Joshua Wells's Contact Details

Joshua Wells's Company Details

Euclid Financial Services LLC

East Providence, RI, US • 10 - 19 Employees
Financial Services

At Euclid Financial Services LLC, our mission is to provide the highest quality advice, service and education to our clients, their businesses and families. We pride ourselves in offering a continuum of service and comprehensive financial planning by experienced team oriented financial professionals. We provide our clients the benefit of working with over 65 different insurance companies and over 14,000 stocks, bonds and mutual funds. Specialties:Retirement & Estate Planning including Fund Allocation/Rebalancing, 401(k) Rollover/In-Service, Traditional/Roth IRA Planning, RMD Calculation/Solutions, Medicaid Income Planning, Estate Planning, Trust Funding Solutions and Pension Evaluations.Business Planning including Group Benefits, 401k/403b/457 Administration, SEP/Simple Planning, Buy/Sell Agreement PlanningPersonal Planning including Life Insurance, LTCi & Disability Insurance, Charitable Gifting Solutions, Cash Flow Planning