(401) 727-4100|Hours: M-F, 9 a.m. to 5 p.m.

financial planning

After the Purchase: Financial Planning for Realtors

Improve how you leverage real estate investments, increase your net worth, and achieve financial independence. This Zoom webinar is designed for realtors with at least three years of career experience (part- or full-time). Participants will receive two Rhode Island CE credits upon completion. Instructed by Jack Trevor, a Certified Financial Planner™ and independent advisor with [...]

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After The Purchase: Financial Planning for Realtors

Improve how you leverage real estate investments, increase your net worth, and achieve financial independence. This Zoom webinar is designed for realtors with at least three years of career experience (part- or full-time). Participants will receive two Rhode Island CE credits upon completion. Instructed by Jack Trevor, a Certified Financial Planner™ and independent advisor with [...]

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Read More

Contact Us

(401) 727-4100

Hours: Monday-Friday, 9 a.m. to 5 p.m.

Where We Work

Our offices are conveniently located in Warwick and Cumberland, Rhode Island – easily accessible for clients in-state, as well as those from central, eastern and southeastern Massachusetts.

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