Mutual Funds in Lincoln, RI

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1. Hilltop Securities Inc.

Hilltop Securities Inc.

652 George Washington Hwy Unit 202, Lincoln, RI 02865

CLOSED NOW:8:00 am - 6:00 pm

From Business: HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and…

YP
53 Years
in Business

2. Raymond Arruda Jr - Financial Advisor, Ameriprise Financial Services

Raymond Arruda Jr - Financial Advisor, Ameriprise Financial Services

640 George Washington Hwy Bldg A, Lincoln, RI 02865

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

3. HarborOne Bank

HarborOne Bank

618 George Washington Hwy, Lincoln, RI 02865

CLOSED NOW:8:30 am - 4:00 pm

From Business: HarborOne Bank, headquartered in Massachusetts, has $5.36 billion in assets. For over a century, HarborOne's mission has not wavered…total commitment to our customers, our…

YP
108 Years
in Business

4. Steven L Lavergne - Financial Advisor, Ameriprise Financial Services

Steven L Lavergne - Financial Advisor, Ameriprise Financial Services

1855 Mendon Rd, Cumberland, RI 02864

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

5. McLane Insurance Agency Inc

McLane Insurance Agency Inc

977 Dexter St, Central Falls, RI 02863

CLOSED NOW:9:00 am - 5:00 pm

From Business: Nationwide Insurance Agent Shirley Grajales is your local agent providing free quotes for auto insurance, car insurance, home insurance, life insurance, and health insurance.

6. Fidelity Investments - Corporate Office

Fidelity Investments - Corporate Office

500 Salem St, Smithfield, RI 02917

From Business: Select services available at Fidelity Investor Centers We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be…

YP
79 Years
in Business

7. Edward Jones - Financial Advisor: Kevin R LeBlanc

Edward Jones - Financial Advisor: Kevin R LeBlanc

466 Putnam Pike Unit 3, Greenville, RI 02828

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

8. Edward Jones - Financial Advisor: Jonathan G Pearl

Edward Jones - Financial Advisor: Jonathan G Pearl

469 Angell St, Providence, RI 02906

CLOSED NOW:9:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

9. Edward Jones - Financial Advisor: Karen Brunner Lemke

Edward Jones - Financial Advisor: Karen Brunner Lemke

469 Angell St Ste 203, Providence, RI 02906

CLOSED NOW:9:00 am - 5:00 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

10. Edward Jones - Financial Advisor: David G St Pierre

Edward Jones - Financial Advisor: David G St Pierre

607 Great Rd, North Smithfield, RI 02896

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

11. Edward Jones - Financial Advisor: Amanda T Adams

Edward Jones - Financial Advisor: Amanda T Adams

3 Mill St Ste 2, Attleboro, MA 02703

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

12. Jason M Platt - Financial Advisor, Ameriprise Financial Services

Jason M Platt - Financial Advisor, Ameriprise Financial Services

1200 Central Ave, Pawtucket, RI 02861

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

13. TIAA Financial Services

TIAA Financial Services

15 Park Row W Ste 102, Providence, RI 02903

From Business: Our wealth management advisors in TIAA’s Providence, RI office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

14. Income Investment Group

Income Investment Group

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

15. The Kennedy & McDonough Investment Group

The Kennedy & McDonough Investment Group

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

16. Kerrigan Mahoney Investment Group

Kerrigan Mahoney Investment Group

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

17. Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services

Gene Lonergan - Private Wealth Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Oliver Brady - Private Wealth Advisor, Ameriprise Financial Services

Oliver Brady - Private Wealth Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:30 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Eugene George Simone - Financial Advisor, Ameriprise Financial Services

Eugene George Simone - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

21. John F Poulton - Financial Advisor, Ameriprise Financial Services

John F Poulton - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

22. Carrie McPherson - Financial Advisor, Ameriprise Financial Services

Carrie McPherson - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

23. Roger Lapierre - Financial Advisor, Ameriprise Financial Services

Roger Lapierre - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

24. Fidelity Investments

Fidelity Investments

10 Memorial Blvd, Providence, RI 02903

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
79 Years
in Business

25. Barrett & Company

Barrett & Company

42 Weybosset St, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Barrett & Company is a full-service financial planning and investment management firm with over 95 years of experience. We serve individuals and businesses in the Providence,…

YP
103 Years
in Business

26. Jerome Sullivan - TD Wealth Financial Advisor

Jerome Sullivan - TD Wealth Financial Advisor

180 Westminster St, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

27. HarborOne Bank

HarborOne Bank

180 Washington St, Providence, RI 02903

CLOSED NOW:8:30 am - 4:00 pm

From Business: HarborOne Bank, headquartered in Massachusetts, has $5.36 billion in assets. For over a century, HarborOne's mission has not wavered…total commitment to our customers, our…

YP
108 Years
in Business

28. HarborOne Bank

HarborOne Bank

101 Dudley St, Providence, RI 02905

CLOSED NOW:Closed

From Business: HarborOne Bank, headquartered in Massachusetts, has $5.36 billion in assets. For over a century, HarborOne's mission has not wavered…total commitment to our customers, our…

YP
108 Years
in Business

29. Bekka Benjamin - Financial Advisor, Ameriprise Financial Services

Bekka Benjamin - Financial Advisor, Ameriprise Financial Services

555 Elm St Ste 3, North Attleboro, MA 02760

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

30. Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services

Daniel Bonin - Private Wealth Advisor, Ameriprise Financial Services

555 Elm St Ste 3, North Attleboro, MA 02760

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

We found 87 results for Mutual Funds in or near Lincoln, RI.They also appear in other related business categories including Investments, Investment Management, and Financial Services. 6 of these businesses have an A/A+ BBB rating.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Providence, Silver Lake, and West End Providence.