935 Jefferson Boulevard
SPECIALIZING INBusiness Retirement Planning Services - 401(k)Individual Retirement Strategies401(k) RolloversPersonal Consultation with a Financial Professional
YOUR FINANCIAL SOLUTIONS
Our regional New England roots make our relationships with clients have the benefits of personal service combined with access to preservation, investment and advisory products from many of the industry's most well-respected financial service companies.
Our firm has a long and results oriented track record in retirement planning for businesses and individuals. We service more than 60 retirement plans, consulting on plan design, benchmarking, investment advice, fiduciary compliance, participant outcomes and more.
our goal is to provide advisors with both the data and insights to make better informed investment decisions. our team approach allows our advisors to offer a differentiating, codified investment process to serve the best interests of our clients.
ESTABLISHED IN 1909
Rooted with an iconic American brand our firm established an office in downtown Providence over 100 years ago. Today, our full service firm serves Southern New England from its main office in Warwick, RI and a satellite office in Rocky hill, CT.
The four convenient offices in Rhode Island serve clients throughout the State and on Cape Cod.
Directions to our Main Offices
From the North or the South:
Take I-95 to Exit 13, T.F.Green AirportMerge onto the Airport ConnectorTake the Jefferson Boulevard exitTurn RIGHT onto Jefferson Boulevard (<0.1 mi)935 Jefferson Boulevard is the 3rd building on the rightOur office is on the 2nd floorQuestions? 401-732-4800
Randal S. Poirier, ChFC
Calkins Wealth Strategies
CORE FINANCIAL PARTNERS
Email: Liz@Newportcfp.com , Brian@Newportcfp.com
Beaulieu Wealth Management
Email: email@example.com | firstname.lastname@example.org | email@example.com
Take I-91 to Exit 23, West St. toward CT-3/Rocky HillFrom the South, turn LEFT onto West St. -- OR --From the North, turn RIGHT onto West St.Turn RIGHT onto Corporate PlaceTurn RIGHT into the 1st parking lot, 100 Corporate Place is the 1st buildingOur office is on the 2nd FloorQuestions? 860-529-9925