Financial consulting in Providence, RI

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I offer a variety of products that can help you meet financial and insurance needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Founded by Josh Wells, and currently managing over $100 million in assets, our firm is well known in the community. Conveniently located in East Providence, we work almost exclusively with utility companies' employees and high net-worth retirees living in New England. Our firm specializes in customizing retirement income strategies to help retirees navigate a complicated and ever changing investment landscape. Our combination of licenses, registrations, and special education qualify us to work with all types of investments. There is virtually no planning tool we cannot utilize if the circumstances call for it - simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your assets.

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File your FAFSA when and where you want it. Many customers value the privacy, security, and flexibility that Financial Aid Preparation Services offers. You can work with us over the phone or we can meet you at your residence or school. We also help with the CSS Profile, Renewal FAFSA and Reviewing Financial Aid Packages. Our clients like the option of getting assistance in the privacy of their home either over the phone or in person.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the East Providence, RI area, Tom Bryan will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.