Preston Guliano Capital Partners

SK Wealth Management in Providence, RI is an independent wealth management firm founded by Jason E. Archambault, CFP, CPA PFS. They offer fee-only financial planning and investment management services, focusing on making critical financial decisions today and tomorrow with a personalized approach. With a team of credentialed professionals, SK Wealth emphasizes active financial planning to balance risk and possibility, integrating impact investing methods to align investments with clients' values. Their Retirement Guidepath process supports companies in building a strong company culture through well-designed and supported retirement plans for employees.Generated from the website

Oppenheimer & Co Inc is a financial services firm based in Providence, RI, specializing in investment banking and wealth management services. With a focus on providing personalized financial solutions, Oppenheimer & Co Inc serves a diverse clientele seeking expert advice and guidance in navigating the complexities of the financial markets. Generated from their business information

Welcome to Merrill Lynch in Providence, RI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.