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7 results total, viewing 1 - 7

Two at Finn Wealth Management Win Awards

John Finn and Sharon Meehan were both recently recognized with the Five Star Wealth Management Award for the fifth consecutive year. More

Robert DiColo named to Barron's Top 1,200 Advisors

Robert DiColo named to Barron’s Top 1,200 Financial Advisors for 2016. This is his seventh consecutive year on the Barron’s list. More

Robert DiColo Receives Promotion at UBS Financial Services, Inc.

Robert DiColo has been promoted to Managing Director-Wealth Management We Salute Robert DiColo named to Barron's Top 1000 Advisors More

New Study Shows Americans are Unprepared for the Future

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 … More

RI General Treasurer Raimondo Speaks at Financial Planning Association Meeting

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 … More

Newport County Insurance Professional, Carmen Grinkis, PhD, CLTC Awarded 2011 Long-Term Care Insurance Sales Award

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 … More

La Salle to Host Presentation on Wealth Creation and Retention

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 … More