Best accountant I have ever had. Always thorough with great communication. Highly recommend to…read moreanyone with a business or for personal taxes.

We need needed a consultation about a business venture we were about to start. I emailed Nikki and…read moreshe answered back quickly, and got us in within the same week. The office was in a charming historic building in down town Providence. Everything from the hallways to the elevator to the pendulum clock in the office just reminds of a more classical time in the history of Providence, perhaps a better time. Nikki is very kind and welcoming. She has a positive attitude. We sat with her and her father, Larry. They know how to ask all the right questions and they gave us a detailed and thorough consultation. I was really impressed with their professionalism. Best of all, the consultation was FREE! And here is how I know Nikki and Larry are trustworthy. They advised us against a specific business plan and showed us its shortcomings, although they could have made lots of money doing the paperwork for us. This shows integrity. Larry showed me how to do a simple task at city hall that would cost me a mere $10 instead of something that would have cost around $1000 a year. Give them a try and judge for yourself!

I am considering what to do regarding an investment, and so I scheduled a time with Henry. He was…read morehelpful, thorough in his explanation when I had questions and very friendly. I felt at ease reviewing my options and Henry did not pressure me in any way. I was happy to have consulted with him.

I'm a small business owner and I had a lot of questions about taxes, write offs, healthcare and…read morefunding my own retirement. Henry was super helpful with setting up a retirement plan that made sense for my personal situation. I feel so much better knowing I have had an expert review my finances and that I'm staying on track to achieve my goals! He's also been helping me with figuring out the pros and cons of purchasing a home. I highly recommend him, he's friendly, smart and easy to work with.

I was referred to Capital Good Fund by an online car search site, and I was skeptical at first. My…read morecredit and income isn't excellent, but I'm a decent, hardworking person and decided to give them a chance to help me. There were so many other outfits offering short-term financing, my email inbox was being bombarded with offers with very high interest rates in the fine print. I was really concerned about getting ripped off. I'm glad I was able to get a pre-approval letter from Capital Good Fund. I had all the documents, but sometimes their communication about specifically what they needed wasn't clear in the first instance, but they were patient until I was able to provide them with what they needed to secure my loan approval. It was a longer process than I expected; it took more than a few weeks after I signed a purchase agreement with a dealership to close the loan, but I am certain a hasty process to get financing through the dealership would have resulted in a financially damaging decision. I was concerned at the end of the process with Capital Good Fund that a "mistake" which increased the expected interest rate of the loan over what I expected from the pre-approval letter was going to break the deal. They apologized and corrected the error, but I'm not sure what they would have done had I signed the incorrect contract. In summary, get all your documents (paystubs, utility bills, license), get pre-approved, shop around to get a good price on the car you want, get your insurance binder with the lender as lienholder, make sure you demand a copy of the signed sales agreement, and most of all, don't make the mistake I did of handing over your trade and taking delivery of the car until the loan is closed, even if you have to wait a while, it will only make you nervous until you sign, and the dealer will likely hound you for delays you have no control over. It probably would have been better to tell the dealer I didn't need their "backup" financing, which will cost you thousands more if you end up needing it. If the dealer pressures you to do otherwise, buy your car somewhere else. Good luck, and thanks Capital Good Fund for helping me meet my goals.

I mean, Capital GF gave me financing for a car when no one else would due to my credit. The…read moreinterest rate is high, and I didn't have too many problems on my credit that I didn't get fixed quickly, but again, almost every other loan grantor was giving me a hard time, and CGF didn't. I can't say that their process was very timely (the dealership called me every day for three weeks asking when they were going to get paid), but as far as the other review purporting them to be a scam, I just don't see it. I mean, if your credit is completely destroyed or your income isn't so great, then they would be foolish to loan you money. Overall, a pretty good company. I can't speak for every situation, but they helped me out in a time of need and I've recommended my friends to them based on their no BS methods. I can't say that I'll run to them the next time that I need a loan if they can't offer me a lower interest rate, but if they can, they have my business for sure.

Susan Greenhalgh is wonderful! She got me motivated and helped me find ways to save money. I even…read moreopened a savings account for the first time since high school! Highly recommended!

From the owner: Guiding clients in strategies for achieving financial goals. Three packages are available in…read moreaddition to hourly coaching. My focus is on educating and encouraging clients to understand their financial position and make improvements to live their best lives - fully funded!

They answer all of my questions and keep me on track. They help me with my work benefits and…read moreallocate my 401k in the best funds. Easy to get to off I-195 or 95. The office is in between the Hot Club and Trader Joe's near the marina. . Great technology. If you want to get stuff done this is the place for you.

From the owner: Full RIA - Registered Investment Advisor. Registered Investment Advisor (RIA): Definition, Duties,…read moreand ... RIAs typically earn their income through management fees, calculated as a percentage of a client's assets under management by the RIA. Unlike broker-dealers, RIAs have a fiduciary duty to put the best interests of the client first. APMA as well. An Accredited Portfolio Management Advisor (APMA) is a finance professional specializing in creating, managing, and growing investment portfolios. APMA credential holders are recognized in the industry as top experts in asset allocation, investment analysis, risk analysis, and other facets of investment management.

Completely unhinged, intolerant customer service. Nasty operations team. I would give them less…read morethan zero after this fraud scandal of holding checks and money transfers up for weeks on end. This company will be dismantled and should be for their unprofessional approach to resolving conflicts and operational deficiencies. They have irritated very powerful and influential former clients. Best of luck!

They are disorganized and unprofessional with their on-boarding process. The girl can't keep track…read moreof her calendar and her commitments. DEFINITELY a pass! Red flag.

I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.