Wealth Management Firms Westerly RI

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Westerly, RI. We have compiled a list of businesses and services around Westerly, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Stephen Poplaski
Lighthouse Financial Management, LLC
(401) 596-3392
85 Beach Street, Building D
Westerly, RI
Expertises
Ongoing Investment Management, Tax Planning, Planning Issues for Business Owners, Divorce Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CPA/PFS, MBA, MSFP

Mr. David M. Urso, CFP®
(401) 596-0234
75 Granite St.
Westerly, RI
Firm
LPL Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Philip M. Overton Jr., CFP®
(401) 596-8297
53 High St
Westerly, RI
Firm
Prudential
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Retirement Planning

Data Provided By:
Mr. Stephen C. Poplaski, CFP®
(401) 596-3392
85 Beach Street
Westerly, RI
Firm
Lighthouse Financial Mgmt., LLC
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Andrew T. Farley, CFP®
(860) 245-0250
27 Greenmanville Ave
Mystic, CT
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Malcolm A. Makin, CFP®
(401) 596-2800
9 Granite St
Westerly, RI
Firm
Professional Planning Group

Data Provided By:
Mr. Daniel M. Makin, CFP®
(401) 596-2800
9 Granite Street
Westerly, RI
Firm
Professional Planning Group

Data Provided By:
Mr. Matthew Joseph Cunningham, CFP®
(401) 596-0193
85 Beach St Bldg C
Westerly, RI
Firm
First Allied Securities, Inc.
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Education Planning, Investment Management, Investment Planning, Life Transitions, Long-Term Care
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Michael T. Ryan, CFP®
(401) 596-2800
Professional Planning Group
Westerly, RI
Firm
Professional Planning Group

Data Provided By:
Teresa A. G. Prue, CFP®
(860) 536-8385
80 Stonington Rd.
Mystic, CT
Firm
Savings Institute Bank & Trust

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874