CCR is a wealth management firm that provides thorough, customized financial planning solutions and strategic, disciplined portfolio management to individuals, corporations and institutions. Our team is your personal advisor, empowering you with long-term wealth strategies, individualized financial plans, insurance strategies including group health & life insurance, and strategic investment management solutions to help you achieve both short term and lifelong goals. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. CCR Wealth Management and Cetera are affiliated. Cetera is under separate ownership from any other named entity. 1800 West Park Drive, Suite 150 Westborough, MA 01581 Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. 1800 W Park Dr, Suite 150, Westborough, MA 01581 / 72 Queen St, Southington, CT 06489 / 9 Bryan Hall Plaza, Washington Depot, CT 06794 / 1000 SE Monterey Commons Blvd Suite 302, Stuart, FL 34996 / 583 Chestnut St, Unit 6 Lynn, MA 01904 / 6 Executive Park Drive, Suite A Clifton Park, NY 12065 / 6636 Main Street, Suite 4 Williamsville, NY 14221 / 2415 Carter Lane, Suite 101 Columbia, MO 65201

Corrigan Financial is an independent Wealth Management firm based in Rhode Island. We provide financial planning advice and investment management services to over 900 clients nationwide and have over $950,000,000 in A.U.M.. We are currently in our 34th year in business; we understand the importance of having a financial team you can trust—a team that not only helps manage your assets, but also provides you with a better understanding of your finances and guides you toward a more secure financial future.

We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island - a wonderful place to live, work, and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would always come first. The vision was to create a firm of the highest caliber, working to maintain a level of expertise that is among the top in the industry. Our knowledge, professionalism, and personal relationships would allow us to serve well. We are proud that Professional Planning Group is now an independent Registered Investment Advisory firm, working with clients throughout Rhode Island, Connecticut, and surrounding areas. We provide a comprehensive suite of wealth management services to the individuals, families, foundations, endowments - and neighbors - we serve. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Professional Planning Group. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Professional Planning Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm; https://www.ppgadvisors.com/

Private Wealth Management Business.

Barrett & Company is a full service investment firm. The firm was founded in Rhode Island in 1928 and continues today to be managed by the same founding family. Barrett & Company proudly remains one of the oldest independent firms in the Country today. Our Philosophy~ We believe every successful investment portfolio is built on a foundation of solid, personalized financial advice and guidance. At Barrett & Company we apply this strategy in a twofold process; our consistent focus and support in assisting our clients create and maintain a clear financial strategy, along with applying an active opportunistic investing approach, utilizing a wide range of financial products, to provide our clients the opportunity to reach their unique goals. Our commitment to your financial success is why we have been in business for over 85 years... For more information and disclaimers, please visit us at: http://www.barrettandcompany.com

For over a decade, SHP Financial has helped individuals and families plan for financial independence in retirement. As Investment Advisor Representatives we’re legally bound to work with the highest integrity and transparency and to always put your needs above all else. Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC-registered investment advisor. Insurance sales are offered through SHP Financial, LLC. These are separate entities. This platform is solely for informational purposes. Advisory services are only offered to clients with an Advisory Services Agreement and proper disclosures delivered. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way.

Boutique Wealth Management office providing personalized financial advice to high net worth individuals and their respective families and businesses.

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t. And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist. Our clients’ successes are built on exceptionally personal experiences that embody a “hands-on” approach, and a time-tested investment methodology. The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success. If there is one promise that we will make to you, it is this: we will do whatever we can to hold you to your commitment to stay the course. It begins with asking you to share with us your most cherished goals, and walking with you as you work toward achieving them. At times we may share some hard truths with you. We will also stand by your side and support you when you are most susceptible to making emotional decisions that are not for your long-term benefit. In fact, that is when we can be of greatest value to you: by helping you avoid the ‘one big mistake’ that may derail your entire financial plan.

Delivering comprehensive trust and estate strategies through financial modeling, investment solutions, and continuity of coverage helping high net worth clients achieve financial comfort and freeing up their most precious commodity: time. Investment advice is only offered to clients or prospective clients where Pallas Capital Advisors, LLC, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors, LLC, unless a client service agreement is in place.

Asset Strategy (A|S) is an SEC-registered investment advisor and fiduciary wealth manager. Helping you Create, Manage, Protect & Distribute Wealth™ We are an independent consulting & wealth management advisory firm that was created to service the unique needs of our clients. For more than three decades, the Asset Strategy network of companies has been providing impartial investment and risk management services to help ensure financial wellness to a wide array of investors. Asset Strategy assists clients with managing the risk and responsibility of investment programs and helping individuals achieve successful financial outcomes. As fiduciaries, Asset Strategy Advisors, our registered investment advisory firm, has built relationships on the bedrock of trust and confidence that are backed up with a responsibility to always put our client’s interests above all else. Our mission is to help our client’s achieve the desired financial and lifestyle goals they have been diligently working towards. As your trusted financial partner, we remain steadfast in our commitment to you and utilize all of our vast resources and experience to help you achieve your goals. https://assetstrategy.com/disclosures/linkedin-disclosure/

After college, our founder, Stacy Havener, took a job with her high school soccer coach—a $1B small cap equity manager—to help him launch a new fund. Her goal wasn’t to build a career on Wall Street; it was to earn enough money to pay for grad school to become a professor. Stacy was a writer, a poet, a storyteller—not a fancy financier. She was a blue-collar kid from a working-class town who got the “wrong” degree from the “wrong” school. She didn’t belong on Wall Street... It turns out that in an industry full of men who love numbers, there was a place for a girl who loved words. After helping her soccer coach launch and grow a new fund to $500mm in two years, she joined a third-party marketing firm as the first employee and continued to raise money for investment boutiques. She launched or restructured over 25 funds and raised over $5B over the next seven years. Stacy launched Havener Capital Partners to help start-ups, new funds, and boutiques—the “underdogs” of the investment world—using her unique approach to raising money. Since the firm’s founding in 2010, Stacy has been breaking down the repeatable process behind her success, developing the Billion Dollar Blueprint™, a sales and marketing framework for boutiques built around two core components: authenticity and storytelling. Havener Capital Partners is now regarded as one of the leading independent sales and marketing firms in financial services. Our proprietary framework helps investment boutiques find their target investors and grow their AUM, in spite of the industry dynamics favoring the “bigs.” We are here for the challenge, though. Our Blueprint has now raised $8.5B, which has led to $30B in follow-on AUM... and we’re just getting started. An Institutional Division of Compass Securities Corporation, member FINRA SIPC 50 Braintree Hill Park, Suite 105, Braintree, MA 02184, Tel: (781) 535-6083