Financial Advisor

Barnum Financial Group

200 Crossings Blvd., Suite 200
Warwick, RI 02886

Jake Darsch

401-243-8823

Member Since: 2017

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Joanne M. Daly, CDFA®, Financial Advisor, Morgan Stanley

One Financial Plaza, 19th Floor
Providence, RI 02903

Joanne Daly

401-863-8467

Member Since: 2021

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Independence Financial Partners - Ryan Meyer, CFP®

336 Main Street, Suite 6
Wakefield, RI 02879

Ryan Meyer, CFP®

401-330-0337

Member Since: 2014

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76 Wealth Advisory, LLC

Richmond, RI 02892

Jim Costello

862-335-0076

Member Since: 2024

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Universal Wealth Management

945 Reservoir Avenue
Cranston, RI 02910

Cynthia Bailey

401-331-7600

Member Since: 2020

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Pegasus Financial Group

238 Robinson Street
Wakefield, RI 02879

Larry McHugh

401-364-1000

Member Since: 2014

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Edward Jones - Michael Paolino, CFP®, ChFC®, CPWA®

24 Salt Pond Road, Suite D3
South Kingstown, RI 02879

Michael Paolino

401-783-7548

Member Since: 2008

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The Strategic Retirement Benefits Group, LLC - Karen Robinson. CPFA®

North Kingstown, RI 02852

Karen Robinson

401-742-8062

Member Since: 2024

The Strategic Retirement Benefits Group (SRBG) specializes in 401(k)s, 403(b)s, and Non-Qualified Plans. We deliver innovative consulting services to enhance retirement outcomes and protect plan fiduciaries. Our advisors offer due diligence, benchmarking