Financial Planners Narragansett RI

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Narragansett, RI that can help answer your questions about Financial Planners.

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. William A. Entwistle Iii, CFP®
(401) 782-6166
24 Salt Pond Rd
Wakefield, RI
Firm
Entwistle Financial Life Planning
Areas of Specialization
Business Succession Planning, General Financial Planning, Investment Management, Life Planning, Life Transitions, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. James W. Blackerby, CFP®
(401) 789-1120
343 Main St
Wakefield, RI
Firm
Ameriprise Financial Services,
Areas of Specialization
Business Succession Planning, Charitable Giving, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Edward J. Molloy, CFP®
(401) 284-3221
535 Jerry Brown Farm Rd
South Kingstown, RI
Firm
Aetna
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Healthcare Planning, Insurance Planning, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided By:
Kathryn Hansmann Welles, CFP®
(401) 845-0731
4 Old Tower Hill Rd
Wakefield, RI
Firm
Merrill Lynch Pierce Fenner & Smith
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning

Data Provided By:
Mr. Michael Charles Paolino, CFP®
(401) 783-7548
35 S County Commons Way Ste D7
Wakefield, RI
Firm
Edward Jones

Data Provided By:
Mr. Thomas A. Denicola Jr., CFP®
(401) 792-4910
35 South County Commons Way
Wakefield, RI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Debt Management, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided By:
Mr. Edmund J. Brock, CFP®
(401) 788-0106
24 Salt Pond Rd Ste A6
Wakefield, RI
Firm
Ameriprise Financial Services, Inc.

Data Provided By:
Mr. James V. Aukerman, CFP®
(401) 788-9080
60 S County Commons Way
Wakefield, RI
Firm
James V. Aukerman & Associates
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, Long-Term Care

Data Provided By:
Ms. Maryanne P. Cunningham, CFP®
(401) 783-8647
18 Wayside Ct
Kingston, RI
Firm
Bank On Mac
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, LGBT Individuals and Couples, Life Planning

Data Provided By:
Data Provided By:

Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina