Best Financial Advisors in Cranston
We did the research for you!
Learn more 〉- Licensing
- User Reviews
- Mystery Shopping Calls
Financial Advisors FAQs
Learn more 〉
1000 Chapel View Boulevard Suite 210, Cranston, RI 02920
Cranston, RI 02920
Cranston, RI 02920
Integrated Financial Partners is a financial services firm serving clients in Cranston. It helps clients in handling their finances including income and expenses, investments, and income taxes. The firm also has trademarked approaches like The Lifetime Income Model for retirement planning and The Plan for Financial Comfort for life changes. Ann Swartz, the firm's COO, started her career in the financial industry in 1988. She is the past president of the Rhode Island Society of Financial Service Professionals.
1000 Chapel View Boulevard Suite 210, Cranston, RI 02920
Cranston, RI 02920
Frequently Asked Questions:
Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).