Gene A. Nadeau
Generations Financial Strategies, LLC
Offices:
Rhode Island:
935 Jefferson Blvd., Suite 2000, Warwick, RI 02886
Biography
Gene A. Nadeau, M.S., LUTCF is President of Generations Financial Strategies, LLC, and a proud affiliate of Independence Financial Partners. Gene is a graduate of Salve Regina University (M.S.) and Bryant University (B.S.).
Pledge
Personal goals often bridge generations. We offer clients a personal commitment to establish and maintain enduring relationships rooted in competency, privacy, trust, and above all your best interest. As a new client, expect conversations, recommendations, and choices tailored to your goals and placed in investment and/or insurance products offered by highly rated companies.
Focus
- Clients
- Investing for retirement investments & lifetime income strategies
- Investment strategy & asset diversification
- Life Insurance for family preservation and estate planning
- Disability Income
- Long Term Care funding
- Education Savings
Professional Affiliations
- Board of Directors: National Association of Insurance and Financial Advisors – R.I.
- Financial Services Institute