Peter Washburn Cfp

LPL Financial, situated in Middletown, RI, operates as an independent broker-dealer, specializing in a wide range of investment products and advisory services tailored to financial advisors, institutions, and registered investment advisors (RIAs). By equipping their partners with cutting-edge resources and technology platforms, they enable the delivery of customized financial advice to clients. Emphasizing compliance oversight, practice management, and advanced technology services, LPL Financial is dedicated to supporting advisors in their quest for efficient client engagement. At the heart of their mission lies a commitment to enhancing the effectiveness and autonomy of financial advisors navigating the intricate realm of financial services. With a focus on promoting advisors' productivity, accuracy, and independence, LPL Financial stands out as a key player in empowering professionals to thrive in the dynamic landscape of wealth management. Positioned in Middletown, RI, LPL Financial remains a cornerstone for advisors seeking to elevate their practice through tailored support and innovative solutions. Generated using this brand's available information

Corrigan Financial is a wealth management firm. We provide comprehensive financial planning, tax preparation and investment advisory services. Founded in 1989, we now manage over $530 million in investments for our clients. Our firm is owned 100% by its employees. Initially, our clients engage us...

Coastal Financial Group and Island Tax Associates in Middletown, RI, specialize in helping individuals and businesses navigate tax laws and financial strategies to maximize savings and stability. From tax preparation to bookkeeping and payroll services, their team works diligently to ensure clients keep more of the money they earn. With a focus on personalized care and quality service, Coastal Financial Group and Island Tax Associates cater to a diverse clientele, including local businesses, military personnel, retirees, and self-employed individuals. Their expertise extends to audit, tax, advisory, and accounting services, providing comprehensive support for corporations, partnerships, not-for-profits, sole proprietors, and individuals.Generated from the website