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Top 30 financial advisors of 1,549 near 02828
Out of 400,000+ nationwide
John L
CFP®, Series 63, Series 65, Series 66
Barrington, RI
Edward Jones
Charitable giving & philanthropy
Divorce financial planning
Retirement income strategy
Planning for children with special needs
General estate planning guidance
Attorney
Patrick H
Series 66
North Smithfield, RI
Edward Jones
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Liquidity event planning
Business succession planning
General estate planning guidance
Executive
Founder/Business Owner
William F
CFP®, Series 66
Riverside, RI
Edward Jones
Business ownership considerations
Wealth management
Founder/Business Owner
Intergenerational Families
Christopher S
CFP®, Series 66
Barrington, RI
Edward Jones
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Multi-generational wealth transfer
Founder/Business Owner
Intergenerational Families
Paolo C
CFP®, Series 66
Greenville, RI
Edward Jones
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Wealth management
ESG / Sustainable investing
Business ownership considerations
Founder/Business Owner
Linda F
Series 66
Rehoboth, MA
Edward Jones
Retirement income strategy
Charitable giving & philanthropy
Business ownership considerations
Business exit / sale strategy
General estate planning guidance
Founder/Business Owner
Nathan F
CFP®, Series 63, Series 65
Cranston, RI
Edward Jones
Divorce financial planning
Retirement income strategy
General retirement planning
Wealth management
Alexander H
Series 63, Series 66
Cranston, RI
Edward Jones
Thomas M
Series 66
Warwick, RI
Edward Jones
Kelley B
Series 66
North Providence, RI
Edward Jones
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Top 30 financial advisors of 1,549 near 02828
Out of 400,000+ nationwide