Stuart Latessa

Financial planner in East Greenwich, Rhode Island, business consultant in rhode island, Stuart Latessa

Stuart Latessa is a seasoned financial planner and business consultant based in East Greenwich, Rhode Island. With a wealth of experience in guiding individuals and businesses through financial decisions and strategies, Stuart is well-regarded for his personalized approach and deep understanding of the financial landscape. Whether you are seeking advice on personal financial planning or require comprehensive business consultancy services, Stuart offers tailored solutions to meet your specific needs. His commitment to client success and financial acumen makes him a trusted advisor in the Rhode Island area.

Services Offered

• Personal Financial Planning
• Investment Strategy Development
• Retirement Planning
• Business Financial Consulting
• Risk Management
• Tax Planning

Cost Range

The cost of services can vary based on the complexity and scope of the financial planning or consulting required. It is recommended to schedule an initial consultation with Stuart Latessa to discuss your needs and receive a detailed quote.

Local Tips

• East Greenwich is known for its charming Main Street, offering a variety of dining and shopping options if you're visiting for a consultation.
• Parking is generally available, but it's a good idea to arrive a bit early to secure a spot during peak hours.

FAQs

How do I schedule a consultation with Stuart Latessa?

You can contact Stuart directly via phone or email to set up an appointment. His contact information is available on his business website.

What should I bring to my first meeting with Stuart?

It is helpful to bring any relevant financial documents, such as tax returns, investment statements, and any specific questions or goals you have in mind.

Can Stuart assist with both personal and business financial planning?

Yes, Stuart offers services tailored to both individual and business financial needs, providing holistic advice and strategies.

Leave a Google Review

If you have worked with Stuart Latessa and would like to share your experience, leaving a review on Google can help others make informed decisions. Your feedback is valuable and appreciated.

Leave a Google Review for Stuart Latessa