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Browse these retirement planning services with great ratings from Thumbtack customers in Providence.
Nicole did an excellent job in preparing my tax returns. Very responsive, quick turnaround time and without lots of back and forth.
Viktor was very friendly and professional. In fact, I will be working with him around financial planning as well. He's a keeper!
effective, efficient and clear
I provide small business, corporations, LLCs, partnerships, individuals with tax consulting, IRS representation, tax planning and complete business planning.
Our services include the following: - Financial Services - Tax Planning - Building of Financial Plans - Securities and Investments - Annuities - Life Insurance
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.
Nice and professional, planning on hiring for fiancial advisor
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.
Serving Spencer, MA, and the outlying areas, George Cox of Cox Wealth Management is offering services, but are not limited to the following: insurance planning, investing, retirement planning, estate planning and wealth preservation to help clients reach their financial goals.
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.
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
I was extremely happy with her service! She was quick, efficient, explained everything to me in detail! I will definitely have her do my taxes again next year and urge anyone reading this to give her a try! She's great and very nice also!!
Great company. These guys really know their stuff.