Expert wealth management in East Providence, Rhode Island
24 results found
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Sean P. Durkin, MBA, Senior Financial Advisor, Partner, Axis Wealth Partners
● ClosedSean P. Durkin, MBA, Senior Financial Advisor, Partner at Axis Wealth Partners is a distinguished financial institution located at 400 Massasoit Avenue in East Providence, Rhode Island, United States. With a focus on providing expert financial advice and guidance, Sean Durkin and his team offer personalized wealth management solutions to help clients achieve their financial goals. As a trusted partner in the finance industry, Axis Wealth Partners is committed to delivering top-notch service and expertise to individuals and businesses seeking to secure their financial future.
400 Massasoit Ave #112, East Providence, RI 02914, United States -
Roseland Wealth Management
● OpenRoseland Wealth Management is a leading finance institution located at 20 Newman Avenue in East Providence, Rhode Island, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Roseland Wealth Management is committed to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
20 Newman Ave, Rumford, RI 02916, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a premier financial institution located at 1485 South County Trail in East Greenwich, Rhode Island, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized solutions to help clients navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edelman Financial Engines is dedicated to providing expert guidance and support every step of the way. Visit their office today to start on the path to financial success.
1485 S County Trl Suite 101, East Greenwich, RI 02818, United States -
Jeffrey J Brown, CFP
● ClosedJeffrey J Brown, CFP is a reputable finance institution located at 1445 Wampanoag Trail in East Providence, Rhode Island, United States. As a Certified Financial Planner, Jeffrey J Brown provides expert financial advice and services to help individuals and businesses achieve their financial goals. With years of experience and a commitment to personalized service, clients can trust Jeffrey J Brown, CFP to provide tailored solutions to meet their unique financial needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Jeffrey J Brown, CFP is dedicated to helping you navigate the complex world of finance with confidence.
1445 Wampanoag Trl Suite 102, Riverside, RI 02915, United States -
Brown Advisory Group
● ClosedBrown Advisory Group is a finance institution located at 1445 Wampanoag Trail in East Providence, Rhode Island, United States. With a commitment to providing personalized financial solutions, our team of experts offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Brown Advisory Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust us to provide you with the guidance and support you need to secure your financial future.
1445 Wampanoag Trl, East Providence, RI 02915, United States -
Lincoln Capital Corporation
● ClosedLocated at 620 Main Street in East Greenwich, Rhode Island, Lincoln Capital Corporation is a finance institution dedicated to providing clients with objective advice and personalized financial guidance. Since its establishment in 1991, Lincoln Capital has been committed to serving the needs of individuals, professionals, and small business owners nationwide. With a focus on fiduciary responsibility and putting the client's best interests first, Lincoln Capital offers high-quality financial and investment services. Their expertise and value-oriented approach to portfolio management help clients achieve their financial goals effectively and efficiently.
620 Main St Unit CU-2, East Greenwich, RI 02818, United States -
Quantifacts
● OpenQuantifacts is a leading financial institution located at 100 Amaral Street in East Providence, Rhode Island, United States. Specializing in finance, Quantifacts offers a wide range of services including investment management, financial analysis, risk assessment, and strategic planning. With a team of experienced professionals, Quantifacts is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual looking to grow your wealth or a business seeking to optimize your financial strategy, Quantifacts is the trusted partner you can rely on for expert guidance and support.
100 Amaral St, Riverside, RI 02915, United States -
Robin Gibbons
● OpenRobin Gibbons is a reputable financial institution located at 622 Taunton Avenue in East Providence, Rhode Island, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Robin Gibbons offers a wide range of services including wealth management, investment advice, retirement planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth or plan for retirement, Robin Gibbons is committed to providing expert guidance and support every step of the way.
622 Taunton Ave, East Providence, RI 02914, United States -
Edward Jones - Financial Advisor: William Francis
● ClosedEdward Jones - Financial Advisor: William Francis is a reputable finance institution located at 1275 Wampanoag Trail in East Providence, Rhode Island, United States. As a dedicated financial advisor, William Francis provides personalized 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: William Francis is committed to providing expert financial guidance and support to individuals and families in the East Providence area.
1275 Wampanoag Trl Ste 12, Riverside, RI 02915, United States -
Blackstone Finance
● ClosedBlackstone Finance is a leading financial institution located at 534 Taunton Avenue in East Providence, Rhode Island, United States. Specializing in a wide range of financial services, Blackstone Finance offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Blackstone Finance is dedicated to providing top-notch financial services to its clients. Whether you are looking for investment advice, insurance solutions, or assistance with wealth management, Blackstone Finance is here to help you navigate the complexities of the financial world. Visit us today to see how we can help you secure your financial future.
534 Taunton Ave, East Providence, RI 02914, United States -
Edward Jones - Financial Advisor: Anthony M Lizzi, CFP®|AAMS™|CRPC™
● ClosedEdward Jones - Financial Advisor: Anthony M Lizzi, CFP®|AAMS™|CRPC™ is a reputable financial institution located at 850 Main Street in East Greenwich, Rhode Island, United States. With a team of highly qualified professionals led by Anthony M Lizzi, who holds certifications as a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), the institution offers expert financial advice and services to help individuals and families achieve their financial goals. Whether you are planning for retirement, managing investments, or creating a comprehensive financial plan, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Anthony M Lizzi, CFP®|AAMS™|CRPC™ for all your financial needs.
850 Main St, East Greenwich, RI 02818, United States -
Edward Jones - Financial Advisor: Peter E Gobis III
● ClosedEdward Jones - Financial Advisor: Peter E Gobis III is a trusted financial institution located at 264 Main Street in East Greenwich, Rhode Island. As a dedicated finance professional, Peter E Gobis III provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Peter E Gobis III is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Peter E Gobis III is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
264 Main St, East Greenwich, RI 02818, United States -
John Hargraves
● OpenJohn Hargraves is a reputable finance institution located at 3033 East Main Road in Portsmouth, Rhode Island, United States. With a focus on providing top-notch financial services to individuals and businesses, John Hargraves prides itself on its commitment to excellence and customer satisfaction. Whether you are looking for investment advice, wealth management solutions, or assistance with financial planning, the experienced professionals at John Hargraves are here to help you achieve your financial goals. Trust John Hargraves to provide you with the expert guidance and personalized service you need to secure your financial future.
3033 E Main Rd, Portsmouth, RI 02871, United States -
Terence Tinkham
● OpenTerence Tinkham is a reputable finance institution located at 821 Main Street in East Greenwich, Rhode Island, United States. With a strong focus on providing expert financial services to individuals and businesses, Terence Tinkham offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. The institution prides itself on its knowledgeable team of financial experts who are dedicated to helping clients achieve their financial goals and secure a stable financial future. Whether you are looking for retirement planning, investment advice, or wealth management services, Terence Tinkham is committed to providing top-notch financial solutions with exceptional customer service.
821 Main St, East Greenwich, RI 02818, United States -
Patricia Soscia, MD
● ClosedWelcome to the practice of Dr. Patricia Nardone Soscia, MD, located at 407 East Avenue, Suite 200, in Pawtucket, Rhode Island. As a board-certified specialist in internal medicine and rheumatology, Dr. Soscia offers expert care in managing a wide array of musculoskeletal and autoimmune diseases, including systemic lupus erythematosus, vasculitis, and scleroderma. With a distinguished background that includes a fellowship in rheumatology at the UMass Medical Center and a role as a clinical associate professor of medicine, Dr. Soscia brings a wealth of knowledge and experience to her practice. Dr. Soscia is proud to be a part of Lifespan, Rhode Island's first health system, which is renowned for its comprehensive, integrated, and academic approach to healthcare. Her commitment extends beyond her practice as she actively serves on the board of directors for the Arthritis Foundation New England Region, working to improve lives through the prevention, control, and cure of arthritis and related diseases.
407 East Avenue, Pawtucket, Rhode Island 02860, United States -
Rampart Law Group LLC
● ClosedWelcome to Rampart Law Group LLC, your trusted legal partner located at 1990 Pawtucket Avenue, East Providence, Rhode Island 02914. With a commitment to excellence and personalized service, we specialize in providing comprehensive legal solutions tailored to meet the diverse needs of our clients. At Rampart Law Group LLC, we are proud to have Keith E. Phillis as a Partner and the Chair of our Energy and Infrastructure Practice Group. As a Practice Leader in our Private Wealth Services and Tax Practice Groups, Keith brings a wealth of experience and expertise to our team. He represents a diverse range of clients, from individuals to large public and private business entities, offering strategic guidance in estate planning, wealth preservation, and tax mitigation.
1990 Pawtucket Avenue, East Providence, Rhode Island 02914, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 63 Newport Avenue, East Providence, Rhode Island 02916, United States. As a part of JPMorgan Chase & Co., we are committed to providing you with a wide range of financial services to meet your needs. Our ATM is conveniently accessible for all your banking transactions, including cash withdrawals, deposits, and account inquiries. At Chase, we understand the importance of managing your finances efficiently. With our Business Banking services, you can benefit from expert guidance aimed at improving cash flow, offering credit solutions, and managing payroll. We also provide a suite of online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses.
63 Newport Avenue, East Providence, Rhode Island 02916, United States -
Chase Bank
● ClosedWelcome to Chase Bank at 612 Taunton Avenue, East Providence, Rhode Island 02914, your trusted partner in banking and finance. As a leading provider of financial services, we offer a wide range of solutions to meet your personal and business needs. Our East Providence location provides convenient access to a full suite of banking services, including ATMs for easy cash withdrawals and deposits. Whether you're managing everyday transactions or planning for your financial future, Chase Bank is here to help.
612 Taunton Avenue, East Providence, Rhode Island 02914, United States -
Chase ATM
● OpenWelcome to the Chase ATM located at 612 Taunton Avenue, East Providence, Rhode Island 02914. As a trusted name in finance, Chase offers a comprehensive suite of banking services designed to meet both personal and business needs. At this ATM, you can conveniently manage your cash withdrawals, deposits, and other essential banking transactions 24/7. For businesses, Chase provides robust banking solutions, including expert advice from our team of professionals who specialize in enhancing cash flow, credit solutions, and payroll management. We also offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to streamline your operations.
612 Taunton Avenue, East Providence, Rhode Island 02914, United States -
Bank of America Corporation
● OpenWelcome to Bank of America Corporation, located at 3400 Pawtucket Avenue, East Providence, Rhode Island 02915. As a leading financial institution, we are dedicated to providing our customers with a comprehensive range of banking and financial services tailored to meet your individual needs. At Bank of America, we offer flexible banking options through our Advantage Banking solutions, designed to help you manage your finances with confidence. Whether you're looking to invest, manage substantial wealth, or secure a loan, our expert team is here to guide you every step of the way. Our Private Bank division specializes in handling the complexities of substantial wealth, ensuring your financial goals are met with precision and care.
3400 Pawtucket Avenue, East Providence, Rhode Island 02915, United States -
Chase ATM
● OpenWelcome to the Chase ATM located at 7 East Main Road, Middletown, Rhode Island 02842, USA. As a part of JPMorgan Chase & Co., we are committed to providing you with convenient and secure financial services. Our ATM is designed to cater to your personal and business banking needs, offering a range of services that include cash withdrawals, deposits, and account inquiries. With our user-friendly interface, you can quickly manage your finances with ease.
7 East Main Road, Middletown, Rhode Island 02842, United States -
TK Real Estate Brokerage, LLC
● OpenWelcome to TK Real Estate Brokerage, LLC, your trusted partner for all your real estate needs in Rhode Island and Southeastern Massachusetts. Conveniently located at 410 North Broadway, East Providence, Rhode Island, our agency prides itself on providing personalized, hands-on service that far exceeds the industry standard. Founded in 2014 by seasoned real estate professionals Jim Travassos and Jean Kusiak, TK Real Estate Brokerage combines decades of experience and a deep commitment to client satisfaction. Jim, with a career that began in 1985, brings a wealth of knowledge from his years as a Broker/Manager and his leadership roles with the RI Association of Realtors. Jean, who began her career in the mid-1990s, holds a BS in Business Administration from Bryant University and has been recognized for her excellence in real estate management.
410 North Broadway, East Providence, Rhode Island 02914, United States -
Kusiak Jean
● OpenWelcome to Kusiak Jean Real Estate Agency Located at 410 North Broadway, East Providence, Rhode Island, Kusiak Jean Real Estate Agency stands as a beacon of trust and knowledge in the real estate industry. Founded by the dynamic duo, Jim Travassos and Jean Kusiak, our agency is committed to providing in-depth, personalized, and hands-on service that surpasses the average real estate experience.
410 North Broadway, East Providence, Rhode Island 02914, United States -
James Travassos
● OpenWelcome to James Travassos Real Estate Agency, your trusted partner in navigating the complex world of real estate. Conveniently located at 410 North Broadway, East Providence, Rhode Island, we are proud to serve the communities of Rhode Island and southeastern Massachusetts with dedication and expertise. Founded by seasoned professionals Jim Travassos and Jean Kusiak, our agency brings together decades of experience and a deep commitment to personalized, hands-on service. Jim, who began his real estate career in 1985, has held prominent positions within the RI Association of Realtors and brings a wealth of knowledge from his time managing Yorktown Realty. Jean, with a background in business and a summa cum laude degree from Bryant University, has a strong track record in both Rhode Island and Massachusetts real estate markets.
410 North Broadway, East Providence, Rhode Island 02914, United States
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