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Financial Independence LLC
- Financial Advising
- Warwick, RI
About this business
Location details
931 Jefferson Blvd #2005, Ste 2000, Warwick, RI, 02886, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
About nine years ago, I found myself in a position where I was being phased out of my job – a situation that left me worried about the security of my pension and my 403B retirement fund. Thankfully, I relied on the counsel of friends who advised me to seek help with Financial Independence – an institution that had taken such good care of them. Since 2017, I have been in the reliable and credible financial care of Mark Lavallee and Kevin Pierro. They were instrumental in navigating the transfer of my retirement funds as well ... read more
I have been with Financial Independence since 2019. They have done an outstanding job managing my portfolio. Over the years, we have had discussions concerning where my best position should be. My advisor Kevin, has done a great job advising me and look forward to continued success.
My wife and I made the switch to Financial Independence a few years ago, and have never felt more at peace with our retirement, kids college funds, and overall financial planning. Kevin in particular has been awesome to work with, and I stongly recommend him and Financial Independence to friends and family on a regular basis. I really can't say enough good things about these folks!
My wife and I have been clients of Financial Independence for at least 15 years. Firstly, they are wonderful people to work with, while they are friendly and a pleasure to work with, they work very hard and have spent countless hours not only, advising us, but explaining their advice as well. Of course, the most important aspect of their work is the performance of our accounts which I am happy to say, have consistently performed well beyond not only our expectations, but significantly better than the performance of the marke... read more
Frequently asked questions about Financial Independence LLC
How is Financial Independence LLC rated?
Financial Independence LLC has a 4.8 star rating with 8 reviews.
When is Financial Independence LLC open?
Financial Independence LLC is closed now. It will open on Monday at 9:00 a.m.
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