Estate planning and management in Rhode Island
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Mc Kone Morris & Co
● OpenMc Kone Morris & Co is a reputable accounting and finance institution located at 1130 Ten Rod Road in North Kingstown, Rhode Island, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses alike. Visit Mc Kone Morris & Co for all your accounting and finance needs.
1130 Ten Rod Rd STE F102, North Kingstown, RI 02852, United StatesAdvertisements -
Savings Institute Bank & Trust
● OpenSavings Institute Bank & Trust is a trusted financial institution located at 165 East Main Road in Middletown, Rhode Island. As a full-service bank, we offer a range of financial services including savings and checking accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing personalized service and competitive rates, Savings Institute Bank & Trust is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with us.
165 E Main Rd, Middletown, RI 02842, United StatesAdvertisements -
Savvy Families institute
● OpenSavvy Families Institute is a leading institution located at 83 Mill Street in Newport, Rhode Island, United States. Our mission is to empower families with the knowledge and skills they need to make informed financial decisions and secure their future. Our expert team of advisors offers a range of services including financial planning, investment management, estate planning, and education on topics such as budgeting, saving, and investing. At Savvy Families Institute, we believe that financial literacy is the key to building a strong and secure future for you and your loved ones. Join us today and start your journey towards financial success!
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The Law Offices of Howe & Garside, Ltd
● OpenThe Law Offices of Howe & Garside, Ltd is a reputable law firm located at 55 Memorial Boulevard in Newport, Rhode Island. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. With a strong focus on professionalism, integrity, and client satisfaction, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal representation for personal injury, family law, real estate, or any other legal matter, you can trust the expertise of Howe & Garside, Ltd. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Chappell & Chappell
● OpenChappell & Chappell is a well-respected law firm located at 171 Chase Road in Portsmouth, Rhode Island, United States. With a team of experienced and dedicated lawyers, we provide a wide range of legal services to our clients. Whether you are in need of assistance with estate planning, real estate transactions, business law, or any other legal matter, our firm is here to help. We are committed to providing personalized and effective legal solutions to meet our clients' needs. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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Kiernan, Plunkett & Redihan, LLP
● OpenKiernan, Plunkett & Redihan, LLP is a prestigious law firm located at 146 Westminster Street in Providence, Rhode Island. Specializing in various legal services, the firm is known for its dedication to providing expert counsel and representation to clients in need of legal assistance. With a team of experienced attorneys, Kiernan, Plunkett & Redihan, LLP is committed to upholding the highest standards of professionalism and integrity in every case they handle. Whether you are facing a personal injury claim, need assistance with estate planning, or require representation in a business dispute, the attorneys at this firm are ready to help you navigate the complexities of the legal system. Contact Kiernan, Plunkett & Redihan, LLP today for trusted legal guidance and support.
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Keough & Sweeney
● OpenKeough & Sweeney is a reputable financial institution located at 41 Mendon Avenue in Pawtucket, Rhode Island, United States. With a strong commitment to providing personalized financial solutions to their clients, Keough & Sweeney offers a wide range of services including investment planning, retirement planning, wealth management, and estate planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit Keough & Sweeney today to learn more about how they can help you reach your financial objectives.
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CJC Advisors Inc.
● OpenCJC Advisors Inc. is a reputable health and insurance agency located in Smithfield, Rhode Island. Our team of experienced advisors is dedicated to providing personalized solutions to meet each client's unique needs. Whether you are looking for health coverage or insurance options, we are here to help guide you through the process and find the best plan for you. Visit us at 22A Lark Industrial Drive to learn more about how CJC Advisors Inc. can help you secure your future.
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New York Life Insurance Co: Berube Sharon
● OpenNew York Life Insurance Co: Berube Sharon is an insurance agency located at 10 Orms Street, Providence, Rhode Island, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, estate planning, and insurance for employees, executives, and small businesses. They have a diverse and welcoming workplace with agents dedicated to addressing unique needs, and offer resources such as articles, guides, and financial calculators to help clarify financial goals. With a mission to make the world a better place, they engage with communities through volunteer work, charitable donations, and impact investment initiatives. New York Life consistently earns the highest financial ratings and has a workforce that reflects the communities they serve.
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Gorham & Gorham
● OpenGorham & Gorham is a reputable institution located at 25 Danielson Pike in Scituate, Rhode Island, United States. Specializing in financial services and wealth management, Gorham & Gorham is dedicated to providing personalized solutions for their clients' financial needs. With a team of experienced professionals, they offer a wide range of services including investment planning, retirement planning, estate planning, and more. Clients can trust Gorham & Gorham to help them achieve their financial goals and secure their future.
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Howlett Law Offices
● OpenHowlett Law Offices, located at 681 Hope Street in Bristol, Rhode Island, is a trusted institution specializing in family court and probate matters. Jane Howlett and her team are dedicated to providing superior representation and guidance for all your legal needs. With a focus on communication, they offer an online case management system for easy access to updates, reminders, and billing information. Navigating the legal system can be overwhelming, but Howlett Law is here to provide explanations, guidance, and support every step of the way. Jane Howlett will work with you to understand your goals and craft a path to success based on her expertise and your unique circumstances.
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Montalbano, Belliveau & St. Sauveur, LLP
● OpenMontalbano, Belliveau & St. Sauveur, LLP is a law firm located at 336 Main Street in South Kingstown, Rhode Island. Specializing in Commercial and Residential Real Estate law, the firm also has additional locations in East Providence, Barrington, Wakefield, North Providence, Newport, and even in Celebration, Florida. With a focus on providing expert legal services, the firm is dedicated to assisting clients with their real estate needs. Please note that the Rhode Island Supreme Court licenses all lawyers in the general practice of law, and does not certify any lawyer as an expert or specialist in any field of practice. For more information, contact Montalbano, Belliveau & St. Sauveur, LLP at (401) 861-1100.
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Grossi George
● OpenGrossi George, located at 21 College Hill Road in Warwick, Rhode Island, is a premier institution offering personalized and dedicated legal services to clients in the United States. With over 42 years of experience, Attorney George Grossi provides expertise in areas such as wills, living wills, powers of attorney, trusts, probate, and elderly planning. The institution also offers legal services in personal injury, medical malpractice, and real estate. At Grossi Law, the initial consultation is always free, and they strive to provide affordable services to their clients. In cases where clients are unable to visit the office, at-home and hospital visits can be arranged. The institution has a 24/7 referral network to connect clients with the best litigators in Rhode Island.
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Brennan Recupero Cascione Scungio & McAllister
● OpenBrennan Scungio & Kresge LLP, formerly known as Brennan, Recupero, Cascione, Scungio and McAllister LLP, is a prestigious law firm located at 362 Broadway, Providence, Rhode Island, United States. With additional offices in Taunton, Massachusetts, our team of experienced attorneys offers a wide range of legal services to clients in Rhode Island and Southeastern Massachusetts. Our firm prides itself on providing clients with excellent legal services, delivered promptly and cost-effectively. Our collaborative team of attorneys with diverse practice strengths offers common sense solutions for a variety of legal needs, including areas such as bankruptcy, business law, estate planning, family law, litigation, and more.
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Bacon & Company CPAs, LLC
● OpenBacon & Company CPAs, LLC is a leading accounting and finance institution located at 875 Centerville Road in Warwick, Rhode Island, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Bacon & Company CPAs, LLC today for all your accounting and finance needs.
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Magna Hospitality
● OpenMagna Hospitality is a prestigious school located at 300 Centerville Road in Warwick, Rhode Island, United States. Established in 1998, Magna is a leading hotel real estate investment firm dedicated to hotel investment, development, and management. With over 100 corporate professionals specializing in various disciplines, Magna has owned and operated hotels across the United States and Canada. Approved to work with national franchise brands such as Hilton, Marriott, Hyatt, and InterContinental Hotel Group, Magna focuses on value-add hotel investment opportunities within the lodging sector. With a portfolio exceeding $5 billion in hotel real estate under management and development, Magna provides superior guest service, growth opportunities for its team members, and returns that exceed investors' expectations. As a vertically integrated hotel investment and management firm, Magna leverages its corporate expertise to create value through development, operational and physical re-positioning, and management.
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Bainbridge Apartments
● OpenBainbridge Apartments is a premier real estate agency located at 363 Simmonsville Avenue in Johnston, Rhode Island. Our luxurious apartments offer modern amenities and a convenient location for residents looking for a comfortable and stylish living space. With a variety of floor plans to choose from, including one, two, and three-bedroom options, our community is perfect for individuals and families alike. Our professional staff is dedicated to providing excellent customer service and ensuring that our residents feel right at home. Come experience the upscale living at Bainbridge Apartments today.
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One Neighborhood Builders/ Elmwood Portfolio
● OpenOne Neighborhood Builders/ Elmwood Portfolio is a community development organization located at 693 Broad Street in Providence, Rhode Island. They are dedicated to improving the quality of life in the Elmwood neighborhood through affordable housing, economic development, and community engagement. The institution works to create a vibrant and inclusive community where residents can thrive. With a focus on sustainability and social equity, One Neighborhood Builders/ Elmwood Portfolio is committed to building a better future for all who call Elmwood home.
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Brenda Santos - New York Life Securities LLC Financial Services Professional
● OpenBrenda Santos - New York Life Securities LLC Financial Services Professional is a finance institution located at 1301 Atwood Avenue, Johnston, Rhode Island, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value growth, long-term customizable coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. They also provide guidance on creating investment strategies, estate planning, insurance for employees and business owners, and various life insurance solutions. Brenda Santos, a Registered Representative & Insurance Agent, helps clients understand their options and achieve their financial goals. The institution supports charitable giving, bereavement support, and financial initiatives at local and national levels. They offer resources and tools to help clients prepare for the future.
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Pascarella & Gill, CPA
● OpenPascarella & Gill, CPA is a well-established accounting and finance institution located at 200 Centerville Road in Warwick, Rhode Island. With over 50 years of experience, they have been providing expert accounting and tax planning services to companies throughout New England, including Rhode Island, Massachusetts, and Connecticut. As certified public accountants, Pascarella & Gill, CPA offers a wide range of services to commercial, non-profit, government enterprises, and individuals. The principals at Pascarella & Gill, CPA have a stellar reputation in the industry and are leaders in national and state professional organizations. They are also published authors of reference books on business tax issues. Clients can expect personalized, hands-on service from the firm, tailored to their specific accounting needs. As a multi-generational family owned firm, Pascarella & Gill, CPA has a unique understanding of family businesses and can help clients navigate the challenges and opportunities that come with them.
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Steven Hagopian - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteven Hagopian is a financial advisor at Ameriprise Financial Services, LLC located at 1000 Chapel View Boulevard in Cranston, Rhode Island, United States. Steven holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Steven is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
1000 Chapel View Blvd Ste 250, Cranston, RI 02920, United StatesAdvertisements -
Financial Concepts Ltd
● OpenFinancial Concepts Ltd is a leading finance institution located at 235 Morgan Avenue in Johnston, Rhode Island, United States. We specialize in providing expert financial advice and services to individuals and businesses looking to grow and manage their wealth. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through strategic planning and innovative solutions. Whether you are looking to invest, save for the future, or plan for retirement, Financial Concepts Ltd is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial objectives.
235 Morgan Ave APT 3, Johnston, RI 02919, United StatesAdvertisements -
Langlois & Associates
● OpenLanglois & Associates is a reputable finance institution located at 55 Bald Hill Road in Cranston, Rhode Island, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, we are here to help you navigate the complex world of finance. With a focus on personalized service and tailored solutions, Langlois & Associates is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
55 Bald Hill Rd, Cranston, RI 02920, United StatesAdvertisements -
Aaron Osei
● OpenAaron Osei is a finance institution located at 1850 Plainfield Pike in Cranston, Rhode Island. We specialize in providing expert financial services to individuals and businesses in the local community. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or estate management, Aaron Osei is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
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William F Slaney - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWilliam F Slaney is a Financial Advisor at Ameriprise Financial Services, LLC located at 117 Metro Center Boulevard in Warwick, Rhode Island, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, William F Slaney is equipped to provide expert financial advice tailored to meet the specific needs of individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and retirement planning, William F Slaney is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, William F Slaney has the expertise to help you navigate the complex world of finance. Contact William F Slaney today to start planning for a secure financial future.
117 Metro Center Blvd Ste 2004, Warwick, RI 02886, United StatesAdvertisements -
Christopher Bouley - UBS Financial Services Inc.
● OpenChristopher Bouley - UBS Financial Services Inc. is a leading finance institution located at 500 Exchange Street in Providence, Rhode Island, United States. With a strong reputation for providing top-notch financial services, Christopher Bouley - UBS Financial Services Inc. offers personalized wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, our team of experienced professionals is dedicated to helping you navigate the complexities of the financial world. Trust Christopher Bouley - UBS Financial Services Inc. to provide you with expert guidance and support for all your financial needs.
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Daniel Gamm - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Gamm is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 888 Reservoir Avenue, Cranston, Rhode Island, United States. Daniel holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Daniel's expertise in various aspects of finance, from wealth management to retirement planning and estate planning. Whether you are a retiree, small business owner, or high net worth individual, Daniel Gamm has the knowledge and skills to provide you with comprehensive financial advice tailored to your specific needs.
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Joseph T Conaty Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJoseph T Conaty Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1150 New London Avenue in Cranston, Rhode Island, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment management, and financial planning, Joseph is committed to providing comprehensive and personalized financial advice to his clients. His qualifications and dedication to continuing education make him a trusted advisor for individuals, retirees, small business owners, and high net worth clients seeking expert guidance in managing their wealth.
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Greg Silva - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGreg Silva - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 888 Reservoir Avenue, Cranston, Rhode Island, United States. The institution offers a range of certifications and designations to ensure that their advisors are highly qualified to provide expert financial advice. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a range of topics including asset management, estate planning, retirement planning, investment strategies, and more. Greg Silva and his team are dedicated to providing comprehensive and personalized financial advice to individuals and businesses.
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Edward Jones - Financial Advisor: Alexander C Hosey
● OpenEdward Jones - Financial Advisor: Alexander C Hosey is a leading financial institution located at 95 Sockanosset Cross Road in Cranston, Rhode Island. As a trusted financial advisor, Alexander C Hosey provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Alexander C Hosey is dedicated to providing top-notch financial advice and guidance to individuals and families in the Rhode Island area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Alexander C Hosey is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
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