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Breakthrough Financial Services provides personalized consulting services to small business owners in Rhode Island, Massachusetts, and Connecticut, offering bookkeeping, accounting, training, and consultations to help them achieve their goals and thrive.
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Greenwich Bay Wealth Management focuses on providing personalized wealth management strategies to families, individuals, and businesses. Our experienced financial professionals work closely with clients to understand their unique financial circumstances and create customized plans to achieve their short and long-term objectives. With a commitment to building lasting relationships, we help clients anticipate and plan for the future, removing emotional barriers to achieving their goals. By providing advice for life, we empower our clients to feel relieved, confident, self-assured, and empowered about their wealth.
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