Eugene G. Lonergan,  CFP<sup>&reg;</sup> - Financial Advisor

Eugene G. Lonergan, CFP®

Ameriprise Financial Services, Inc.

One Citizens Plaza, Ste 610
Providence, RI 02903
FINANCIAL ADVISOR'S WEBSITE
(401) 824-2529 CONNECT WITH Eugene
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General

Eugene Lonergan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Providence, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Retirement, Succession Planning

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Helpful Financial Planning Resources