Here at the Anchor Group of Companies, we are intensely focused on providing integrated solutions that empower and educate clients. Our five affiliated companies have the ability to seamlessly work together to create a one-of-a-kind solution that provides knowledge and value across one's entire financial picture.
Anchor works closely with individuals and businesses at identifying ways to assist in: Enhancing value, Maximizing earnings, Lowering expenses, and Minimizing tax exposure. Simply put, our goal is to help widen the gap between your income and your expenses. Imagine only having to call "My Advisor John" for all of your business or personal financial needs.
Anchor works closely with individuals and businesses at identifying ways to assist in: Enhancing value, Maximizing earnings, Lowering expenses, and Minimizing tax exposure. Simply put, our goal is to help widen the gap between your income and your expenses. Imagine only having to call "My Advisor John" for all of your business or personal financial needs.
Services
At Anchor Financial Group our focus is you, our client. We have developed a process that is designed to build a strong lasting relationship with our clients through sound guidance, careful preparation and an emphasis on educating and empowering our clients to reach their financial goals. Introduction: This is our initial visit to introduce you to Anchor Financial Group, our professionals, & our process.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
As a provider for your family, it's natural to feel the responsibility of protecting your family's financial future. You've worked hard to provide a quality life for your family. Regardless of where you are in life, no one wants to think about the worries that affect us all - but it's important to consider the effects that change can have when unexpected events occur.
Reviews (10)
D. Pxsh
Jan 27, 2022
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Joyce Dulude
Jan 22, 2022
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Anchor Financial was very good and attentive to my needs of securing a mortgage that fit my needs. They were always in touch and whenever I called, they always took the calls. I moved to RI from Ny after my husband passed away so I was pretty much doing this on my own and they made the whole thing painless as it could be! I would definitely recommend them!
Jennifer Z.
Jan 19, 2022
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First time Homebuyer!
Joe, Kenan, and the rest of the team at Anchor Financial are fantastic!!! They made what I thought would be a stressful process, COMPLETELY SMOOTH!!! Best Customer service, very responsive and patient. They made the whole process extremely comfortable. I would definitely recommend Anchor Financial, hands down!!! You’re in great hands!!
Joe, Kenan, and the rest of the team at Anchor Financial are fantastic!!! They made what I thought would be a stressful process, COMPLETELY SMOOTH!!! Best Customer service, very responsive and patient. They made the whole process extremely comfortable. I would definitely recommend Anchor Financial, hands down!!! You’re in great hands!!
Joseph Savastano
Jan 05, 2022
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Joe Baptista, Kenan Sasa and the whole crew at Anchor Financial Mortgage provided the best customer service I have EVER experienced in ANY industry.
The fact that they knew their stuff inside and out became an afterthought after two straight months of underpromising, overdelivering, answering on the first ring, making themselves available after hours, and following through promptly and effectively on every possible task or request. They say good help is hard to find, but Joe (the CEO) has clearly found it with all five of the employees I had the pleasure of interfacing with, including Joe himself
The fact that they knew their stuff inside and out became an afterthought after two straight months of underpromising, overdelivering, answering on the first ring, making themselves available after hours, and following through promptly and effectively on every possible task or request. They say good help is hard to find, but Joe (the CEO) has clearly found it with all five of the employees I had the pleasure of interfacing with, including Joe himself
Alexander Rivera
Aug 27, 2021
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Me and my family just bought our first home and thanks to the team at Anchor Financial, the process was super easy. We are grateful to have had such caring, responsive, and all around great mortgage lenders! If we were able to give them 10/10 stars, we would. I could not have imagined a better experience, and I would recommend Anchor Financial to everyone, especially first home buyers!
Jah Bless
Aug 24, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Joe and team were excellent from the beginning of the process to the end. I was highly impressed with their customer service. If you're looking to buy a home & in need of a professional, knowledgeable mortgage company with excellent customer service, look no further.
Joe and team were excellent from the beginning of the process to the end. I was highly impressed with their customer service. If you're looking to buy a home & in need of a professional, knowledgeable mortgage company with excellent customer service, look no further.
Allyson Girouard
Jul 31, 2021
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When we were looking for a mortgage broker to help us navigate the home buying process, we chose Anchor Financial because of their excellent customer service (quick responses and easily available to talk and answer questions), their excellent rating with the BBB, and because they were top rated on the RI Housing website as a brokerage company. The Dream team (they make dreams come true!) at Anchor Financial helped us prepare our loan application and made the process so much easier than I anticipated. When it did become stressful, the team assured us that we were not in this process alone, and that
Anu Shende
Jul 23, 2021
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Giacomo Marchese
Jul 16, 2021
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Anchor Financial was very willing to work with us on a personal level. In my previous experience with mortgage lenders, there were too many degrees of separation between the customer and the loan agency's associates. As a self employed individual, it was critical to have our professionals communicating directly with the whole team at Anchor. Thanks to their personal touch and willingness to offer a thorough process, we were able to close our deal seamlessly and without much pain. I highly recommend their services and trust that no matter what your scenario is, that they'll look to find a way to
Nicole Venturini
Apr 15, 2021
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Joe and his team were awesome! As a fist-time home buyer, I had so many questions and they were very patient. They explained things in detail and made sure I was comfortable throughout the whole process. I am truly thankful that I chose to reach out to Anchor because they helped change my life. Joe and his team are awesome, and I would recommend them to anyone looking to buy a house!
