Financial Planners Narragansett RI
Local resource for financial planners in Narragansett. Includes detailed information on local businesses that provide access to financial planners, financial advisors, and other certified specialists, as well as advice and content on companies that offer financial consulting.
Stephen Poplaski
Lighthouse Financial Management, LLC
(401) 596-3392
85 Beach Street, Building D
Westerly, RI
Stephen Poplaski
Lighthouse Financial Management, LLC
(401) 596-3392
85 Beach Street, Building D
Westerly, RI 02891
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Divorce Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CPA/PFS, MBA, MSFP
Data Provided by:
Mr. James Blackerby, CFP®
401-789-1120
343 Main St
Wakefield, RI
Mr. James Blackerby, CFP®
401-789-1120
343 Main St
Wakefield, RI 02879
Firm
Ameriprise Financial Services,
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Michael Paolino, CFP®
(401)783-7548
35 South County Commons Way
Wakefield, RI
Mr. Michael Paolino, CFP®
(401)783-7548
35 South County Commons Way
Wakefield, RI 02879
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Thomas DeNicola Jr., CFP®
(401)792-4910
35 South County Commons Way
Wakefield, RI
Mr. Thomas DeNicola Jr., CFP®
(401)792-4910
35 South County Commons Way
Wakefield, RI 02879
Firm
Ameriprise Financial Services, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Ms. Maryanne Cunningham, CFP®
401-783-8647
18 Wayside Ct
Kingston, RI
Ms. Maryanne Cunningham, CFP®
401-783-8647
18 Wayside Ct
Kingston, RI 02881
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. William Entwistle III, CFP®
401-789-1667
24 Salt Pond Rd
Wakefield, RI
Mr. William Entwistle III, CFP®
401-789-1667
24 Salt Pond Rd
Wakefield, RI 02879
Firm
Entwistle Financial Life Planning
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Edmund Brock, CFP®
(401)788-0106
24 Salt Pond Rd Ste A6
Wakefield, RI
Mr. Edmund Brock, CFP®
(401)788-0106
24 Salt Pond Rd Ste A6
Wakefield, RI 02879
Firm
Ameriprise Financial Services, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Thomas Doyle, CFP®
401-284-3515
60 South County Commons Way
Wakefield, RI
Mr. Thomas Doyle, CFP®
401-284-3515
60 South County Commons Way
Wakefield, RI 02879
Firm
Sea Star Financial, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. James Aukerman, CFP®
401-788-9080
60 S County Commons Way
Wakefield, RI
Mr. James Aukerman, CFP®
401-788-9080
60 S County Commons Way
Wakefield, RI 02879
Firm
James V. Aukerman & Associates
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Michael Richard, CFP®
401-295-3245
53 Haggerty Hill Rd
Saunderstown, RI
Mr. Michael Richard, CFP®
401-295-3245
53 Haggerty Hill Rd
Saunderstown, RI 02874
Firm
Morgan Stanley Smith Barney
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
