Tricia Fiore CPA

Accountant in Westerly, RI (show on map)

5.0

★★★★★

3 reviews

Fiore Tax & Wealth Management provides comprehensive financial services including tax planning, investment management, insurance, and retirement planning.

Call (401) 596-1455

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About

Fiore Tax & Wealth Management, led by Tricia Fiore CPA, provides a full suite of financial services including tax planning, wealth management, investment advisory, insurance solutions, and retirement planning. The firm emphasizes personalized service, education, and long-term relationship building to help clients navigate complex financial landscapes and achieve their goals.

Personalized service

Comprehensive financial planning

Expertise in tax and wealth management

Insurance solutions tailored to client needs

Services

Investments

Offers a variety of investment options including bonds, common stock, debit card, educational IRA, brokerage accounts, traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, government securities, Treasury Notes, and variable annuities.

Bonds Common Stock Debit Card Educational IRA Brokerage Accounts Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuities

Financial Planning

Provides comprehensive financial planning services including retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, and money management.

Retirement Plans Tax Plans 401k Planning 403b Planning College Plans Estate Plans Money Management Money Purchasing Plans Profit Sharing Plans

Insurance

Offers a range of insurance products including disability income insurance, life insurance, long-term care insurance, individual health insurance, and group health insurance.

Disability Income Insurance Life Insurance Long Term Care Insurance Individual Health Insurance Group Health Insurance