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.

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.

Founded in 1977, by Gary and Myrna Kwasnecha, Financial Services Group (FSG) is a wholistic Financial planning, Insurance and Investment Management firm built on a rich history of strong client engagement and high levels of customer service. FSG employs 12 people, including 7 advisors and 5 support team members. FSG serves over 1,200 client households, manages over 500 million of investment assets and its advisors have delivered over 40 million worth of Life and Critical Illness Insurance claims to our clients' beneficiaries. FSG is located in the heart of Leduc, Alberta, and we serve clients located throughout Alberta, British Columbia and Ontario. FSG’s sister company, Get Benefits (Kinasewich Benefits Consulting), specializes in group benefits and retirement plan consulting and brokerage. Please visit www.GetBenefits.ca for more information.

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

Whatever your personal goals may be, we will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. Our investment advice and strategies are guided by understanding your life’s goals, risk tolerance, time horizon, and liquidity needs. When you succeed, we succeed.