Financial Consultants near Providence

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“If you're in need of a financial planner advisor look no further!! Euclid is the company to go to. They're very knowledgeable, thorough and listen to what you want and implements it.Explains everything in a way that's easy to understand. My husband and I are extremely happy with Euclid's services. . We can't say enough good things about them. We will recommend Euclid Financial.Ps.. it's nice to know don't have to have a lot of money to visit a financial planner/advisor. Everyone should visit a financial planner at least once, let it be Euclid .. you won't be disappointed.“

“Very thorough and patient in reviewing our options and making sure that the product is the best fit for our situation. Was a pleasure to meet and work with Tom and his staff. The only 1 star review is totally bizarre and should be removed / ignored. We enjoyed a delicious steak dinner at The Trap. Thank-you.“

“I can't recommend Amanda and her office highly enough. I have been working with her for four years, and her sage advice and wisdom helped me right my financial ship post-divorce. She provides excellent advice about retirement funds as well as general financial planning, paying down debt, getting better life insurance, etc. She is very knowledgeable and practical, and excels at explaining financial issues clearly and patiently. She is honest, warm, and genuine. I have never walked away feeling unheard, confused or patronized. She has been an integral and trusted member of my professional services team. If I could give more stars, I would. Excellent financial advisor.“

“Nakowicz Financial has been taking care of my tax and financial needs for years and I couldn’t be happier with their services. Mike is honest, thorough, and relatable with his process's and I have always felt well educated with the decisions made for my family’s finances. I have recommended family and friends to visit and they have all had great experiences as well.“

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