Delfino & Associates, CPAs

Based in North Kingstown, RI, Delfino & Associates CPAs has been a Bentley Wealth partner since 2006. The firm concentrates in Tax and Accounting services for individuals and small businesses. The majority of the firm’s clients are approaching retirement which the firm’s partners viewed as a need for consulting on Financial Planning and Wealth Management.

Bentley Wealth Advisor’s expertise and collaboration benefits the client-Partner relationship to ensure decisions involving tax and financial planning are working together.

“Through Bentley Wealth Advisors' assistance, we are able to arrange our clients' financial affairs in a tax-sensitive way that helps align their goals, supports their cash needs, and establishes a regular review process. In turn, our clients are becoming more comfortable with their finances”. Cites Thomas Grennan, CPA, Firm Principal

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