Special needs financial solutions in Rhode Island
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Computerized Financials
● OpenComputerized 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 -
Athena Legacy Solutions, LLC
● OpenAthena Legacy Solutions, LLC is a finance institution located at 215 Douglas Drive in North Kingstown, Rhode Island, United States. We specialize in providing comprehensive financial solutions to help individuals and businesses achieve their long-term financial goals. Our team of experienced professionals offers personalized services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Athena Legacy Solutions is here to help you secure a prosperous financial future.
215 Douglas Dr, Saunderstown, RI 02874, United States -
Newport Financial Associates
● OpenNewport Financial Associates is a reputable institution located at 1120 Aquidneck Avenue in Middletown, Rhode Island. Specializing in finance, health, and insurance services, Newport Financial Associates offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution provides personalized and comprehensive financial planning, investment management, and insurance coverage to help individuals and businesses achieve their financial goals. Whether you are looking to secure your future, protect your health, or safeguard your assets, Newport Financial Associates is dedicated to providing expert guidance and support every step of the way.
1120 Aquidneck Ave, Middletown, RI 02842, United States -
Coastal Financial Group & Island Tax Associates
● OpenCoastal Financial Group & Island Tax Associates is a comprehensive financial institution located at 575 East Main Road in Middletown, Rhode Island, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. From tax preparation and planning to investment strategies and insurance solutions, we offer a wide range of services to meet our clients' needs. With a commitment to personalized service and expert advice, Coastal Financial Group & Island Tax Associates is your trusted partner in financial success.
575 E Main Rd, Middletown, RI 02842, United States -
Nakowicz Financial Services
● OpenNakowicz Financial Services is a reputable institution located at 1464 Warwick Avenue in Warwick, Rhode Island, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to providing personalized financial solutions to help clients achieve their goals. Whether you need assistance with tax preparation, retirement planning, or insurance coverage, Nakowicz Financial Services is here to offer expert guidance and support. Contact us today to schedule a consultation and take control of your financial future.
1464 Warwick Ave, Warwick, RI 02888, United States -
RBS - Raineri Business Solutions
● OpenRBS - Raineri Business Solutions is a leading institution located at 1341 West Main Road, Middletown, Rhode Island, United States. Specializing in accounting and finance, we offer a range of services including accounting, fiscal, financial BPO, bookkeeping, and business financial planning and advisory. Our internationally certified team of accountants and experts are dedicated to providing tailored solutions to meet your specific needs. Whether you are an individual looking for tax and financial solutions, a business in need of accounting and financial consultancy, or an expatriate seeking specialized tax planning services, RBS Solutions has got you covered. With over 25 years of experience, we ensure a solid and accurate financial foundation for your business to thrive stress-free.
1341 W Main Rd Ste 2, Middletown, RI 02842, United States -
Luis Obando, Baystate Financial
● OpenLuis Obando, Baystate Financial is a finance institution located at 501 Wampanoag Trail in East Providence, Rhode Island, United States. Specializing in financial services, they offer a range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Luis Obando, Baystate Financial provides personalized advice and strategies to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or secure your financial future, Luis Obando, Baystate Financial is dedicated to providing top-notch service and expertise to meet your needs.
501 Wampanoag Trl #200, Riverside, RI 02915, United States -
Merrill Lynch Financial Advisor Edythe M De Marco
● OpenMerrill 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.
1 Financial Plaza, 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 -
Edward Pontarelli Jr. Managing Director - Ameriprise Financial Services
● OpenEdward Pontarelli Jr. is the Managing Director of Ameriprise Financial Services located in Providence, Rhode Island, United States. The institution specializes in finance and insurance services. Edward Pontarelli Jr. holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and financial analysis. Edward Pontarelli Jr. is committed to providing comprehensive and personalized financial solutions to his clients, ensuring their financial goals are met with integrity and professionalism.
One Citizens Plaza, Providence, RI 02903, United States -
Lincoln Capital Corporation - Financial Advisor: Ronald Albert, CFP
● OpenLincoln 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 -
Merrill Lynch Financial Advisor John H. Lane
● OpenMerrill Lynch Financial Advisor John H. Lane is a finance institution located in Providence, Rhode Island, United States. They specialize in developing personalized retirement plans to help assets last through a lifetime and beyond. With a deep understanding of each client's financial picture, they create flexible strategies tailored to changing market conditions. Through access to Merrill's investment insights and Bank of America's banking solutions, they offer personalized wealth management strategies to help clients pursue their goals. Their approach is rooted in community involvement, with a focus on volunteering and giving back. The Merrill Personal Wealth Analysis™ is used to build and document personalized plans centered on individual goals. They believe that financial success is achieved by making informed investment decisions that align with meaningful objectives.
1 Financial Plaza, Providence, RI 02903, United States -
K. Doyle Financial Planning - Ameriprise Financial Services, LLC
● OpenK. Doyle Financial Planning - Ameriprise Financial Services, LLC is a reputable financial institution located at 1 Citizens Plz in Providence, Rhode Island, United States. Specializing in finance, they offer expert financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized advice and solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, K. Doyle Financial Planning - Ameriprise Financial Services, LLC is dedicated to helping you secure a stable financial future.
1 Citizens Plz Ste 610, Providence, RI 02903, United States -
Edward Jones - Financial Advisor: Jeffrey D Dionne
● OpenEdward Jones - Financial Advisor: Jeffrey D Dionne is a reputable financial institution located at 3001 East Main Road in Portsmouth, Rhode Island, United States. Specializing in finance, they provide expert advice and guidance to help individuals and businesses achieve their financial goals. With Jeffrey D Dionne at the helm, clients can trust in his expertise and professionalism to navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Edward Jones - Financial Advisor: Jeffrey D Dionne is dedicated to providing personalized solutions tailored to your unique needs. Visit them today to start building a secure financial future.
3001 E Main Rd, Portsmouth, RI 02871, United States -
Portugal Solutions
● OpenPortugal Solutions is a finance institution located at 400 Massasoit Avenue in East Providence, Rhode Island. We specialize in providing financial solutions for individuals and businesses looking to invest or conduct transactions in Portugal. Our team of experts offers a wide range of services including investment advice, currency exchange, and assistance with real estate transactions. Whether you are looking to expand your portfolio or purchase property in Portugal, Portugal Solutions is here to help you navigate the financial landscape with confidence. Contact us today to learn more about how we can assist you with your financial needs.
400 Massasoit Ave #114, East Providence, RI 02914, United States -
Anchor Financial Mortgage, Inc
● OpenAnchor 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 -
JAISIN Insurance Solutions
● OpenJAISIN Insurance Solutions is a reputable insurance agency located at 320 Thames Street in Newport, Rhode Island. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a focus on excellent customer service and competitive rates, you can trust JAISIN Insurance Solutions to protect what matters most to you. Contact us today to learn more about our services and how we can help you find the perfect insurance coverage.
320 Thames St STE 1 Ste 874, Newport, RI 02840, United States -
Newport Insurance Solutions, LLC
● OpenNewport Insurance Solutions, LLC is a reputable insurance agency located in Middletown, Rhode Island, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of insurance professionals is dedicated to helping individuals and businesses find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Newport Insurance Solutions, LLC is here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance needs.
702 Aquidneck Avenue Middletown, Middletown, RI 02842, United States -
Tax Insurance Solutions
● OpenTax Insurance Solutions is a leading insurance agency located at 1215 Plainfield Street in Johnston, Rhode Island, United States. We specialize in providing comprehensive insurance solutions to protect individuals and businesses from tax-related risks. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of tax insurance, ensuring they have the coverage they need to safeguard their financial future. Whether you are looking for personal or commercial insurance, Tax Insurance Solutions is here to help you find the right policy for your specific needs. Contact us today to learn more about our services and how we can assist you in securing your financial well-being.
1215 Plainfield St, Johnston, RI 02919, United States -
PVD Capital Solutions
● OpenPVD Capital Solutions is a finance institution located at 960 Reservoir Avenue in Cranston, Rhode Island, United States. We specialize in providing a wide range of financial solutions to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and customized financial solutions to meet the unique needs of our clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, PVD Capital Solutions is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
960 Reservoir Ave Suite 27, Cranston, RI 02910, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a reputable institution located at 23 Sidney Street in Smithfield, Rhode Island, United States. Specializing in finance, health, and insurance services, LTC Financial Partners is dedicated to helping individuals and families make informed decisions about long-term care planning. With a team of experienced professionals, they offer personalized solutions to ensure their clients are prepared for any future healthcare needs. Whether it's financial planning, health insurance, or long-term care options, LTC Financial Partners is committed to providing expert guidance and support.
23 Sidney St, Smithfield, RI 02917, United States -
Carlos Martins: Primerica - Financial Services
● OpenCarlos Martins: Primerica - Financial Services is a reputable finance and insurance agency located at 1525 Old Louisquisset Pike in Lincoln, Rhode Island, United States. We specialize in providing a wide range of financial services to help our clients achieve their financial goals and secure their future. With a team of experienced professionals, we offer personalized financial planning, investment strategies, and insurance solutions to meet the unique needs of each individual or family. Whether you are looking to save for retirement, protect your assets, or plan for your children's education, Carlos Martins: Primerica - Financial Services is committed to helping you build a solid financial foundation for a secure and prosperous future.
1525 Old Louisquisset Pike C-103, Lincoln, RI 02865, United States -
Specialized Account Representatives
● OpenWelcome to Specialized Account Representatives, your trusted partner in financial services, conveniently located at 396 Roosevelt Avenue, Central Falls, Rhode Island. Our dedicated team of financial experts is committed to providing personalized solutions tailored to meet your unique needs. We specialize in a wide range of financial services including account management, financial planning, and advisory services, ensuring your financial goals are met with precision and care. Our client-focused approach prioritizes your success, offering expert guidance and strategic insights to help you navigate the complexities of today's financial landscape. Visit us today and discover how Specialized Account Representatives can empower your financial journey with expertise and integrity.
396 Roosevelt Avenue, Central Falls, Rhode Island 02863, United States -
L Cruz Financial
● OpenWelcome to L Cruz Financial, your trusted insurance agency located at 23 Maple Street, Cumberland, Rhode Island. We specialize in offering personalized insurance solutions to meet the diverse needs of our community. Whether you're seeking comprehensive coverage for your home, auto, business, or life, our experienced team is dedicated to providing you with exceptional service and peace of mind. At L Cruz Financial, we understand that insurance is not just about policies; it's about protecting what matters most to you. Visit us today and let us help you find the right coverage tailored to your unique circumstances. Your security is our priority.
23 Maple Street, Cumberland, Rhode Island 02864, United States -
RPS Property Solutions
● OpenWelcome to RPS Property Solutions, your trusted partner in finance and real estate, conveniently located at 30 Halsey Street, Newport, Rhode Island. At RPS Property Solutions, we specialize in providing comprehensive financial and real estate services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you navigate the complexities of the real estate market with ease and confidence. Whether you're buying, selling, or investing in property, we offer expert guidance and personalized solutions to ensure your success. Discover how RPS Property Solutions can make your real estate dreams a reality. Visit us today and experience the difference of working with a committed and knowledgeable team.
30 Halsey Street, Newport, Rhode Island 02840, United States -
Barton Gilman LLP
● OpenBarton Gilman LLP is a prestigious law firm located in Providence, Rhode Island, United States. With a team of experienced lawyers specializing in various areas of law, Barton Gilman LLP is dedicated to providing top-notch legal services to its clients. Whether you are in need of representation for a personal injury case, business litigation, or estate planning, Barton Gilman LLP is committed to delivering effective and efficient legal solutions tailored to your specific needs. Trust in Barton Gilman LLP for all your legal needs in the Providence area.
One Financial Plaza 18th Floor, Providence, RI 02903, United States -
Westerly Tax Group Service
● OpenWesterly Tax Group Service is a reputable finance institution located at 137 Main Street in Westerly, Rhode Island, United States. Specializing in tax services, they provide expert assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a team of skilled professionals, Westerly Tax Group Service is dedicated to helping their clients achieve financial success and compliance. Whether you need help with tax preparation, planning, or resolution, you can trust Westerly Tax Group Service to provide reliable and personalized service.
137 Main St, Westerly, RI 02891, United States -
Donna M Hagerty Inc
● OpenDonna M Hagerty Inc is a reputable dental institution located at 24 Salt Pond Road in South Kingstown, Rhode Island, United States. Specializing in providing top-notch dental care, this institution offers a wide range of services to ensure optimal oral health for patients of all ages. With a team of highly skilled and experienced dental professionals, Donna M Hagerty Inc is committed to delivering personalized and compassionate care in a comfortable and welcoming environment. Whether you are in need of routine check-ups, cosmetic procedures, or emergency dental services, you can trust Donna M Hagerty Inc to meet your needs with excellence.
24 Salt Pond Rd STE E3, Wakefield, RI 02879, United States -
Rodriguez Wealth Management
● OpenRodriguez Wealth Management is a leading financial institution located at 850 Aquidneck Avenue in Middletown, Rhode Island, United States. Specializing in finance, Rodriguez Wealth Management offers a wide range of services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, they provide personalized wealth management solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rodriguez Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
850 Aquidneck Ave a4, Middletown, RI 02842, United States -
BALLAST WEALTH MANAGEMENT
● OpenBallast Wealth Management is a premier financial institution located at 174 Bellevue Avenue in the charming coastal town of Newport, Rhode Island. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ballast Wealth Management is committed to providing personalized solutions tailored to your unique needs. Visit us today and let us help you navigate the complexities of the financial world with confidence and peace of mind.
174 Bellevue Ave #210, Newport, RI 02840, United States
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