Great people, always there for you, been with them a long long time never once regrated having them…read moremanage our growth and retirement accounts.

My husband and I met with Jeff this week. From the minute we walked in the door until we left, Jeff…read moreand his associates made us feel so welcome. We have worked with other financial planners in the past, Jeff is in a league of his own. We walked out of this meeting learning many things we did not know before, but certainly should have. I wish we had made this appointment many years ago. Jeff made us both feel so comfortable talking with him. We are grateful that we had the opportunity to sit down with Jeff and look forward to our next meeting. If you are looking for a financial planner and not sure where to turn, this would be my first phone call. Thank you Jeff! Rebecca & Manny Porto

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...

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.

Professional. Smart. Down to earth. Trustworthy. I could not recommend Anthony and his office…read moreany more highly. After decades of settling, I finally feel as if my business and personal accounts are in hands I can trust.

When i grew my small business into the next level up I needed a great accountant to help with the…read moreprocess. Anthony and other CPA (Mora G.) have been awesome to meet with, helped me set up Quickbooks and payroll as well as answer random questions that come up.

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!

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!

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!

I don't even think this is a real company, it all seems like a scam to me because I multiple phone…read morecalls from them every day, each time asking for a different person. If I could give them a negative star I would because this company is horrible at customer service. I have begged them to take me off their caller list and told them they have the wrong number at least 15 times and still this is of no help. I figured I would just block their number and that would solve my problems, but no, they call me from different phone numbers. I have throated to file harassment charges against them, tried to speak with a manager and nothing works. If they were truly a repeatable company then they would be able to keep track of who they are calling. This company is a joke, don't conduct business with them.

Nothing but a scam. Avoid at all costs. Don't trust a word they tell youread more

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!

We believe financial well-being and personal well-being are two sides of the same coin and there is…read moreno point in having one without the other. And achieving financial independence is the direct result of balancing your goals and dreams with your financial resources. The financial complexities of today's world are daunting - preparing for retirement, investing your money, minimizing your tax bite, making sure you don't outlive your assets, paying for college, protecting your estate and those you love, and the list goes on. How to tackle these issues while still going about your daily lives can be overwhelming. Quite often, the problem is not knowing where to turn for sound and objective, professional advice - advice that will ideally provide peace of mind, financial security, and confidence while minimizing anxiety and uncertainty.