Best Financial Advisors in Pawtucket, RI

“The owner of this establishment actively participates in her community with generous donations and everyone who reaches out to her is met with kindness and generosity!”

“Highly recommended for any small business in Rhode Island looking to clean up the accounting and bookkeeping to allow focus on providing the best possible service to our own customers.”

“I meet with her regularly during the year to make sure I am doing things correctly and am often calling throughout the year with various requests based on what is happening with my business.”

“She is very meticulous and likes to ascertain the required financial information to prepare not only your taxes but resolve any financial issues with the IRS that you might be facing.”

“We do our personal and business taxes with Derek who goes above and beyond to make the experience very easy!”

“Very easy to work with from staff accountants to tax personnel to management - always knowledgeable and when necessary dedicated time to understanding the complexities of the business.”

“They've also been invaluable in helping me to understand the processes required to work with the state or to understand the steps to configure the company for a new business goal.”

“Not only have I used them for my own personal and business tax returns but I have also had the opportunity to refer many clients to them over the years and have never received anything but positive feedback regarding their services.”

“I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and ...”

“Working with Erik Johnson has been a truly rewarding experience, and I wholeheartedly recommend him to anyone seeking a financial advisor who not only understands their goals but also goes above and beyond to help them achieve them.”

“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”

“This company was highly recommended to us by our longtime accountant, that had to retire , do to spousal illness .”

“Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement.”

“His advice on other financial matters has been excellent such as planning for the years ahead and providing reasonable expectations of what the future looks like based on your personal wants and needs.”

“Would recommend them to anyone looking for financial projections, capital raising, bookkeeping or general business strategy services.”

“Rick Campbell, our founder, started Financial Independence with the philosophy that building relationships and always doing what is in the best interest of our clients, brings meaning to all our lives.”