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State DirectoryInvestment Management in Slocum, RI
1. Edward Jones - Financial Advisor: Ronda L Warrener, CFP®|CRPC™
650 Ten Rod Rd Ste G02H, North Kingstown, RI 02852
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…
3. Synthesis Advisors
North Kingstown, RI 02852
From Business: Synthesis advisors was founded with the goal of assisting OUR clients in every aspect of their financial lives. We strive to provide the most comprehensive and personal service…
4. Lee Duckworth - Capital Wealth Management
1300 Division Rd Ste 203, West Warwick, RI 02893
From Business: Our Company Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by…
9. Edward Jones - Financial Advisor: Leah A Gardiner
171 Main St, Wakefield, RI 02879
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…
10. Thomas De Nicola - Financial Advisor, Ameriprise Financial Services
35 S County Commons Way Ste D12, Wakefield, RI 02879
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…
11. Seaside Financial Group - Ameriprise Financial Services
36 S County Commons Way Ste C8, South Kingstown, RI 02879
From Business: At Seaside Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…
12. Wayne Ricci - Financial Advisor, Ameriprise Financial Services
36 S County Commons Way Ste C8, South Kingstown, RI 02879
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…
13. Spencer J Seitz - Financial Advisor, Ameriprise Financial Services
730 Kingstown Rd Ste B-3, Wakefield, RI 02879
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…
14. Brian Blackerby - Financial Advisor, Ameriprise Financial Services
730 Kingstown Rd Ste B-3, Wakefield, RI 02879
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…
15. HarborOne Bank
5750 Post Rd, East Greenwich, RI 02818
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…
16. Edelman Financial Engines
1485 S County Trl Unit 101, East Greenwich, RI 02818
From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…
17. First Command Financial Advisor - Bill Nolan
221 3rd St Ste 300, Newport, RI 02840
From Business: William Nolan joined First Command Financial Services as a Financial Advisor in February 2013, following a 28-year career in the United States Navy. There, he attained the rank…
21. Entwistle & Assoc
24 Salt Pond Rd, Wakefield, RI 02879
22. Rizzo Financial Group
140 Point Judith Rd Ste 34, Narragansett, RI 02882
24. Rodriguez Wealth Management
294 Valley Rd, Middletown, RI 02842
From Business: Your team consists of the professionals within our office, your accountant, your attorney, and YOU! Our goal is to help you create financial independence through powerful…
25. Value Zone Trading
747 Aquidneck Ave, Middletown, RI 02842
From Business: We specialize in training individual investors and traders in stock market analysis
26. Financial Independence LLC
931 Jefferson Blvd Ste 2005, Warwick, RI 02886
From Business: We believe financial well-being and personal well-being are two sides of the same coin and there is no point in having one without the other. And achieving financial…