Using a holistic, client-centric business model, we have encountered many wonderfully competent professionals allowing us to develop a rich referral source for our clients. During our discovery and fact finding process, we will seek your permission to speak to your Attorney, Accountant, or any other party you designate as integral to your financial future. We share a culture of respect, integrity and client service as we work in concert to unify the various elements that contribute to the success of our clients' financial planning and overall well being.
Please review the directory below for more information:
Bookkeeping, Payroll, & Tax Preparation services for
individuals & small business.
Contact Mark Tremblay at:
35 Bowker Terrace
Somerset, MA 02726
Phone: 508-675-7557, Ext. 104
LeBLANC & NEWELL, LLC
Providing clients in Providence and Kent Counties a wide variety
of accounting & tax services.
Please Contact Robert LeBlanc or Roberta Newell at:
260 West Exchange Street, Suite 103
Providence, RI 02903
1050 Main Street, Suite 6
East Greenwich, RI 02818
REAL ESTATE SERVICES
BILL PIVA, JR., Sales Associate
Sales Associate with Lila Delman Real Estate International
Contact Bill Piva at:
19 Narragansett Avenue
Jamestown, RI 02835
Email: [email protected]
KEITH DULUDE, Mortgage Planner
Going above and beyond to service your mortgage needs.
Please contact Keith at:
400 Reservoir Avenue
Providence, RI 02907
SIMON THEBERGE, Senior Loan Officer
Servicing clients in multiple states with primary location in
Plymouth, MA, we specialize in home loans.
GENE M. CARLINO, Esq.
Advising & advocating for clients on matters in Taxation,
Estate Planning, and Elder Law.
Please contact Pannone Lopes Devereaux & O'Gara, LLC at:
1301 Atwood Avenue, Suite 215 N
Johnston, RI 02919
Fax : 401-824-5123
LAW OFFICE OF NINA S. WHITE WILLEVER
Please contact Nina at:
355 North Main Street
Fall River, Ma 02720
Fax : 508-677-4682
ATTORNEY CYNTHIA M. FURTADO SHAW
Offering a full range of legal services including Wills, Powers of Attorney,
Trusts, Family Services and more.
You can reach Cynthia at:
39 Foster Street
New Bedford, MA 02740
BORNER, ALEMAN & DAVIS, LLC.
Providing high quality legal services at affordable rates, serving
individual and business needs for over 25 years.
Please visit our practice at:
155 Providence Street
Putnam, CT 06260
SLEPKOW & SLEPKOW ASSOCIATES, Inc.
Please contact Bruce H. Cox at:
1481 Wampanoag Trail
East Providence, RI 02915
MOONAN, STRATTON, WALDMAN, LLP
A client-centered law practice committed to providing sophisticated estate planning and business legal services with a focus on professional excellence, creative solutions and client satisfaction.
Please contact Kristen Prull Moonan, Esq. at:
4 Richmond Square, Suite 150
Providence, RI 02906
Email : [email protected]
HEALTH AND FITNESS
OSF - OCEAN STATE FIT
FITNESS * MOBILITY * NUTRITION
John Miller is a Certified Strength & Conditioning Specialist,
Personal Trainer, and Precision Nutrition Coach.
John welcomes your call at:
500 Mendon Road (Building 2-2A)
Cumberland, RI 02864
SUSAN PASQUAL, MSN, RN, CNSc
Susan is a Certified TLS Weight Loss Coach & Trainer, offering
online, group, and one on one programs anywhere in the Country!
She specializes in health, weight loss and fitness goals via science
based, real life programs and support.
"Those who do not have time for healthy eating now will
have to make time for disease later."
The services provided by the entities listed above are not affiliated with or endorsed by WealthCare Investment Partners, nor are the entities affiliated with WealthCare Investment Partners. Clients are not obligated to utilize these providers and should direct all questions regarding fees and services to said providers directly.