Roberts Joseph P Jr

Washington Trust, a full-service financial institution located in Wellesley Hills, MA, offers a comprehensive suite of personal and commercial banking products, including mortgages, home equity loans, checking and savings accounts, and credit cards. Established to serve the community, Washington Trust strives to provide trusted financial advice and local banking solutions tailored to meet the needs of its clients. In addition to its banking services, Washington Trust emphasizes community support and engagement through various programs, offering financial wellness resources, investment solutions, and commercial financing options. Known for its commitment to affordable housing and first-time homebuyer initiatives, the bank continues to expand its reach and services within the Rhode Island region. Generated from the website

International Planning Group (IPG) is a global leader in wealth planning and management, boasting over 40 years of experience and more than $50 billion in client coverage. The firm specializes in creating custom solutions designed to preserve, protect, and transfer clients' wealth in a compliant and efficient manner, regardless of the client's location or asset types. With a strong foundation in banking, law, tax, insurance, and fiduciary services, IPG's professional team supports a diverse client base, including private banks, family offices, and independent advisors. The firm operates multiple strategically important companies across various jurisdictions, ensuring compliance with relevant insurance and tax laws. Generated from the website