Edward Jones Investments

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

GPS Investment Advisors in Providence is an independent retirement plan consulting services firm that advises on plans for tens of thousands of employees, focusing on their retirement aspirations. They assist plan sponsors in comprehending and fulfilling their fiduciary duties towards their plans, employees, and beneficiaries. The firm at GPS Investment Advisors in Providence supports clients in understanding and addressing their fiduciary responsibilities, ensuring that retirement plans align with the goals and needs of employees and beneficiaries. With a focus on independent consulting services, they strive to guide plan sponsors towards successful retirement outcomes for all involved parties. Generated from their website's infomation

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.