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Home > Financial Planner Directory > Rhode Island > Warwick > Harold E. Briggs, Jr., CFP®, CPA/PFS
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Harold E. Briggs, Jr., CFP®, CPA/PFS

Bentley Wealth Advisors

117 Metro Center Blvd
Suite 3000
Warwick, RI 02886
Phone: (401) 921-2002 x2021
Fax: (401) 921-2010

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.