PORTSMOUTH, RI
Portsmouth Office
41°36'44.4"N 71°14'45.2"W
3047 East Main Road Suite 3A
Portsmouth, RI 02871
Phone: 401-244-3200 Ex.15
Fax: 401-244-3223
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Find a Financial Advisor
- Arthur J. Colello, CLU®, ChFC®, CASL™, AIF®
- Bob Beese, AIF®, ChFC®, CLTC®
- Brett VonFlatern
- Brian Fuller
- Donald C. Horne, CLU®, CFP®, AIF®
- Donato G. Lupacchino
- Erik Johnson CFP®, AIF®
- John Colello
- Katlyn Colello
- Matthew Bouthillette CFP®, AIF®
- Meghan Millspaugh
- Michael R. Toole, CFP®, AIF®
- Ryan Shaw, CMFC, CLTC
- Ryan Mickiewicz, AIF®
- Stacy Guenette
- Travis Ritter
- Trevor Lyne
- Tyler J. Begen, CFP®, AIF®
Bob Beese, AIF®, ChFC®, CLTC®
Financial Advisor
Professional Designations and Registrations: Accredited Investment Fiduciary (AIF®)Chartered Financial Consultant (ChFC®)Certification in Long Term Care (CLTC®) FINRA Series 7 & 66Life, Accident, & Health...
Our Approach
Our advisors are genuinely engaged in the process of creating plans, making for a truly personalized approach.
Our Team
We are an experienced and caring team who aim to guide and coordinate all aspects of your financial life.
Contact Us
Reach out today to learn how we can give you the confidence to pursue your passions and dreams.