I had a very good experience with Mr. Forest. I was under a time crunch and he went out of his way to provide the info I needed quickly. I highly recommend him for any tax and or financial planning needs.
I needed some financial coaching, particularly around saving for retirement and Jimmy was very helpful, as well as a good listener.
He gave me clarity around my investing needs, especially my confusing mix of old 401Ks and IRAs. Even more importantly, he lessened my anxiety and gave me confidence that I was making sound financial decisions.
I'm quite grateful for the help he gave me and I'd recommend him to anyone.
Brian has helped my wife and I with various aspects regarding our personal finances, from retirement planning, assets allocation, college planning and investment selection. I would highly recommend him to assist you with your financial needs.
Paul is awesome, truly cares about each client he works with. I've had great success in transferring over my retirement accounts to his management and would highly recommend him to anyone looking for help with their personal finances.
Our firm offers high quality financial and retirement planning services to our clients. Our comprehensive and multidisciplinary planning services strive to coordinate all relevant areas of financial planning into a sound and integrated approach to your planning. Our qualifications, background, and experience make us the firm of choice for your retirement and financial planning needs.
Serving Wakefield, RI, and surrounding areas, Larry Mchugh of Westwind Financial is offering the following services, but not limited to, financial advising, retirement planning, investing, estate planning and life insurance.
The DFM Advantage
INDEPENDENT AND EXPERIENCED
DFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM's clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions
We are independent and fee-only. Many financial advisors are compensated through the sale of financial products which results in a conflict of interest. We have the ability to recommend what is in the client's best interest. We also counsel on all areas of your financial life while others may only focus on investing which is only a piece of the financial puzzle.
As an independent, fee-only financial advisor, I have no quotas, proprietary products, or sales agendas to meet. I work directly for my clients, in their best interests. As a Registered Investment Advisor, I am required by law to act in a fiduciary capacity for my clients, versus the lower standards required of a brokerage firm employee.