Retirement Planning Coventry RI
Local resource for retirement planning in Coventry. Includes detailed information on local businesses that provide access to retirement planning, 401k plans, and social security information, as well as advice and content on companies that offer information on how to plan your retirement.
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:
Mr. James Walters, CFP®
(401)824-4069
11 Hornbeam Road
Coventry, RI
Mr. James Walters, CFP®
(401)824-4069
11 Hornbeam Road
Coventry, RI 02816
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Paul Torti Jr., CFP®
(401)354-9649
62 Crompton Ave
West Warwick, RI
Mr. Paul Torti Jr., CFP®
(401)354-9649
62 Crompton Ave
West Warwick, RI 02893
Firm
Torti Insurance-Close To Home Eldercare Advisory
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Peter Alofsin, CFP®
(401)885-1060
1300 Division Rd
West Warwick, RI
Mr. Peter Alofsin, CFP®
(401)885-1060
1300 Division Rd
West Warwick, RI 02893
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. 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:
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:
Jon Nieranowski, CFP®
401-885-2342
1300 Division Road
West Warwick, RI
Jon Nieranowski, CFP®
401-885-2342
1300 Division Road
West Warwick, RI 02893
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Lee A. Duckworth (RFC®), CFP
401-885-1060
1300 Division Road , Suite 203
West Warwick, RI
Lee A. Duckworth (RFC®), CFP
401-885-1060
1300 Division Road , Suite 203
West Warwick, RI 02893
Company
Capital Wealth Management, Inc.
Qualifications
Education: BS
Years of Experience: 19
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Education Plan
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:
Steven DeBoth, CFP®
401-681-4616
117 Metro Center Blvd Ste 2004
Warwick, RI
Steven DeBoth, CFP®
401-681-4616
117 Metro Center Blvd Ste 2004
Warwick, RI 02886
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
