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Mary Clare O'Grady

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

14 Robinson Street
Newport, RI 02840

Jason E. Archambault

CFP®, CPA/PFS

Managing Member

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden Street, Suite 200
Providence, RI 02908
(401) 331-1575

Danny P. DeHoney

CFP®,ChFC®,CLU®

Financial Advisor

Specialties: Comprehensive Financial Planning, Asset Allocation, Mutual Funds, Retirement, Stocks & Bonds

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Ameriprise Financial Services, Inc.

1000 Chapel View Blvd, Ste 250
Cranston, RI 02920
(877) 277-0453
(401) 824-2530

Oliver R. Tutt

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Randall Financial Group LLC

260 West Exchange St, Ste 107
Providence, RI 02903
(401) 228-0100

Mark A. Lavallee

CFP®

Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Financial Independence

931 Jefferson Blvd, Ste 2005
Warwick, RI 02886
(401) 681-4825

Jenny Birgitta Andersson

CFP®

Vice President - Wealth Management

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

UBS Financial Services, Inc.

500 Exchange Street, Ste 1210
Providence, RI 02903-2631
(800) 333-6303 ext6738
(401) 455-6738

Robert N. Auclair

CFP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Balanced Wealth Management

378 Main St, Ste 105
East Greenwich, RI 02818
(401) 398-2000

Joseph A. Medeiros

CFP®, CLU, ChFC, AIF

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Rhode Island and the surrounding communities.

Medeiros Financial Services, Inc

2348 Post Rd, OFC
Warwick, RI 02886-2258
(888) 317-1453
(401) 921-0620

Ronda L. Warrener

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Edward Jones

171 Main Street
Wakefield, RI 02879
(888) 531-7502
(401) 782-1222

Daniel R. Legault

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

AdvicePeriod

655 Main Street, Suite 212
East Greenwich, RI 02818
(401) 234-0528

Kevin R. Worthley

CFP®, CDFA™

Vice-President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Rhode Island and the surrounding communities.

Wealth Management Resources, Inc.

501 Great Rd, Ste 201
North Smithfield, RI 02896
(401) 356-1400 x116

Michael T. Ryan

CFP®; Ph.d

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Rhode Island and the surrounding communities.

Professional Planning Group

9 Granite St
Westerly, RI 02891-2207
(401) 596-2800

Jeffrey W. Loring

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Rhode Island and the surrounding communities.

Loring Advisory Group

600 Putnam Pike, Ste 4
Greenville, RI 02828
(800) 299-7500
(401) 949-4196

Richard J. Petrucci, Jr.

J.D., CPA, CFP®

Advanced Markets Director

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Financial Advisor serving Rhode Island and the surrounding communities.

Baystate Financial

501 Wampanog Trl, Suite 200
East Providence, RI 02915
(401) 432-8855

Joseph H. McGinn, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Brown, Lisle/Cummings, Inc.

One Turks Head Plaza, Ste 800
Providence, RI 02903
(401) 421-8900

Paul J. Di Palma

CFP®, MS, ChFC, CLU

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Chapel View Private Wealth Group, Ameriprise Financial Services, Inc

1000 Chapel View Blvd, Suite 250
Cranston, RI 02920
(401) 946-9905 x114

Betsey A. Purinton

CFP®

Managing Director and CIO

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Rhode Island and the surrounding communities.

StrategicPoint Investment Advisors

294 West Exchange St
Providence, RI 02903
(401) 273-1500

Paul J. Maloney

CFP®, CPA

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

Providence College Dept of Finance

One Cunningham Square
Providence, RI 02918
(401) 865-2658

Anthony V. Ricci

CFP®, CPA

Owner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Financial Advisor serving Rhode Island and the surrounding communities.

Trusted Advisors

100 Metro Center Blvd
Warwick, RI 02886-1740
(401) 942-6900

Eugene G. Lonergan

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Ameriprise Financial Services, Inc.

One Citizens Plaza, Ste 610
Providence, RI 02903
(401) 824-2529
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Maureen J. Poplaski

RICP®, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Lighthouse Financial Management, LLC

85 Beach St, Bldg D
Westerly, RI 02891
(401) 318-2739

Jeffrey H. Massey

CFP®

Membership

Specialties: Annuities, Estate Planning, Insurance, Retirement, Long-term Care

Financial Advisor serving Rhode Island and the surrounding communities.

Massey & Associates, Inc.

650 George Washington Hwy
Lincoln, RI 02865
(401) 333-8000

Peter J. Alofsin

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Capital Wealth Management, Inc.

1300 Division Rd, Ste 203
West Warwick, RI 02893
(401) 885-1060 x108

Richard W. Jarbeau

CFP®

First Vice President- Wealth Management

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

26 Ledge Rd
Bristol, RI 02809
(401) 396-9696

David M. Urso

CFP®

Specialties: Attending College, Budget & Debt Management, Insurance, Retirement, Stocks & Bonds, Long...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

LPL Financial

75 Granite St
Westerly, RI 02891
(401) 596-0234

Karen J. Bacon

MBA, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Diversified Resources, LLC

70 Jefferson Blvd
Warwick, RI 02888
(800) 968-9753
(401) 941-1500

David J. Matarese

CPA/PFS, CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Corrigan Financial, Inc.

747 Aquidneck Ave
Middletown, RI 02842
(401) 486-6781

Robert J. Sclama, Sr.

CPA, CFP®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate...More

Financial Advisor serving Rhode Island and the surrounding communities.

Robert J. Sclama, CPA, CFP

1845 Smith St, Ste 1
North Providence, RI 02911
(401) 232-1040

Clifford J. Deck

CPA,CFP®,PFS

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Rhode Island and the surrounding communities.

63 Sockanosset Cross Rd, Ste 2C
Cranston, RI 02920-5557
(401) 781-1040

Philip Overton

CLU, ChFC, CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Prudential Financial Planning Services

53 High St, Ste 31
Westerly, RI 02891
(800) 542-7117
(401) 596-8297