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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

Donna Sowa Allard

CFP®

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

Daniel R. Legault

CFP®

Financial Advisor

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

Financial Advisor serving Rhode Island and the surrounding communities.

Strategicpoint Investment Advisors

557 Main Street
East Greenwich, RI 02818
(800) 597-5974
(401) 273-1500

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

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

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

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

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

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

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

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

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 02903-2218
(401) 421-8900

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

Mary Clare O'Grady

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

14 Robinson Street
Newport, RI 02840

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

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

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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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

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 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

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

Daniel G. Corrigan

CPA/PFS, CFP®

President

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

Financial Advisor serving Rhode Island and the surrounding communities.

Corrigan Financial, Inc

747 Aquidneck Ave
Middletown, RI 02842
(401) 849-9313

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

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

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

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

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

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

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