Thomas Robert Grilli

Citizens Securities, Inc. is a financial advisory firm located in Cumberland, RI. They offer personalized financial planning services, with a dedicated team of professionals who work closely with clients to design a comprehensive approach to their finances. Their collaborative and comprehensive process focuses on the needs and goals of individuals, families, and legacies, providing tailored advice and support as life evolves. Additionally, they offer exclusive rewards through their CitizensPlus program, providing premium benefits such as investment matches, higher savings rates, special lending discounts, and more. Citizens Securities, Inc. is committed to helping clients reach their financial goals, offering a range of advisory solutions through their Citizens Wealth Management division. With a focus on building long-term relationships, they provide expert guidance and support to navigate the complexities of financial planning, ensuring clients have the tools and strategies needed to secure their financial future.Generated from the website

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.Generated from the website

American Portfolios Financial Services is a financial firm based in Lincoln, RI, offering a range of investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, American Portfolios Financial Services strives to help clients achieve their long-term financial goals through strategic investment strategies and comprehensive financial guidance. Generated from their business information