Oceanstate Financial Services

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

11/02/2026

Adjustable-rate loan costs are jumping for some, and everything from property taxes to insurance is getting more expensive

10/30/2026

A simple four-part motto is said to have guided many through the Great Depression: “Use it up, wear it out, make it do, or do without.”

10/28/2026

It's time to start thinking about travel and vacation for next year, and National Geographic has picked these 25 Places they think you should visit in 2027.

10/26/2026

The AI safety industry is attracting a slew of funds to save the world, but not enough people to do the job.

10/23/2026

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10/21/2026

A U.S. trade pact with Europe could encompass friendly democracies and revive the old alliance.

10/19/2026

Gen Z is saving and investing earlier than ever. So why are they so crippled by money fears?

10/16/2026

Most social posts reach just 3% of your followers. What a small business newsletter can do that social media can't, from reach to lasting loyalty.

10/14/2026

Investopedia’s exclusive analysis shows that the “American Dream” is 4% more expensive than it was a year ago.

10/12/2026

As autumn days become shorter, 10 brain health habits keep your thinking sharp and give your brain the same care you give to your heart, lungs and digestive health.

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

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