F Poulton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn 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.
1 Citizens Plz Ste 610, Providence, RI 02903, United States -
Danny DeHoney - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDanny 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.
1000 Chapel View Blvd Ste 250, Cranston, RI 02920, United States -
Ted Trafton - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTed 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.
1 Citizens Plz Ste 610, Providence, RI 02903, United States -
Lincoln Capital Corporation - Financial Advisor: Alexander Albert, CFP
● ClosedLincoln 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.
40 Westminster St # 202, Providence, RI 02903, United States -
Stephen R Bucknam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenStephen 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.
117 Metro Center Blvd Ste 2004, Warwick, RI 02886, United States -
Lincoln Capital Corporation - Financial Advisor: Ronald Albert, CFP
● ClosedLincoln 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.
40 Westminster St # 202, Providence, RI 02903, United States -
Roger Lapierre - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRoger 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.
1 Citizens Plz Ste 610, Providence, RI 02903, United States -
Lincoln Capital Corporation - Financial Advisor: Brittany Albert Moran, CFP
● ClosedLincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a reputable financial institution led by experienced Financial Advisor Brittany Albert Moran, CFP. Since its establishment in 1991, Lincoln Capital has been dedicated to providing clients with objective advice and personalized financial guidance in a fiduciary manner. The firm caters to individuals, professionals, and small business owners nationwide, prioritizing the best interests of the clients. With a focus on assisting clients in achieving their financial goals, Lincoln Capital offers a value-oriented approach to portfolio management and access to comprehensive wealth management services through strategic alliances with leading trust and financial companies. The firm's commitment to professionalism and expertise ensures that clients receive high-quality financial and investment services tailored to their individual needs.
40 Westminster St # 202, Providence, RI 02903, United States -
Safe Harbor Financial Advisors, Llc
● OpenSafe 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.
21 King Charles Dr, Portsmouth, RI 02871, United States -
Edward Jones - Financial Advisor: Stephen Randolph, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Stephen Randolph, CFP®|AAMS™ is a trusted financial institution located at 349 Metacom Avenue in Bristol, Rhode Island, United States. Specializing in personalized financial planning, Stephen Randolph, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help individuals achieve their financial goals. With a commitment to providing tailored solutions and exceptional service, Edward Jones is a premier choice for those seeking comprehensive wealth management services.
349 Metacom Ave Unit 4, Bristol, RI 02809, United States -
Small Business Consultants
● ClosedSmall Business Consultants is a trusted institution specializing in accounting and finance services for small businesses. Located at 1165 Elmwood Avenue in Providence, Rhode Island, our team of expert consultants is dedicated to helping small businesses thrive and succeed. Whether you need assistance with bookkeeping, tax preparation, financial planning, or any other financial matters, our experienced consultants are here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and a focus on customer satisfaction, Small Business Consultants is the go-to institution for small businesses in Rhode Island seeking professional financial guidance.
1165 Elmwood Ave, Providence, RI 02907, United States -
D'Empire Tax Services
● ClosedD'Empire Tax Services is a reputable accounting and finance institution located at 15 Gansett Avenue in Cranston, Rhode Island. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and bookkeeping. Our goal is to provide personalized and efficient solutions to help individuals and businesses achieve their financial goals. Trust D'Empire Tax Services for all your accounting and finance needs in the United States.
15 Gansett Ave, Cranston, RI 02920, United States -
HighClass Bookkeeping & Tax Services
● ClosedHighClass Bookkeeping & Tax Services is a premier accounting and finance institution located at 38 North Court Street, Providence, Rhode Island, United States. Our team is large enough to handle diverse needs, yet small enough to truly care about each client. We specialize in serving small businesses in New York, Massachusetts, and Rhode Island. Our effective tax preparation and planning services can help minimize your future tax liability. We proactively manage both personal and business tax issues, ensuring that upcoming opportunities do not negatively impact your tax status. Additionally, we offer comprehensive bookkeeping services, payroll assistance, and audit support for IRS or State audits.
38 N Court St Suite 2, Providence, RI 02903, United States -
VDA INCOME TAX SERVICES
● OpenVDA Income Tax Services is a trusted finance institution located at 1041 Broad Street in Providence, Rhode Island. Our team of experienced professionals is dedicated to providing top-notch income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Trust VDA Income Tax Services for all your financial needs.
1041 Broad St, Providence, RI 02905, United States -
Bryda's Bookkeeping Services
● ClosedBryda's Bookkeeping Services is a trusted accounting and finance institution located at 250 Eddie Dowling Highway in North Smithfield, Rhode Island, United States. We specialize in providing professional bookkeeping services to businesses of all sizes, helping them manage their finances effectively and efficiently. Our team of experienced professionals is dedicated to ensuring accurate financial records and helping our clients make informed business decisions. Contact us today to learn how Bryda's Bookkeeping Services can support your financial needs.
250 Eddie Dowling Hwy, North Smithfield, RI 02896, United States -
Chamberland Business Accounting
● ClosedChamberland Business Accounting is a reputable institution specializing in accounting and finance services. Located at 603 Great Road in North Smithfield, Rhode Island, United States, the institution offers a wide range of financial solutions to businesses of all sizes. With a team of experienced professionals, Chamberland Business Accounting is dedicated to providing top-notch financial guidance and support to help businesses thrive and succeed. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, Chamberland Business Accounting is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Chamberland Business Accounting is your go-to destination for all your accounting and finance needs.
603 Great Rd, North Smithfield, RI 02896, United States -
Nunez Insurance & Tax Services
● ClosedNunez Insurance & Tax Services is a trusted institution located at 202 Messer Street in Providence, Rhode Island, United States. Specializing in accounting, finance, and insurance services, we provide expert guidance and support to help individuals and businesses navigate their financial responsibilities. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet our clients' specific needs. Whether you need assistance with tax preparation, insurance coverage, or financial planning, Nunez Insurance & Tax Services is here to help you achieve your goals and secure your financial future.
202 Messer St, Providence, RI 02909, United States -
Anchor Financial Mortgage, Inc
● ClosedAnchor Financial Mortgage, Inc is a leading finance institution located at 1 Lonsdale Avenue in Pawtucket, Rhode Island, United States. Specializing in mortgage services, Anchor Financial Mortgage, Inc provides expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, this institution is committed to providing top-notch services and ensuring customer satisfaction. Whether you are looking to buy a new home or refinance your current mortgage, Anchor Financial Mortgage, Inc is the trusted partner you can rely on for all your financial needs.
1 Lonsdale Ave, Pawtucket, RI 02860, United States -
Small Business Lender Providence RI
● ClosedSmall Business Lender Providence RI is a trusted financial institution located at 50 Holden Street in Providence, Rhode Island. We specialize in providing flexible and accessible loan options for small businesses in the local community. Our experienced team is dedicated to helping entrepreneurs achieve their financial goals and grow their businesses. Whether you are looking to start a new venture or expand an existing one, we are here to support you every step of the way. Contact us today to learn more about our services and how we can help your small business thrive.
50 Holden St, Providence, RI 02908, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 1473 Broad Street in Providence, Rhode Island, is a prominent banking and financial institution serving the community with a wide range of services. From personal banking to investment opportunities, this institution offers tailored solutions to meet the diverse financial needs of its customers. With a commitment to excellence and customer satisfaction, the Bank of America Financial Center is a trusted partner for individuals and businesses seeking reliable financial services in the United States.
1473 Broad St, Providence, RI 02905, United States -
1-2-3 Financial Services, Inc.
● Closed1-2-3 Financial Services, Inc. is a leading accounting and finance institution located at 470 East Greenwich Avenue in West Warwick, Rhode Island, United States. Our team of experienced professionals offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, we are here to help. Trust 1-2-3 Financial Services, Inc. for all your accounting and finance needs.
470 E Greenwich Ave, West Warwick, RI 02893, United States -
Greenwich Business Capital LLC
● ClosedGreenwich Business Capital LLC, located at 1300 Division Road in Warwick, Rhode Island, is a finance institution dedicated to helping small businesses achieve their goals. With over 15 years of experience in business capital loans, we offer a quick and easy application process, with funds available within 48 hours. Our skilled finance professionals are committed to helping you obtain the best funding for your business, tailored to your specific needs. Simply provide us with the details of your project and we will provide you with the best solutions. Apply for one of our business loans now and let us help you succeed. Greenwich Business Capital LLC adheres to all applicable laws in the states where our services are offered.
1300 Division Rd W, Warwick, RI 02893, United States -
Woonsocket Tax Services: Denoyelle Steve
● OpenWoonsocket Tax Services, located at 172 Front Street in Woonsocket, Rhode Island, is a trusted institution offering personal and small business tax and financial services. With over 1300 local families and businesses choosing WTS for their tax preparation and bookkeeping needs, our knowledgeable staff and cutting-edge technology set us apart from other services. Our experienced team, with a combined total of 105 years in tax preparation and bookkeeping, is dedicated to providing exceptional customer service with a focus on friendliness, timeliness, and precision. Owners Ron Gaskin and Steve Denoyelle, with over 60 years of experience between them, lead our team in serving the greater Northern Rhode Island and neighboring Massachusetts areas. We take pride in giving back to our community through support of local non-profit organizations and civic groups. Our services include complete tax preparation, assistance in starting up your business, and payroll services to help you navigate the complexities of employee compensation.
172 Front St, Woonsocket, RI 02895, United States -
Amore Accounting Services LLC
● OpenAmore Accounting Services LLC is a professional accounting and finance institution located at 2 Elmhurst Drive, Smithfield, Rhode Island, United States. Each year, many American taxpayers face the consequences of not seeking the help of a tax professional, leading to frustration and financial repercussions. The tax experts at Amore Accounting Services LLC understand the complexity of tax matters and offer personalized services to meet the unique needs of each individual or business. Our team of professionals conducts comprehensive assessments of personal and business finances to ensure the most favorable financial outcomes. We stay up-to-date on changing tax laws to help clients maximize tax opportunities. Our clients rave about the professional service they receive, with many returning year after year for their tax needs.
2 Elmhurst Dr, Greenville, RI 02828, United States -
Excellent Business Consultant Inc
● ClosedExcellent Business Consultant Inc is a leading consulting firm located at 109-111 Summer Street in Providence, Rhode Island. Our team of experienced consultants is dedicated to providing top-notch business solutions to help our clients achieve their goals and drive success. With a focus on innovation, strategy, and efficiency, we offer a wide range of services including business development, market research, strategic planning, and financial analysis. Whether you are a small start-up or a large corporation, our personalized approach and commitment to excellence make us the perfect partner for your business needs. Contact us today to see how we can help your business thrive.
109-111 Summer St, Providence, RI 02903, United States
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List of local businesses, places and services in Rhode Island
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