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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
(401) 921-0620

Richard J. Petrucci, Jr.

J.D., CPA, CFP®

Director

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

Financial Advisor serving Rhode Island and the surrounding communities.

Marcum LLP

Piccerelli, Gilstein & Company, LLP, 144 Westminster Street
Providence, RI 02903
(401) 600-4614

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

107 CHannel View, Unit 2
Warwick, RI 02889
(401) 884-5300

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

116 High St, Ste 201B
Westerly, RI 02891-1891
(401) 596-0234

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

Chief Executive Officer

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 Partner 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
(800) 597-5974
(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

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

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.

250 Centerville Rd, bldg F1
Warwick, RI 02886-4353
(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

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.

Janney Montgomery Scott

One Turks Head Place, Suite 700
Providence, RI 02903
(401) 831-8202

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

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

Andrea K. McNamara

CFP®

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

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

The Washington Trust Company

10 Weybosset Street, Suite 200
Providence, RI 02903
401 654 4811

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

650 Ten Rod Rd, Suite G-02H
North Kingstown, RI 02852
(888) 531-7502
(401) 782-1222

Laura Gustafson

CFP®, CLU®, ChFC®

Secretary

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

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

1 Richmond Square, Unit 150E
Providence, RI 02906

Susan A. Dewsnap

CFP®

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

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

Jake Northrup

CFP®, CFA, CSLP®

Founder and Financial Planner

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

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

Experience Your Wealth, LLC

129 Hope Street, #2
Bristol, RI 02809-2089
(401) 227-7881
CONNECT WITH Jake
  • facebook link
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  • linkedin link

Maureen J. Poplaski

RICP®, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...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) 596-3392

Jason Siperstein

CFP®, CFA

President

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

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

Eliot Rose Wealth Management

1300 Division Rd, Suite 301
West Warwick, RI 02893
(401) 588-5101
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

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

Strategic Financial Group

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

Mackenzie Richards

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...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
CONNECT WITH Mackenzie
  • linkedin link

John Kashmanian

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

Oceanstate Financial

One Coastway Blvd, Suite 103
Warwick, RI 02886
(401) 943-0461

Patrick M. Randall

CFP®

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

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

23 A St
Cumberland, RI 02864-5401
(401) 227-3957
CONNECT WITH Patrick
  • facebook link
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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