In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want. ~ David
In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.
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