This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
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 |
My husband and I have worked with Mark and the team from Financial Independence for many years. They are incredibly knowledgable and have always given us superlative advice on our financial situation. Mark has made us feel we are part of a family that he truly cares about and will help whenever we need it. Our money has increased to the point that we have no worries about enjoying a comfortable retirement and being able to contribute to the lives of our children and grandchildren. One of the best highlights of working with F... read more
I've been working with Rick, Kevin and the team at Financial Independence for 8 years, and I highly recommend them. When my husband Keith passed away in 2018, Rick went above and beyond to help me navigate an incredibly difficult time. He helped me get all my financials squared away and even connected me with a lawyer to set up my will and trust - support that went far beyond what I expected from a financial advisor. What I appreciate most is how warm and professional they are. Kevin keeps me well-informed about what's happe... read more
My husband and I have been clients of Financial Independence since its inception, and we wholeheartedly recommend them. The entire staff is consistently professional, helpful, and always willing to go above and beyond to assist with our needs. From the moment you walk in, you’re welcomed into a relaxed environment by a friendly and attentive front office team. We currently work with Mark Lavallee and Kevin Pierro, whose knowledge and guidance have been instrumental in helping us grow our portfolio over the years. Thanks to t... read more
My wife and I became clients of Financial Independence soon after Rick started the business. The best review I can give is that we are retired and truly “living our best life” due to Rick and specifically Mark Lavallee’s guidance. If you’re looking for a stable way to grow your personal wealth, along with peace of mind in these tumultuous times, you would be hard pressed to find financial planners who care as much about their clients and their financial health than these guys. We could not be more pleased!
We have always had complete trust in the decisions made by the staff of Financial Independence. Thanks to them we are able to enjoy our retirement. We are so grateful to them for allowing us to do that.
Frequently asked questions about Financial Independence LLC
How is Financial Independence LLC rated?
Financial Independence LLC has a 4.9 star rating with 35 reviews.
When is Financial Independence LLC open?
Financial Independence LLC is open now. It will close at 6:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com