Putting
people first.
Get to know our leadership team
Leadership at the Tri-Harbor Financial Group – Providence office is dedicated to doing good for our clients, employees and community.
My team and I specialize in wealth accumulation, protection and distribution. Our commitment to our clients is to understand their needs, keep up to date and fully educated on all areas related to comprehensive financial planning. We take a holistic approach to building this relationship and implement a strategy...
My team and I specialize in wealth accumulation, protection and distribution. Our commitment to our clients is to understand their needs, keep up to date and fully educated on all areas related to comprehensive financial planning. We take a holistic approach to building this relationship and implement a strategy dovetailed to your most important goals and objectives.
My mission is to help professionals establish comprehensive and holistic plans for themselves and their families. In a modern age of financial stress, lack of pensions and complex investing & insurance markets, I am able to simplify these complexities into a single plan with a direction toward a secure futur...
My mission is to help professionals establish comprehensive and holistic plans for themselves and their families. In a modern age of financial stress, lack of pensions and complex investing & insurance markets, I am able to simplify these complexities into a single plan with a direction toward a secure future.
