|1.|| ||AXA Advisors (Michael Graziano)|| ||Financial / Investment Planners|
|Additional contacts: Josh Bublitz, Gerry LePain, Matthew Sherman|
|Description: We help individuals, families and organizations create and implement financial strategies that are tailored to fit their goals. We work with our clients to help them accomplish an array of financial goals including: Retirement Planning; College Funding; Investment Management; Wealth Management; Life Insurance. We help clients accumulate and protect wealth through a comprehensive planning approach and our open-architecture platform allows us to provide solutions that best fit our clients' needs. We|
|2.|| ||Briggs Advisory Group, Inc. (Skip Briggs, CPA/PFS, CFP®)|| ||Financial / Investment Planners|
|Additional contacts: Kimberly DeAngelis, Candace Furtado|
|Description: Bentley Wealth is a multi-disciplined wealth management firm servicing the needs of a carefully selected group of individuals,families and business owners. At Bentley, our knowldege and experience as CPAs, CFP practitioners and financial advisors sets us apart. We can help you understand the complexitites that impact your financial well-being for the future.|
|3.|| ||Community Investment Corp. (Mark Cousineau)|| ||Financial / Investment Planners|
|Description: Connecticut Community Investment Corporation (CTCIC) is a non-profit economic development lender. We are the #1 SBA 504 Lender in CT! If you live in either Connecticut or Rhode Island, you have undoubtedly crossed paths with at least one of the hundreds of businesses we’ve helped since 1972 – members of the CTCIC Small Business Community.
Connecticut Community Investment Corporation (CTCIC) is a non-profit economic development lender. We are the #1 SBA 504 Lender in CT! If you live in either Connecti|
|4.|| ||Corner Office Financial, LLC (Michael Raspallo)|| ||Financial / Investment Planners|
|Additional contacts: Jeremy Doran, Anita Lamothe, Sean Marchetti|
|Description: With more than 30 years of experience as a financial advisor, Michael Raspallo founded Corner Office Financial, LLC. He saw a void that left business owners and their families vulnerable to and dependent on their participation in the business.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.|
|5.|| ||Independence Financial Partners (John Gautreaux)|| ||Financial / Investment Planners|
|Description: Independence Financial Partners specializes in investments, retirement planning, life insurance, long term care insurance, and employee benefits. We pride ourselves on providing a higher level of service to help meet the unique financial needs of each client.
|6.|| ||Innovative Planning Partners (Christina Angelone-Gatteri, CFP®, CRPC®)|| ||Financial / Investment Planners|
|Description: Do you want to build your assets, pay down debt and plan for retirement? If you're not sure how to balance these goals, you're not alone. You may have opportunities to more efficiently structure your debt and make room for savings. How do you envision your retirement years? I can help you achieve them with our exclusive Confident Retirement® approach. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.|
|7.|| ||Maffe Financial Group, Inc. (John Edes)|| ||Financial / Investment Planners|
|Additional contacts: Gayle Jendzejec, Stevan Labush, Michael Senno, Gary Watson|
|Description: Our staff of qualified, experienced representatives believe in providing unparalleled, high quality service. Together, each member of our team works to ensure that each of our clients receive customized solutions that are tailored to address their unique goals and objectives. The ripple effect of this approach is designed to create a satisfied client base that is as committed to us as we are to them.
|8.|| ||Medeiros Financial Services, Inc. (Joseph Medeiros, CFP®, CLU, ChFC, AIF®)|| ||Financial / Investment Planners|
|Description: Retirement Planning
Employee Benefit Programs
Education Funding Planning
Fee-Based Asset Management
|9.|| ||Pioneer Financial Group (Todd Sadwin)|| ||Financial / Investment Planners|
|Additional contacts: Patrick Connelly|
|Description: Pioneer Financial Group is a fee based, comprehensive finacial services firm established in 1999. Our headquarters are in Warwick, Rhode Island with additional branch offices in Avon, Conneticut; Springfield, Massachusetts; Mars Hill, maine; and in Westerly, Rhode Island. We take pride in our ability to educate our clients and the community on the complexities of today's financial world. Our goal is to help our clients maximize their choices in life while minimizing risk.|