Oceanstate Financial Services - Warwick, Rhode Island

Address: 301 Metro Center Blvd Suite 205, Warwick, RI 02886.
Phone: 4019430380.
Website: kashmanianfinancialadvisors.com
Specialties: Financial planner, Financial advisor, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Oceanstate Financial Services

Oceanstate Financial Services 301 Metro Center Blvd Suite 205, Warwick, RI 02886

☎️4019430380

⏰ Open Hours of Oceanstate Financial Services

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: 8 AM–6 PM
Friday: 8 AM–6 PM
Saturday: Closed
Sunday: Closed

Oceanstate Financial Services

Oceanstate Financial Services, located at 301 Metro Center Blvd Suite 205, Warwick, RI 02886, is a reputable financial firm that has been serving clients for many years. They offer a range of financial services, including financial planning, investment advice, and more. With their experienced team and personalized approach, they have earned a strong reputation for helping clients achieve their financial goals.

About Oceanstate Financial Services

Address: 301 Metro Center Blvd Suite 205, Warwick, RI 02886.
Phone: 4019430380.
Website: kashmanianfinancialadvisors.com.

Specialties

Financial planner
Financial advisor
Investment service

Other Points of Interest

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Appointments recommended

Opinions

This company has 15 reviews on Google My Business with an average rating of 5/5.

Many clients have praised Oceanstate Financial Services for their personalized approach and commitment to their clients' best interests. They have been described as knowledgeable, engaging, and highly responsive to clients' needs. The transition to a new advisor was seamless, and clients appreciate the informative and productive nature of their yearly meetings.

One client mentioned, "We've used Ocean State Financial for almost 20 years and really appreciate their personalized touch. In transitioning to a new advisor it went flawlessly and our yearly meetings are always informative and productive. I always refer friends and family here because I trust that John has our best interests in mind for the future"

Another client highlighted the advisor's ability to tailor financial planning to their lifestyle, stating, "John is the best - he is very engaging, practical and knowledgeable. He seamless tailors and adjusts financial planning to my lifestyle. Additionally, he's very receptive and responsive when I have questions about the market etc. I highly recommend"

In conclusion, Oceanstate Financial Services is a highly regarded financial firm that offers personalized and comprehensive financial planning services. With their experienced team, commitment to client satisfaction, and strong reputation, they are an excellent choice for individuals seeking expert financial advice and guidance.

👍 Reviews of Oceanstate Financial Services

Oceanstate Financial Services - Warwick, Rhode Island

Kate L.

5/5

We’ve used Ocean State Financial for almost 20 years and really appreciate their personalized touch. In transitioning to a new advisor it went flawlessly and our yearly meetings are always informative and productive. I always refer friends and family here because I trust that John has our best interests in mind for the future!

Mary F.

5/5

John is the best - he is very engaging, practical and knowledgable. He seamless tailors and adjusts financial planning to my lifestyle. Additionally, he's very receptive and responsive when I have questions about the market etc. I highly recommend!

Kris A.

5/5

I have had an extremely positive experience with this company. Their attention to detail is excellent. Every interaction with them has taught me something about how to properly think about my financial health.

Not only did they give me advice on how to grow my money, they also found ways for me to save money on day one.

I highly recommend this company.

Lorie T. S.

5/5

John Kashmanian is always professional and genuinely cares about his clients. I'm updating my review as my husband and I so enjoy working with John! Never once have we felt pressure to purchase a product. John listens carefully to what we are trying to accomplish, discusses our options, and then helps us implement our decision. We love his plain English, down-to-earth, no nonsense approach to talking about finances!

Rich S.

5/5

John and the Oceanstate company team are the people to work with for your future. They are there for your best interest and work with you as a team for your life goals!

Chris L.

5/5

John and Gretchen really calmed our fears after a major disaster. With their guidance, I think we'll be back on track soon.

Gloria G.

5/5

John Kashmanian is the man! His knowledge, energy and genuine care sold us on working with him to plan our future the right way. He goes into every single detail to make sure we leave nothing to chance. He is realistic and has a no nonsense approach to financial planning - from presenting the truth, to presenting solutions. He gave us different "what if" scenarios, and he made us understand what needed to happen in order to live the life we want in our golden years. We're already telling our friends about him! Everyone should have John Kash on their team! We're so excited to see our wealth planning in great hands!

Dan T.

5/5

John is my "Go To" Financial advisor. I use John personally, I have sent family members to John, and I send my clients to John. I am a Tax Manager at a local accounting firm and I do not hesitate to send anyone seeking a financial advisor over to John. He is knowledgeable, responsive, and easy to work with. The rate of return on my portfolio has never been higher! If you are in need of a financial advisor you have to go with John!