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John Finn and Sharon Meehan were both recently recognized with the Five Star Wealth Management Award for the fifth consecutive year.
Robert DiColo named to Barron’s Top 1,200 Financial Advisors for 2016. This is his seventh consecutive year on the Barron’s list.
Robert DiColo has been promoted to Managing Director-Wealth Management
We Salute Robert DiColo named to Barron's Top 1000 Advisors
Local financial planner says to be ‘business-like’ with your personal finances
Warwick, RI - We hear every day about the sorry state of Social Security, Medicare, Federal and State …
Warwick, RI – At their annual holiday breakfast meeting, the Financial Planning Association of RI welcomed RI General Treasurer, Gina M. Raimondo, as the featured speaker. Treasurer Raimondo …
Recognized Among Rhode Island’s Top Long-Term Care Insurance Sales Professionals, Carmen Grinkis, Owner of Income Protection Partners was recognized as a leading long-term care insurance …
The La Salle Academy Alumni Speakers Program presents a discussion about wealth creation and wealth retention by two experts from Credit Suisse Securities (USA) LLC on Tuesday, March 9 at 7 p.m. in …