Roosevelt Investments

Founded in 1999 Cornerstone (CIS) is unique among money managers in that we have our own research analyst on staff. Founder and Chief Investment Strategist, John Riley, is also a Registered Research Analyst. This distinction ensures that CIS investment strategies are based on our own market research. We are not dependent on outside market research as many investment advisors are.

Eagle Island Investment Group is a financial services firm based in Providence, RI, specializing in wealth management and investment advisory services. With a focus on personalized financial planning and strategic investment solutions, Eagle Island Investment Group aims to help clients achieve their long-term financial goals. Generated from their business information

Elizabeth Hegarty serves as a Private Client Relationship Manager at Citizens Private Client, where she and her dedicated advisory team assist clients in navigating their financial journeys. They focus on creating comprehensive financial plans tailored to individual needs, ensuring ongoing support as clients' lives evolve. Citizens Private Client offers customized financial planning, exclusive rewards, and premium benefits through Citizens Plus, providing clients with a collaborative approach to achieving their financial goals. The team includes certified financial planners and specialists committed to understanding the unique situations of clients and their families. Generated from the website