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351 High St. Box 338
Block Island, RI 02807

(401) 200-8383

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Products & Services

We provide assistance in the following areas:

Investments

  • Mutual Fund & ETF Platform Portfolios
  • Traditional & Roth IRA
  • Retirement Plans for Businesses
  • Brokerage Services
  • Variable Annuity
  • Private Investments

Financial Planning

  • Retirement Planning
  • Goal Oriented Investment Strategies

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance