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30 Holley Street, Wakefield, RI 02879

401-789-1040
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Joseph Matoney

Joseph P. Matoney CPA, Ph.D. Founder, Matoney Tax & Financial

Financial Advisor

401-789-1040

401-789-5262

joe@matoneyfinancial.com

Joe has provided tax and financial advice since the late 1970s and founded Matoney Tax & Financial to deliver integrated, tax-aware planning. A CPA since 1976 and holder of a PhD in accounting from Penn State University, he is licensed...
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Daniel Matoney

Daniel Matoney

Financial Advisor

401-789-1040

401-789-5262

dan@matoneyfinancial.com

Dan Matoney has been helping clients with financial planning and tax advice for over 20 years. He holds Series 7, 6, 63, and 65 licenses, completed the Certificate in Financial Planning program at Bryant University...

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Christian O'Neill

Christian O'Neill

Tax Accountant

(401) 789-1040

(401) 789-5262

chris@matoneyfinancial.com

Chris has over 15 years of experience in tax and financial services, working in law offices, CPA firms, and banks. Chris has a high level of knowledge and the skills to serve you in all of your tax needs. Chris' professional...

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