Financial Advisor

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Balanced Wealth Management
Balanced Wealth Management
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378 Main Street, Suite 105
East Greenwich, RI 02818
Sue Ann VottaSue Ann Votta
Work Phone: 401-398-2000401-398-2000
Member Since: 2024
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The Strategic Retirement Benefits Group, LLC - Karen Robinson. CPFA®
The Strategic Retirement Benefits Group, LLC - Karen Robinson. CPFA®
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North Kingstown, RI 02852
Karen RobinsonKaren Robinson
Work Phone: 401-742-8062401-742-8062
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
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Universal Wealth Management
Universal Wealth Management
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945 Reservoir Avenue
Cranston, RI 02910
Cynthia BaileyCynthia Bailey
Work Phone: 401-331-7600401-331-7600
Member Since: 2020
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Lifetime Advisors Group
Lifetime Advisors Group
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1130 Ten Rod Road, Blg F-102
North Kingstown, RI 02852
Gayle Jendzejec ChFC CLU CASL CTS CFS RFC LUTCFGayle Jendzejec ChFC CLU CASL CTS CFS RFC LUTCF
Work Phone: 401-821-0080401-821-0080
Member Since: 2025
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Edward Jones - Leslie Pierini- Financial Advisor
Edward Jones - Leslie Pierini- Financial Advisor
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231 Old Tower Hill Road, Ste #204
Wakefield, RI 02879
Leslie PieriniLeslie Pierini
Work Phone: 401-782-3782401-782-3782
Member Since: 2014
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Edward Jones - Shawn Juenger - Financial Advisor
Edward Jones - Shawn Juenger - Financial Advisor
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4649 Old Post Road
Charlestown, RI 02813
Shawn JuengerShawn Juenger
Work Phone: 401-364-6038401-364-6038
Member Since: 2016
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Pegasus Financial Group
Pegasus Financial Group
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238 Robinson Street
Wakefield, RI 02879
Larry McHughLarry McHugh
Work Phone: 401-364-1000401-364-1000
Member Since: 2014
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76 Wealth Advisory, LLC
76 Wealth Advisory, LLC
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Richmond, RI 02892
Jim CostelloJim Costello
Work Phone: 862-335-0076862-335-0076
Member Since: 2024
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Edward Jones - Michael Paolino, CFP®, ChFC®, CPWA®
Edward Jones - Michael Paolino, CFP®, ChFC®, CPWA®
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24 Salt Pond Road, Suite D3
South Kingstown, RI 02879
Michael PaolinoMichael Paolino
Work Phone: 401-783-7548401-783-7548
Member Since: 2008
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Spinnaker Asset Management- Sarah Szabo
Spinnaker Asset Management- Sarah Szabo
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250 A Centerville Road, Suite #2
Warwick, RI 02886
Sarah SzaboSarah Szabo
Work Phone: 401-884-3210401-884-3210
Member Since: 2023
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Joanne M. Daly, CDFA®, Financial Advisor, Morgan Stanley
Joanne M. Daly, CDFA®, Financial Advisor, Morgan Stanley
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One Financial Plaza, 19th Floor
Providence, RI 02903
Joanne DalyJoanne Daly
Work Phone: 401-863-8467401-863-8467
Member Since: 2021
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Edward Jones - Leah Gardiner - Financial Advisor
Edward Jones - Leah Gardiner - Financial Advisor
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430 Main Street
Wakefield, RI 02879
Leah GardinerLeah Gardiner
Work Phone: 401-783-3230401-783-3230
Member Since: 2016
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Independence Financial Partners - Ryan Meyer, CFP®
Independence Financial Partners - Ryan Meyer, CFP®
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336 Main Street, Suite 6
Wakefield, RI 02879
Ryan Meyer, CFP®Ryan Meyer, CFP®
Work Phone: 401-330-0337401-330-0337
Member Since: 2014
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Barnum Financial Group
Barnum Financial Group
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200 Crossings Blvd., Suite 200
Warwick, RI 02886
Jake DarschJake Darsch
Work Phone: 401-243-8823401-243-8823
Member Since: 2017
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230 Old Tower Hill Road, Wakefield, RI 02879  |  Phone:  401-783-2801
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