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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

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

Mary Clare O'Grady

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

14 Robinson Street
Newport, RI 02840

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

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

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

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
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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

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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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

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.

Clifford J Deck

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

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

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

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

Susan A. Dewsnap

CFP® CDFA™

Vice President, Relationship Manager

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

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

Rockland Trust

10 Memorial Blvd, Suite 904
Providence, RI 02903
(508) 732-3331

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

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

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

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

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

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

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

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

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

Harold E. Briggs, Jr.

CFP®, CPA/PFS

Director of Wealth Management

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

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

Briggs Advisory Group, Inc.

24 Albion Road, Suite 440
Lincoln, RI 02865
(401) 334-3400

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

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 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 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