Philosophy We Strive For
Our Rhode Island family owned financial business has shown us not only that family businesses can work, but that John and Marsha are still happy to be working together. Our consistent energy gaining the trust of our clients has created a very valuable clientele that continues to refer new clients every day. John is a Certified Public Accountant with Master’s Degree in Taxation (from his alma mater then Bryant College now Bryant University) as well as being licensed with a Series 6 and 7, enabling him to offer insurance and various investment products such as IRAs, 401k, annuities, life insurance, long-term disability, etc. John and Marsha began their public office in 1997, originating from a small seasonal home tax business. After completing our fifteenth year, Nakowicz Financial Services has grown to employ staff throughout the year and become a full-service financial accounting firm.
Nakowicz Financial Services has shown increasing growth in recent years which has given us the ability and strength to offer even more to our clients. With our complete expertise, in the industries of financial planning, tax preparation, and retirement planning, we are able to offer our clients an individual path to wealth and financial happiness.
We are not only here to offer financial planning, outsource accounting, income tax preparation, investments, insurance, and other financial consulting. We are here to be your friend, with numerous newsletters and a friendly, inviting environment to make some of the hard decisions easier. Our newsletters discuss a myriad of topics, such as changes in tax laws, services and opportunities, and even many glimpses into the lives of Nakowicz Financial.