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Map of Oakland, RI

Investment Securities in Oakland, RI

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2. 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

3. Edward Jones - Financial Advisor: Ben Vincent

Edward Jones - Financial Advisor: Ben Vincent

607 Great Rd, North Smithfield, RI 02896

CLOSED NOW:9:00 am - 4:30 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

4. 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

5. 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

6. Wealth Care Investment Partners

Wealth Care Investment Partners

690 Douglas Pike, Smithfield, RI 02917

From Business: WealthCare Investment Partners can help invest and allocate assets based upon preferred investment style and risk tolerance. Our asset management strategy reduces the need to…

7. Langton, Michael R

Langton, Michael R

135 Quaker Ln, North Scituate, RI 02857

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…

8. Geer, Walter, AGT

Geer, Walter, AGT

16 Mathew Dr, Johnston, RI 02919

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

From Business: The advisor listed is an Ameriprise financial advisor in Johnston. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of…

9. HilltopSecurities

HilltopSecurities

652 George Washington Hwy, 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…

10. Lavergne, Steven L

Lavergne, Steven L

1855 Mendon Rd, Cumberland, RI 02864

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

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…

11. Rasmussen, Cory

Rasmussen, Cory

1923 Mineral Spring Ave, North Providence, RI 02904

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…

13. Veasey Financial Advisors (BWA Providence as of 2017)

Veasey Financial Advisors (BWA Providence as of 2017)

559 S Water St, Providence, RI 02903

CLOSED NOW:10:00 am - 7:00 pm

From Business: Bob partnered with Balance Wealth in 2017 to strengthen the business as he prepared for his retirement. He said he appreciated the firm’s approach in building relationships…

YP
30 Years
in Business

14. Thomas H. Secky Insurance Agency, Inc

Thomas H. Secky Insurance Agency, Inc

170 South St, Plainville, MA 02762

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

"unbelieveable service. not only do they keep my pricing down, they are always willing to listen and advise me. very professional !!!!!!"

16. Nautic Partners

Nautic Partners

100 Westminster St Ste 1220, Providence, RI 02903

From Business: Nautic Partners has the ability to recognize value more quickly than many of its competitors, based on its industry knowledge and principal investing experience. It is a…

YP
24 Years
in Business

17. 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

18. Cornerstone Investment Services

Cornerstone Investment Services

245 Waterman St Ste 301, Providence, RI 02906

CLOSED NOW:9:30 am - 4:00 pm

From Business: Founded in 1999 Cornerstone (CIS) is unique among money managers in that we have our own research analyst on staff. Founder and Chief Investment Strategist, John Riley, is also…

YP
29 Years
in Business
Amenities:
Wheelchair accessible

19. Brown Lisle/Cummings Inc

Brown Lisle/Cummings Inc

76 Westminster St, Providence, RI 02903

CLOSED NOW:9:00 am - 4:00 pm
YP
113 Years
in Business

20. Pathway Capital

Pathway Capital

500 Exchange St, Providence, RI 02903

CLOSED NOW:8:30 am - 5:30 pm
YP
8 Years
in Business

21. Riparian

Riparian

2400 Financial Plz, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm
YP
12 Years
in Business