Austin Coristine

  • Financial Planner
  • Investment Advisor Representative

As a Financial Planner, Austin services the financial needs of individuals and businesses while looking to build long-term relationships. He
collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Austin can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.

Qualifications

  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7, 63 and 65 Securities Licenses

Personal

  • Graduate of the University of Rhode Island with a degree in Finance
  • Resides in Middletown, Rhode Island
  • In his spare time, he enjoys watching sports, being outside, and playing golf

 

I am licensed and registered to offer products and services in RI. Licenses will vary. Domiciled in RI.

Check the background of this investment professional on FINRA’s BrokerCheck