SPECIAL PROMOTIONAL SECTION
Wealth & Legacy/ Investment Advisory Services
SOWA FINANCIAL
GROUP, INC.
14 Breakneck Hill Road, Suite 202
Lincoln, RI 02865
401-434-8090 sowafinancial.com
“I think investors often feel that
they are fit into a box, ‘Based on
your answers to these five criteria,
this is the type of investor you are,
and these are your options.’ I’ve
always felt that people deserve to
be treated as individuals, with an
investment portfolio and financial
plan that reflects a deeper understanding
of the client.” Don Sowa
founded Sowa Financial Group
over a quarter century ago to offer
independent investment advisory
services to individuals looking
for a more personalized approach
to financial planning. Since then,
Sowa Financial Group has helped
thousands of families financially
transition through times of growth,
economic recession and major life
events to retire with confidence.
With two generations of CFP ®
professionals carrying on his
legacy, today Don continues his
mission to educate and empower
investors to achieve financial
resilience in their lives.
DONALD J. SOWA, CFP ® , AIF ®
President, CERTIFIED FINANCIAL PLANNER™ Professional
The financial professionals of Sowa Financial Group, Inc. offer securities through
Commonwealth Financial Network®, member FINRA/SIPC. Sowa Financial Group, Inc.
is a Registered Investment Adviser. Advisory services offered through Sowa Financial
Group, Inc. are separate and unrelated to Commonwealth.
Wealth & Legacy/Wealth Management
ROCKLAND TRUST INVESTMENT
MANAGEMENT GROUP
10 Memorial Blvd. Providence, RI 02903
781-982-6523 RocklandTrust.com/Wealth&Investments
At Rockland Trust Investment
Management Group (IMG) we
provide comprehensive wealth
management through a personal
approach designed to fully
understand where you are now,
where you want to go and what
you will need to get there. We help
guide our clients through times of
uncertainty and times of need by
helping them make good financial
decisions that protect their shortand
long-term goals. That is why
we build your team thoughtfully,
carefully selecting the individuals
with the expertise you need today
and with the flexibility to add new
team members or capabilities as
your needs evolve tomorrow. We
combine the extensive resources
and expertise of a large institution
with the deeply personal service
you expect from a community
bank. At IMG, our mission is to
offer you more than you expect—
but just what you need.
IMG team members from left to right:
WILLIAM (BILL) MAHONEY, CFP ® , Vice President and Financial Consultant
GARY FRIEDMANN, CFA, CFP ® , Vice President and Portfolio Manager
PETER COSTA, Vice President, Premier Product Account Manager
JUNE ZITO, Vice President and Relationship Manager
SUSAN DEWSNAP, CFP ® , Vice President and Relationship Manager
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