Financial Advisor

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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Edward Jones - Leslie Pierini- Financial Advisor

231 Old Tower Hill Road, Ste #204
Wakefield, RI 02879

Leslie Pierini

401-782-3782

Member Since: 2014

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Edward Jones - Leah Gardiner - Financial Advisor

430 Main Street
Wakefield, RI 02879

Leah Gardiner

401-783-3230

Member Since: 2016

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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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76 Wealth Advisory, LLC

Richmond, RI 02892

Jim Costello

862-335-0076

Member Since: 2024

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Legacy Financial Advisors, Inc.

238 Robinson Street
Wakefield, RI 02879

Larry McHugh

401-364-1000

Member Since: 2014

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

North Kingstown, RI 02852

Karen Robinson

4017428062

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