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    Northeast Investment Group

    5.0 (2 reviews)
    Open 8:30 am - 4:30 pm

    Services - Northeast Investment Group

    Investment management

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    Otrando & Porcaro Associates - Otrando Porcaro & Associates LLC logo

    Otrando & Porcaro Associates

    (1 review)

    We've used Ortrando, Porcaro & Assoc for a few years now and have been very satisfied with their…read morework. Thomas Maine has been our CPA. They were recommended to us by a lawyer my husband was working with on another issue. Initially, we had some problems to work through because a tax service had completely messed up our returns one year. Tom worked to get it all cleaned up. Our returns are filed promptly and there have never been any problems with them. We've found it easy to get a convenient appointment and now that they've moved, the parking issue should be much better! (the old location was horrible for parking!)

    From the owner: Otrando, Porcaro and Associates strives to be your trusted advisor in developing and reaching your…read morebusiness and personal goals. We are Certified Public Accountants with a wide range of knowledge and experience. Our staff of CPA's, and other professionals are dedicated to help our clients manage their business and personal financial affairs. Gregory A. Porcaro has been the principal in charge of all tax, business valuation, and business consulting services for Otrando, Porcaro & Associates, Ltd., a full-service accounting and consulting firm located in Warwick, RI since 1987. He has been serving as a professor of taxation in the Bryant University Graduate School's Master of Taxation Program since 1990. Greg was selected as one of the top 50 IRS Practioners in the country and was voted "Accountant Advocate of the Year" by the RI Small Business Administration...

    Universal Healthcare  Wealth Management

    Universal Healthcare Wealth Management

    (1 review)

    If I could rate a zero I would. Hate to bad mouth a business but this one is worthy of it…read more Financial services and advisory businesses are generally tough to deal with but UWM is at the top of the list of tough to deal with, or get a straight answer from, or get a truthful answer from. In my experience with this Cranston Financial Advisory company the principal advisor mislead me on the advisory fees and never gave a direct and clear answer when I questioned her on it. This is not sour grapes because of a poor performance in the market - that happens even with the best of them, but this company just placed my investments into a cookie cutter model and never actively managed or changed the investments to more suitable and appropriate holdings for my situation. The advisory fee charged was not the advisory fee we agreed up at the onset. I would not recommend using this company based on my poor experience even though I tried in vain to ask targeted and direct questions for the fees charged- the advisor was not truthful or forthright and charged me well over and above the fee we agreed upon. I put my trust and faith in this company and relied on what was told to me in our meetings and phone calls and was insulted and astonished that I was repeatedly lied to. Once the fees were taken from my accounts they were gone for good as the advisory would not discuss the issue with me and lost me as a client forever.

    Experience Your Wealth

    Experience Your Wealth

    (6 reviews)

    I couldn't be more pleased with my first financial advisor experience. Having a mountain of student…read moredebt from law school and a limited understanding of how to invest or save in a smart way, I felt frozen for years, being afraid of making mistakes when it came to allocating funds. This is how Jake helped me: - Applied a holistic approach in understanding what I wanted out of life and consequently for what purpose I want to make money. He then took the time to figure out how I am comfortable spending or saving or investing money so that he could tailor my financial strategy so that it resonated with me and I felt good about the whole experience. - Walked me through everything (I mean EVERYTHING) in a way so that I not only understood everything, but was able to apply the skills going forward. He used short instructional video clips (I'm visual), applied step-by-step approaches to everything I had to get done, and made sure I had all documents and information easily accessible in my files. - Really heard me and made sure ALL my questions were answered during each session. Aside from being competent at his job, Jake is a really personable, positive, and nice to work with. He really knows his stuff and it is obvious he has passion for this type of work. For me, it was important that the person who helps me navigate my finances was competent and straightforward without passing judgment. I also wanted to feel more in control of my finances and hopeful about my future. Jake definitely hit those points for me. To say I feel elated is an understatement. I even feel smarter! I highly recommend Jake and would use him again should I need more guidance in the future.

    Jake helped me with a full evaluation of my personal finances and it was a great experience. He…read moregave me questions that helped me define my life goals, which helped define my financial goals. From there he was able to accurately depict where I was financially by using specialized tools and custom models. Jake went the extra step to make discrete actionable tasks for me to take on to reach my financial goals. I couldn't recommend him more!

    Northeast Investment Group - investing - Updated July 2026

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