Finn Rodriguez & Washburn

LPL Financial, situated in Middletown, RI, operates as an independent broker-dealer, specializing in a wide range of investment products and advisory services tailored to financial advisors, institutions, and registered investment advisors (RIAs). By equipping their partners with cutting-edge resources and technology platforms, they enable the delivery of customized financial advice to clients. Emphasizing compliance oversight, practice management, and advanced technology services, LPL Financial is dedicated to supporting advisors in their quest for efficient client engagement. At the heart of their mission lies a commitment to enhancing the effectiveness and autonomy of financial advisors navigating the intricate realm of financial services. With a focus on promoting advisors' productivity, accuracy, and independence, LPL Financial stands out as a key player in empowering professionals to thrive in the dynamic landscape of wealth management. Positioned in Middletown, RI, LPL Financial remains a cornerstone for advisors seeking to elevate their practice through tailored support and innovative solutions. Generated using this brand's available information

Life is change, but financial planning thrives on preparation. Uniting decades of individual experience, John Finn and Sharon Meehan combined their expertise to deliver a truly personal investing experience. In founding Finn & Meehan Wealth Management, they sought to provide answers to clients’ most pressing questions: Do I have enough? Will it last? Can I sustain and enhance my quality of life? As your advocate, we are driven to create strategies that take the guesswork out of your financial life and seek to strengthen your future.

“Our goal is to minimize the stress and help to maximize your success.” For more than 30 years, James Crosson has helped individuals, companies and charitable organizations alike make decisions that create value and manage risk. He works with a broad range of clients and tailors his services to their investment objectives. Jim focuses on planning for life changes; such as: retirement, divorce, loss of a loved one, or asset sales. He can help make these transitions smooth with sustainable long-term strategies.