Dowd & Associates, Inc. Tax and Wealth Management

Building a better future by helping you make tough choices.

  • Business Profile

Business Overview

Why Dowd & Associates? Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families.
  • East Greenwich, RI
  • Member since Jul 2022