Randall Financial Group

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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(401) 228-0100Visit WebsiteMap & Directions1 Davol Sq Ste 101Providence, RI 02903 Write a Review

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Neighborhood: Upper South Providence
AKA: Tutt Oliver
Other Link: http://www.rfinancialgroup.com
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Stock & Bond Brokers, Taxes-Consultants & Representatives

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Phone: (401) 228-0100

Address: 1 Davol Sq Ste 101, Providence, RI 02903

Website: http://www.rfinancialgroup.com

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Randall Financial Group

Tax Planning
We will prepare your return or work in conjunction with your tax professional to ensure you take maximum advantage of the tax code.

Investment Management
Randall Financial Group’s Investment Management Services provide for the effective management of client assets such as IRA’s, 401k’s, and Trusts as well as joint and individual accounts. These services include...
Mutual Funds
Traditional retail investor’s focus far too heavily on mutual funds and stock picks as the keys to successful investing.
Bonds

Accounting Services

Financial Planning
At Randall Financial Group, our primary role is to act as investment advisors and counselors to our clients. In addition, many of our clients desire more comprehensive financial planning services. For that reason, our financial services are segmented into two levels: With each level of service, we have chosen Fidelity Investments to be our custodian.
Annuities
Only if you want us to. We know that there is a significant debate in the financial advisor community of the merits of commissions versus fees. While we firmly believe that operating on a fee basis is the best method for both advisor and client, there are certain circumstances where this may not be practical. The best example is in the case of life insurance and fixed rate annuities.
Asset Management
Ongoing asset allocation monitoring and rebalancing. Portfolio optimization is not a static process. We continually evaluate your portfolio to ensure your combination of investments is optimal in meeting your goals. We handle any rebalancing required to maintain your allocations over time
College Funding
The Money Pro$ Randall Financial Group is a proud sponsor of The Money Pro$, a TV show on personal finance airing every Sunday at 11:30am on WPRI FOX Providence. Our own Oliver Tutt hosts the show, where each week, expert local guests talk about your money, how to make it, how to keep it, and how to help it grow. Pros with expertise in taxes, estate planning, investments, college planning, mortgages, real estate, and insurance come together to answer the questions you have and bring you the latest information you need to know.

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