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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

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

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

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

David M. Urso

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

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

LPL Financial

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

Mary Clare O'Grady

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

14 Robinson Street
Newport, RI 02840

Robert L. Duff

CFP®

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.

Ameriprise Financial Services, Inc.

117 Metro Center Blvd, Suite 2004
Warwick, RI 02886
(401) 681-4612

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

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

Kevin R. Worthley

CFP®, CDFA™

Executive VP and Principal

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

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

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

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

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

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

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

Cheryl A. Dugas Ethier

CFP®,CDFA™ , CPA/PFS

Senior Client Relationship Manager

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

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

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
(401) 331-1575

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

Arthur E Rozzero

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

Merrill Lynch

One Citizens Plaza, Ste 1000
Providence, RI 02903-1330
(401) 863-8637

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

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

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

Donna Sowa Allard

CFP®, AIF(R)

Specialties: Investment Management, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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

Sowa Financial Group, Inc

14 Breakneck Hill Rd, Ste 202
Lincoln, RI 02865
(401) 434-8090

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
CONNECT WITH Eugene
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Jason Siperstein

CFP®, CFA

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

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

Eliot Rose Wealth Management

1000 Chapel View Blvd, Ste 240
Cranston, RI 02920
(401) 588-5122
CONNECT WITH Jason
  • twitter link
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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

Michael A. Langlois

MBA, RFP, CFP®

President

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

Financial Advisor serving Rhode Island and the surrounding communities.

Strategic Financial Group

55 Bald Hill Rd
Cranston, RI 02920
(401) 463-3150

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

Gregory M. Young

CFP®, ChFC®, CLTC

Principal

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

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

Ahead Full Wealth Management

1130 Ten Rod Road, Suite D303A
North Kingstown, RI 02852
(401) 584-0313
CONNECT WITH Gregory
  • facebook link
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  • linkedin link

George F. Reilly

CFP®

Principal Planner

Specialties: Attending College, Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403...More

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

Safe Harbor Financial Advisors, LLC

21 King Charles Drive
Portsmouth, RI 02871

Safe Harbor Financial Advisors, LLC

300 Ellicott Street
Occoquan, VA 22125