-
Mo-Fr 08:00-17:00
Store Hours:
Mon-Fri 08:00-17:00 -
Extra Phones:
Primary Phone: (401) 596-3353
Phone: (401) 315-2550 -
Categories:
Financial Planners, Financial Planning Consultants, Financial Services, Mutual Funds, Retirement Planning Services, Investment Advisory Service, Investment Management, Investments -
Services/Proucts:
Portfolio management comprised of asset allocation, security and manager selection, periodic rebalancing of investments, and comprehensive quarterly performance reporting., Financial planning consultations for specific problems or concerns:, Estate planning, Risk management, Income tax planning, Retirement and employee benefits, Stock option planning, Educational planning, Individual income tax preparation provided by Stephen’s affiliated CPA firm, www.poplaskicpa.com.