Matoney Joe P CPA

Investments. Financial Services. Tax Planning.

Accountant in Wakefield, RI (show on map)

5.0

★★★★★

2 reviews

We prioritize helping you reach your financial goals through a tax-focused financial planning approach.

Call (401) 789-1040

Navigate to Visit website

About

Founded in 1983, Matoney Financial provides integrated, tax-aware financial planning services. With a focus on minimizing taxes, maximizing wealth, and increasing cash flow, the firm offers comprehensive solutions including retirement strategies, portfolio management, risk management, estate strategies, financial education, and specialized services for high-net-worth clients.

The team includes seasoned professionals with decades of experience, leveraging the Avantax platform to deliver tax-intelligent planning and personalized advice.

Tax-focused financial planning

Integration of Avantax platform for tax-smart solutions

Personalized education and wealth-building strategies

Services

Retirement Strategies

Helps clients plan for income sources in retirement, aligning strategies with personal financial objectives.

Income source prioritization Tax-smart retirement planning

Portfolio Management

Works with clients to explore investment portfolios considering goals, time horizon, and risk tolerance.

Goal-based portfolio construction Tax-efficient investment strategies

Risk Management

Helps clients identify risks to transfer to insurance and manage themselves.

Insurance needs analysis Risk mitigation strategies

Estate Strategies

Builds comprehensive estate strategies to protect clients' legacies with a focus on tax efficiency.

Legacy protection Tax-efficient estate planning

Financial Education

Expands clients' financial literacy through personalized education sessions.

Personalized learning Deep dive into financial concepts

HNW/UHNW Client Services

Offers sophisticated financial strategies for high-net-worth and ultra-high-net-worth individuals.

Customized wealth management Advanced tax planning

Credentials & Certifications

CPA

Since 1976

Ph.D. in Accounting

Since 1970s

Series 7, 6, 63, 65 licenses

Since 20xx

Certificate in Financial Planning

Since 20xx

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is the Avantax Advantage? +

The Avantax Advantage means clients get a local partner who understands their unique needs backed by a strong, established financial services firm, providing tax-intelligent planning and personalized services.

How does Matoney Financial approach retirement planning? +

Matoney Financial starts with the client's goals and works backwards, employing a 5-step tax-smart process to ensure the financial plan aligns with long-term objectives.

What services are available for high-net-worth clients? +

High-net-worth and ultra-high-net-worth clients receive tailored financial services, including sophisticated wealth management, advanced tax planning, and customized strategies to manage and grow their portfolios.