BBB Accredited Business Profile

Financial Independence

Financial Independence

(401) 681-4825

Financial Independence

9 years in business
931 Jefferson Blvd Ste 2005
Warwick, RI 02886-2236
Fax Numbers
  • (401) 681-4837
Additional Email Addresses
  • info@fi-ri.com
BBB File Opened: 02/19/2016
Business Started: 04/06/2009
Business Incorporated: 04/06/2009 in RI
Type of Entity
Limited Liability Company (LLC)
Business Management
  • Mr. Steve Cronholm, Office Manager
  • Mr. Rick W Campbell, President
  • Mr. Mark Lavallee, Vice President
Business Category
  • Financial Planning Consultants
  • Retirement Planning Services
  • Financial Services
  • Investment Management
  • Social Security Services

Products & Services
financial planning, investment management, retirement planning, social security planning
Alternate Business Names
  • Financial Independence, LLC
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 
5
BBB accredited business

A+

Overview

Financial Independence, LLC is an independent Registered Investment Advisor focused on helping our clients balance their goals and dreams with their financial resources.  We adhere to four core values – integrity, passion, caring and balance – which define who we are and engender the trust which is the cornerstone of our client relationships. Our core services are investment management and holistic financial planning, including 401(k) reviews and rollovers and Social Security planning.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 8:30 AM-5:00 PM
T: 8:30 AM-5:00 PM
W: 8:30 AM-5:00 PM
Th: 8:30 AM-5:00 PM
F: 8:30 AM-5:00 PM
S: Closed
Su: Closed
H: Closed
Appointments may be scheduled outside of normal business hours.
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Financial Independence

Financial Independence

BBB ACCREDITATION SINCE 02/19/2016

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