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Advisors near 02813

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Mark P

PFS™, Series 65

Wakefield, RI

D & P Investment Advisors, Ltd.

General retirement planning College savings (529s, UTMA, etc.)
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Susan G

CFP®, Series 65

Saunderstown, RI

South County Wealth Planning

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Michael B

Series 65

Richmond, RI

MB Financial Planning LLC

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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Jeremy S

Series 66

Richmond, RI

Quahog Investments LLC

Passive / index investing Concentrated stock management Real estate investing Mid-Career Professionals
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Timothy G

CFP®, CFA®

Wakefield, RI

Invest Track Financial, LLC

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Joseph C

CFP®, Series 63, Series 65

Charlestown, RI

Breachway Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Peter R

Series 66

Westerly, RI

First Financial Advisory Services Inc

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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Matthew C

CFP®, Series 63, Series 65

Westerly, RI

First Financial Advisory Services Inc

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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Geraldine C

Series 63

Westerly, RI

First Financial Advisory Services Inc

Wealth management Retirement income strategy Charitable giving & philanthropy Cash flow / budgeting
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Alexandra G

CFP®, CFA®

Wakefield, RI

Invest Track Financial, LLC

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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