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Visit
Where to Stay
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Hotels
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South Kingstown
Narragansett
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Hopkinton
Richmond
Town Government
>
South Kingstown
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Westerly
North Kingstown
Exeter
Hopkinton
Richmond
History
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Healthcare
Movers
About
Mission
Staff
Board of Directors
Hours of Operation
Committees
Annual Scholarship
Quarterly Newsletter
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Photo Gallery
Membership
Member Application
Corporate Membership
Member Benefits
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Members Only
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Submit Events
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Financial Advisor
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Name
City
Edward Jones - Leah Gardiner - Financial Advisor
_
430 Main Street
Wakefield
,
RI
02879
Leah Gardiner
401-783-3230
Member Since: 2016
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Universal Wealth Management/Universal Social Security, Medicare & Healthcare
_
945 Reservoir Avenue
Cranston
,
RI
02910
Karen Emma
401-331-7600
Member Since: 2020
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76 Wealth Advisory, LLC
_
Richmond
,
RI
02892
Jim Costello
862-335-0076
Member Since: 2024
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Spinnaker Asset Management- Sarah Szabo
_
250 A Centerville Road, Suite #2
Warwick
,
RI
02886
Sarah Szabo
401-884-3210
Member Since: 2023
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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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Pegasus Financial Group
_
238 Robinson Street
Wakefield
,
RI
02879
Larry McHugh
401-364-1000
Member Since: 2014
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Lifetime Advisors Group
_
1130 Ten Rod Road, Blg F-102
North Kingstown
,
RI
02852
Gayle Jendzejec ChFC CLU CASL CTS CFS RFC LUTCF
401-821-0080
Member Since: 2025
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Blackerby Seitz & Associates
_
730 Kingstown Road
Wakefield
,
RI
02879
Spencer Seitz
Member Since: 2025
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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 - Ian Devine - Financial Advisor
_
15 Pier Marketplace
Narragansett
,
RI
02882
Ian Devine
401-783-2169
Member Since: 2025
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Cornerstone Financial Group
_
Bristol
,
RI
02809
Siobhan McDermott
401-744-3023
Member Since: 2025
I offer complimentary meetings for families and business owners who want to be sure that they are setting themselves up for the future. Whether it be insurance, investments, retirement or tax planning, I am here to help!
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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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Edward Jones - Shawn Juenger - Financial Advisor
_
4649 Old Post Road
Charlestown
,
RI
02813
Shawn Juenger
401-364-6038
Member Since: 2016
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Balanced Wealth Management
_
378 Main Street, Suite 105
East Greenwich
,
RI
02818
Sue Ann Votta
401-398-2000
Member Since: 2024
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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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Barnum Financial Group
_
200 Crossings Blvd., Suite 200
Warwick
,
RI
02886
Jake Darsch
401-243-8823
Member Since: 2017
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