Financial Planners North Kingstown RI
Local resource for financial planners in North Kingstown. 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.
Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI 02906
Expertises
Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Dr. John Flinton, CFP®
401-294-9536
1130 Ten Rod Rd /Suite D203
North Kingstown, RI
Dr. John Flinton, CFP®
401-294-9536
1130 Ten Rod Rd /Suite D203
North Kingstown, RI 02852
Firm
Ameriprise Financial Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Michael Adler, CFP®
401-423-3722
220 America Way
Jamestown, RI
Mr. Michael Adler, CFP®
401-423-3722
220 America Way
Jamestown, RI 02835
Firm
Charles Schwab & Co., Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Richard Russillo Jr., CFP®
(401)884-4644
4601 Post Rd Bldg A
Warwick, RI
Mr. Richard Russillo Jr., CFP®
(401)884-4644
4601 Post Rd Bldg A
Warwick, RI 02818
Firm
SRF Wealth Management
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. Daniel Samson, CFP®
401-667-0553
136 Eastwick Road
North Kingstown, RI
Mr. Daniel Samson, CFP®
401-667-0553
136 Eastwick Road
North Kingstown, RI 02852
Firm
Valic Financial Advisors
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:
Mr. William Tuttle, CFP®
401-885-1060 (102)
444 Seaside Dr
Jamestown, RI
Mr. William Tuttle, CFP®
401-885-1060 (102)
444 Seaside Dr
Jamestown, RI 02835
Firm
Capital Wealth Management, LLC
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Daniel Legault, CFP®
401-398-7098
15 Brookside Drive
East Greenwich, RI
Mr. Daniel Legault, CFP®
401-398-7098
15 Brookside Drive
East Greenwich, RI 02818
Firm
StrategicPoint Investment Advisors
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Kevin Worthley, CFP®
(401)539-6084
208 James Trl
West Kingston, RI
Mr. Kevin Worthley, CFP®
(401)539-6084
208 James Trl
West Kingston, RI 02892
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
