Rolli Financial

Brown Advisory Group, headquartered in East Providence, RI, provides comprehensive investment and wealth management solutions. As trusted financial planners, we offer expert guidance in financial and retirement planning, helping clients secure their future. Our experienced professionals provide personalized strategies to grow and protect your assets. We offer a wide range of services including retirement, estate, and long-term care planning, as well as tax-reduction strategies and charitable planning. Our team works closely with you to develop customized investment services and financial strategies aligned with your goals, ensuring your wealth works efficiently for you and your chosen causes.

Detwiler Fenton & Company, also known as DFC, is a financial institution that offers a range of wealth management and investment brokerage services. Founded in 1962, the company serves customers in the Northeast. Its channel research analysts are located in Boston, New York and San Francisco. The company serves customers in the technology and consumer markets. It has an alternative investments group that has experience in recapitalizations, roll-ups and distressed asset investments. The company s clients include institutional and individual investors. Detwiler Fenton & Company is a wholly owned subsidiary of Detwiler Fenton Group, which is a publicly traded holding firm.

Compass Working Capital is a nonprofit financial services organization based in Boston, dedicated to empowering families with low incomes to build assets and enhance their financial capabilities. Through their innovative programs, Compass Working Capital aims to provide a pathway for these families to achieve greater economic opportunities and break the cycle of poverty. Generated from their website's infomation