Bulldog Financial Planning
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Bulldog Financial Planning, based in Cumberland, RI, is a fee-only financial planning company that prioritizes the needs of its clients and their families. With a fiduciary responsibility, the company offers hourly financial planning and wealth management services without any hidden incentives or extra costs.
They provide portfolio management for managed accounts, allowing direct access to the portfolio manager, as well as comprehensive wealth management services for clients seeking a fee-only full-time financial planner. Additionally, Bulldog Financial Planning offers financial planning seminars and training sessions for groups or employees, sharing their knowledge and expertise.
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