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28 Financial Planners in Rhode Island
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Joseph A. Medeiros

CFP®, CLU, ChFC, AIF

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Rhode Island and the surrounding communities.

Medeiros Financial Services, Inc

2348 Post Rd, OFC
Warwick, RI 02886-2258
(401) 921-0620

Richard J. Petrucci, Jr.

J.D., CPA, CFP®

Counsel

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Financial Advisor serving Rhode Island and the surrounding communities.

Orson & Brusini Ltd.

Orson & Brusini Ltd., 211 Quaker Lane, Suite 201
West Warwick, RI 02893
(401) 223-2100

Clifford J. Deck

CPA,CFP®,PFS

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Rhode Island and the surrounding communities.

9320178594

107 Channel Vw, Unit 2
Warwick, RI 02889-6556
(401) 529-8514

Oliver R. Tutt

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Rhode Island and the surrounding communities.

Randall Financial Group LLC

260 West Exchange St, Ste 107
Providence, RI 02903
(401) 228-0100

Jason E. Archambault

CFP®, CPA/PFS

Chief Executive Officer

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden Street, Suite 200
Providence, RI 02908
(401) 331-1575

Betsey A. Purinton

CFP®

Managing Partner and CIO

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset...More

Financial Advisor serving Rhode Island and the surrounding communities.

StrategicPoint Investment Advisors

294 West Exchange St
Providence, RI 02903
(800) 597-5974
+1 More Number
(401) 273-1500

Philip Overton

CFP®

Financial Planner

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

Prudential Investments

53 High St, Ste 31
Westerly, RI 02891-6001
(401) 596-8297
+1 More Number
(877) 778-4625

Karen J. Bacon

MBA, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Diversified Resources, LLC

70 Jefferson Blvd
Warwick, RI 02888
(800) 968-9753
+1 More Number
(401) 941-1500

Jeffrey H. Massey

CFP®

Membership

Specialties: Annuities, Estate Planning, Insurance, Retirement, Long-term Care

Financial Advisor serving Rhode Island and the surrounding communities.

Massey & Associates, Inc.

250 Centerville Rd, bldg F1
Warwick, RI 02886-4353
(401) 333-8000

Mark A. Lavallee

CFP®

Vice President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Financial Independence

931 Jefferson Blvd, Ste 2005
Warwick, RI 02886
(401) 681-4825

Peter J. Alofsin

CFP®

Partner

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Capital Wealth Management, Inc.

1300 Division Rd, Ste 203
West Warwick, RI 02893
(401) 885-1060 x108

Paul J. Di Palma

CFP®, MS, ChFC, CLU

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

PathView Wealth/Ameriprise Financial Services, Inc

301 Metro Ctr. Blvd., Suite 201
Warwick, RI 02886
(401) 383-4295

Susan A. Dewsnap

CFP®

Vice President, Relationship Manager

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Rockland Trust

10 Memorial Blvd, Suite 904
Providence, RI 02903
(508) 732-3331

Joseph H. McGinn, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Career...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Brown, Lisle/Cummings, Inc.

One Turks Head Plaza, Ste 800
Providence, RI 02903
(401) 421-8900

Jennifer L. Hushion

CFP®

President

Specialties: Life Planning

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

JL Hushion Financial Planning

55 Bluff Ave
Cranston, RI 02905-5105
(401) 219-6877

Donna Sowa Allard

CFP®, AIF®

Specialties: Investment Management, Retirement, Long-term Care, Sudden Wealth, Women's Finances

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Sowa Financial Group, Inc

24 Albion Rd, Ste 340
Lincoln, RI 02865-3744
(401) 434-8090

Jake Northrup

CFP®, CFA, CSLP®

Founder and Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Experience Your Wealth, LLC

35 Brookwood Road
Bristol, RI 02809-2089
(401) 227-7881
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Maureen J. Poplaski

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Lighthouse Financial Management, LLC

85 Beach St, Bldg D
Westerly, RI 02891
(401) 596-3392

Jason Siperstein

CFP®, CFA

President

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Eliot Rose Wealth Management

1300 Division Rd, Suite 301
West Warwick, RI 02893
(401) 588-5101
CONNECT WITH Jason
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Richard W. Jarbeau

CFP®

First Vice President- Wealth Management

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

26 Ledge Rd
Bristol, RI 02809
(401) 396-9696

Michael A. Langlois

MBA, RFP, CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Strategic Financial Group

55 Bald Hill Rd
Cranston, RI 02920
(401) 463-3150

Mackenzie Richards

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
(401) 331-1575
CONNECT WITH Mackenzie
  • linkedin link

Gregory M. Young

CFP®, EA, ChFC®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Ahead Full Wealth Management

650 Ten Rod Road, The Mill at Lafayette
North Kingstown, RI 02852
(401) 584-0313
CONNECT WITH Gregory
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Julie A. Drainville

CFP®, ®

Financial Planner

Specialties:

Commission and Fee Financial Advisor serving Rhode Island and the surrounding communities.

Loring Advisory Group

600 Putnam Pike, 4
Greenville, RI 02828
(401) 949-4196

John Kashmanian

CFP®

Specialties:

Financial Advisor serving Rhode Island and the surrounding communities.

Oceanstate Financial

One Coastway Blvd, Suite 103
Warwick, RI 02886
(401) 943-0461

Michael Primiani

CFP®, CPWA®, AIF®

Partner, Director of Wealth Management

Specialties: Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Rhode Island and the surrounding communities.

Loring Advisory Group

600 Putnam Pike, Ste 4
Greenville, RI 02828-1487
(401) 949-4196
CONNECT WITH Michael
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Chancellor Harkins

CFP®, CSRIC®, CPFA®

Fee-Only Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Rhode Island and the surrounding communities.

Harkins Wealth Management

206 Gano St
Providence, RI 02906-3835
(401) 278-4049
CONNECT WITH Chancellor
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Andrew Cayer

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
(401) 331-1575
CONNECT WITH Andrew
  • linkedin link