Joseph A. Medeiros,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph A. Medeiros, CFP®

CLU, ChFC, AIF

President

Medeiros Financial Services, Inc

2348 Post Rd, OFC
Warwick, RI 02886-2258
FINANCIAL ADVISOR'S WEBSITE
(401) 921-0620

General

Joseph Medeiros is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Medeiros Financial Services, Inc in Warwick, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CLU®, AIF®

Insurance Licenses

  • Life insurance: RI
  • Health/disability insurance: RI
  • Property/casualty: RI
  • Fixed annuities: RI
  • Variable annuities: RI

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources