Lighthouse Financial Management
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85 Beach St, Westerly, RI 02891
85 Beach St, Westerly, RI 02891
Website
EmailLighthouse Financial Management is a total-care, independent advisory firm that guides individuals and families in building, preserving and transferring wealth. Offering total wealth management services since 1999.
More Business Info
- Hours
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- Extra Phones
Fax: 401-596-3332
Phone: 401-315-2550
- Services/Products
- Portfolio management comprised of asset allocation, security and manager selection, periodic rebalancing of investments, and comprehensive quarterly performance reporting., Financial planning consultations for specific problems or concerns:, Estate planning, Risk management, Income tax planning, Retirement and employee benefits, Stock option planning, Educational planning, Individual income tax preparation provided by Stephen’s affiliated CPA firm, www.poplaskicpa.com.
- Associations
- NAPFA,AICPA,FPA
- AKA
Lighthouse Financial Management, LLC
Lighthouse Financial Mgmt
Lighthouse Financial Mgmt LLC
- Other Link
- Categories
- Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services
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