The Retirement Planning Company Of New England, Inc.

The Retirement Planning Company Of New England, Inc. (CRD# 108705) is a financial advisory firm headquartered in Warwick, RI. They manage $228,244,200 in 1,216 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    1,216
    ACCOUNTS
  • Average Account Value
    $187,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, FL, MA, NC, NH, RI, TX, VT

Financial Advisors at The Retirement Planning Company Of New England, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David W. Allaire
CRD#: 1906408
1287 Post Road, Warwick, RI 02888

David Allaire (CRD# 1906408) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 35 years of experience in the finance industry.

2
Sotirios M. Pappas
CRD#: 3203303
1287 Post Road, Warwick, RI 02888

Sotirios Pappas (CRD# 3203303) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 24 years of experience in the finance industry.

3
Scott B. Seidman
CRD#: 1247353
1287 Post Road, Warwick, RI 02888

Scott Seidman (CRD# 1247353) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Warwick, RI and has over 39 years of experience in the finance industry.

4
Edward Viar
CRD#: 4575998
1 Richmond Square, Providence , RI 02906

Edward Viar (CRD# 4575998) is an Investment Advisor Representative working at The Retirement Planning Company Of New England, Inc. in Providence , RI and has 1 year of experience in the finance industry.

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