Moffitt & Associates, LLC

Tax preparation service in Coventry, RI (show on map)

4.6

★★★★★

11 reviews

Independent financial advisors offering personalized services for individuals and businesses in financial management, retirement planning, tax planning, estate planning, risk management, education funding, investment planning, and employee benefits.

Call (401) 828-0097

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About

Moffitt & Associates, LLC, established in August 2001, is an independent financial advisory firm serving individuals and businesses across a broad spectrum of financial management needs. Specializing in retirement planning, tax planning, estate planning, risk management, education funding, investment planning, and employee benefits, the firm offers personalized and customized services tailored to each client's unique goals.

Victor G. Moffitt, the firm's Investment Adviser Representative, holds securities registrations (Series 6, 7, 26, 63, and 66) and is licensed to provide insurance services in Rhode Island, Connecticut, Massachusetts, Virginia, Florida, Pennsylvania, South Carolina, and Delaware. The firm is a registered branch office of LPL Financial and provides services to residents of RI, CT, MA, VA, FL, PA, SC, and DE. For more information, clients can contact the office for a complimentary initial consultation or visit the website.

Independent advisors

Personalized and customized services

Comprehensive financial management

Specialized expertise in retirement, tax, estate, risk, education funding, investment, and employee benefits planning

Services

Retirement Planning

Assisting clients in managing employer-sponsored retirement plans and IRAs, determining retirement needs, and managing assets before and during retirement.

Employer-sponsored retirement plan management IRA management Retirement income planning