Financial Planning Warwick RI
Local resource for financial planning in Warwick. Includes detailed information on local businesses that provide access to financial planning, financial consulting, and accounting advice, 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:
Maxine Johnson
Foresight Personal Financial Planning, LLC
(508) 728-9454
P.O. Box 1059
Attleboro, MA
Maxine Johnson
Foresight Personal Financial Planning, LLC
(508) 728-9454
P.O. Box 1059
Attleboro, MA 02703
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Investment Advice without Ongoing Management, Socially Responsible Investments, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CTFA, MBA
Data Provided by:
Thomas Doyle
(401) 284-3515
60 South County Commons Way, Suite G5
Wakefield, RI
Thomas Doyle
(401) 284-3515
60 South County Commons Way, Suite G5
Wakefield, RI 02879
Firm
Sea Star Financial, LLC
Expertises
Advising Medical Professionals, College/Education Planning, Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI 02865
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®
Data Provided by:
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:
Data Provided by:
