Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Paul Petronelli (CRD# 3138832) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Dartmouth, MA and has over 18 years of experience in the finance industry.
Brad Valois (CRD# 5918311) is a Financial Advisor affiliated with Baystate Financial and Baystate Wealth Management located in Rhode Island. He has over 5 years of experience in the securities and insurance industry. He is also enrolled in the Certified Financial Planner canidate program at Bryant University.
When it comes to finding financial advice, you need wisdom and guidance. Most importantly, you want to ensure the advice you receive will address your greatest financial needs Now and in the Future. There are 8 common issues that affect every client at some time in their lives:
Erik Manchester (CRD# 5883957) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 6 years of experience in the finance industry.
Jane Abbott (CRD# 1763465) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 29 years of experience in the finance industry. Jane Abbott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.