BALANCE WEALTH ADVISORS
559 South Water Street, Providence, RI 02903
Since 1991
College Savings, Defined Benefit, Retirement and Solo K Plans, Common Stocks, Life, Long-Term-Care and Disability Income Insurance, Mutual Funds, Exchange-Traded Funds, Variable, Fixed and Immediate Annuities, Traditional and Educational IRA, 401K, 529 and 403B Planning, Estate, Money Purchasing & Profit Sharing Plans
Serves also in Wellesley ● Focuses on areas that include investments, covering the essentials, wealth preservation & tax planning strategies ● Provides with straight forward personal advice in details beyond your portfolio ● Offers their investment advisory services are available to individuals, high net worth clients, families, trusts, estates, endowments, charitable organizations
TBR® Inspection Report
STRATEGICPOINT INVESTMENT ADVISORS
294 West Exchange Street, Providence, RI 02903
Since 1989
Investment and Portfolio Management, Disability, Life and Long Term Care Insurance, Asset Allocation, Annuities, Roth IRA or Trust Account, Risk Tolerance, Financial Planning, Insurance Needs, Estate & Wealth Strategies
Specializes in 401K planning services ● Offer their holistic approach integrates your investments with financial planning techniques to help guide you towards financial independence ● Your dedicated team of financial professionals
TBR® Inspection Report
THE VIRTUS GROUP FINANCIAL AND INSURANCE SERVICES, INC
10 Memorial Boulevard, Suite 903, Providence, RI 02903
Since 2001
Portfolio and Risk Management Strategies, Financial Planning, Strategic Financial Plan Design, Variable Annuities, Individual Managed Accounts, Long Term Care and Disability Income Insurance, Roth, Traditional, Simple and Sep IRA, 529 College Savings Plans, Portfolio Diversification, Qualified & Non-Qualified Retirement Plans
Expertise in build a solid foundation with each of their clients ● They focus on assisting you in managing the risks associated with taxes, inflation, market fluctuations, and varying economic conditions ● Offers defined benefit, 457, 401k and profit-sharing plans