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 can't believe no one reviewed this yet?! I love this shopping center, newer, organized, and…read moreclean. Located in Cranston across the street from garden city, this shopping center has it all- one stop shopping. It houses specialty shops, health offices (eye, plastic surgery etc.) fitness, massage, beauty, and restaurants. They also house a few end stores such as Shaws- (it's a monster and has lots of prepared foods) staples and TJ maxx. It is also home to one of the nicer restaurants in RI Chapel Grille. I just recently started to come here due to my workout class and just love the plaza. It has plenty of parking even on a busy day. During the winter, the parking lots are nicely maintained, and during the summer they take beautiful care in the landscaping. For me- Small details like pretty flowers actually earn brownie points. Finally, the location of the shopping plaza is directly off the exit to the highway- easy on and off ramp to get to the major highways of 295 and 95, perfect for someone like me who doesn't live in Cranston.

Great restaurant! Excellent food, great ambiance, outstanding service and the waiter Jason Totten…read moreis terrific!

Taxes in Retirement 567 was a free class I attended that they led. Great overall education about…read moreTaxes (obviously), Roth conversions, taxing on social security and investments, and a list of other things. Robert's teaching style is direct, quick and easy to understand. Only improvement would be to add some humor and sarcasm. After the seminar attendants can book a one hour followup to discuss their specific situation. I attended the follow-up with my husband. Met with Robert tax specialist and Luis financial specialist, and it was great. They asked for income/tax/retirement materials in advance, had each reviewed and discussed them before we met. They had recommendations and insights, were able to address all our specific questions and concerns and had specific recommendations about them. They didn't try to sell us anything and were the first financial guys who didn't push their opinions on us. Because of this I wanted to give back by providing this honest review. I highly recommend the seminar because it is a great baseline of knowledge. I more highly recommend going to Robert to get a complete review of your personal situation, their evaluation and recommendations. Their knowledge is complete, which is true of so many companies. Besides their knowledge, they are good guys. Smart, efficient, patient and great teachers. So thank you.

Associated with the New Northeast investment Group in Burlington Massachusetts under the guidance…read moreof Jason Ruel who had been extremely attentive to my personal and future goals and needs. This new association with the Burlington group should prove fruitful under Jason's watchful eye! I plan to completely monitor my new venture into making my portfolio work for me! Much thanks to this new Burlington Office!

I have been with Denise LaVoie since 1995. She is an excellent CPA and after 22 yrs of great…read moreservice, I could never go anywhere else! This firm is A+ ALL the way around, professional, sharp and savy and very reasonable!

Highly recommended accounting firm, especially for the self employed, home and small business…read morepeople and those who earn their living in the creative arts. Ask for Richard Streitfeld, CPA when you call for a consultation.

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.