Oceanstate Financial Services

Oceanstate Financial Services A CERTIFIED FINANCIAL PLANNER™ working with families and businesses to achieve financial independence

I am committed to building long-term relationships with my clients and helping them reach their goals is
my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build
financial freedom for my clients

I am licensed to sell insurance in: RI, MA, NH, CT, FL, MD, NC, PA, SC, UT, VT

I am a registered representative of and offer securities and investment advisory ser

vices through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500

06/01/2026

The gap between marketing dashboards and boardroom decisions is behavioral, not strategic. Here's how to close it.

05/29/2026

Because of your chat history, AI may keep offering you advice based on information that may be dated—or wasn’t even about you in the first place.

05/27/2026

Most organizations think they have an AI ex*****on problem, but the real issue is leadership hesitation around tradeoffs, ownership and the willingness to decide what actually matters.

05/25/2026

As student expectations evolve, universities have an opportunity to rethink enrollment strategies and create more responsive, student-first experiences.

05/22/2026

The Iran war has affected businesses across sectors, from retail to advertising. Its impacts are starting to show up in earnings calls. Here's what top CEOs and execs are saying about the impact of the Iran war on the business world.

05/20/2026

Many workers’ retirement balances trail the value of their vehicles. On average, no age group has reached even 25% of common retirement savings targets.

05/18/2026

As the country approaches its 250th anniversary, the cycle of invention to reinvention is under strain — and under a global microscope. The question for the next 250 years is whether America can close the gap between what it discovers and what it builds, before others do it first.

05/15/2026

The airline’s demise means higher costs for consumers, but also opportunities for investors.

05/13/2026

First-quarter earnings-per-share beats are tracking at 5% above consensus estimates, higher than the 3% average going back to 2001, according to BofA Global Research.

05/11/2026

Mother’s Day can bring up difficult emotions. Here’s how to find real relaxation and restoration, according to psychologists.

Address

301 Metro Center Boulevard, Suite 205
Warwick, RI
02886

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

Website

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