SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
BANKRI INVESTMENT SERVICES
Alan is celebrating his fourteenth year at BankRI Investment Services and holds a FINRA Series 7 General Securities Representative registration , a Series 66 Uniformed Combined Registered Investment Advisor registration through Commonwealth Financial Network ® , and a Life , Accident and Health Insurance producer license in RI and MA . He also maintains a Certified Retirement Planning Counselor ® ( CRPC ® ) designation from the College of Financial Planning and he has received the Five Star Wealth Manager
ALAN J . TESTA , CRPC ® , Senior Financial Consultant
One Turks Head Place Providence , RI 02903 401-574-1348 bankri . com atesta @ bariinvestments . com
Award from 2015 through 2022 . With seventeen years of experience in the industry , Alan understands that there is no one-size-fits-all solution and that the unique circumstances and objectives of each customer dictate both the method of investing and the types of vehicles chosen to pursue them . He offers high-touch personal investment counseling for individuals and businesses , working closely with every client to find a strategy that specifically fits their needs .
2015-2022 Five Star Wealth Manager Award , created by Five Star Professional . The 2022 award was presented in November 2022 based on data gathered within 12 months preceding the issue date . 648 advisors were considered , 130 advisors were recognized . Advisors pay a fee to hold out marketing materials . Not indicative of advisor ’ s future performance . Your experience may vary . For more information , please visit www . fivestarprofessional . com .
PAID ADVERTISEMENT
BEACONPOINT WEALTH ADVISORS
A FINANCIAL ADVISORY PRACTICE OF AMERIPRISE FINANCIAL SERVICES , LLC
1 Citizens Plaza , Suite 610 Providence , RI 02903 401-824-2557 ameripriseadvisors . com / team / beacon-point-wealth-advisors
MARIE DAVIDSON
Client Service Associate
ED PONTARELLI JR ., CRPC ® , APMA ® , Financial Advisor , Managing Director
CARRIE A . MCPHERSON , CRPS ® , CDFA ® , ChSNC ®
Financial Advisor , Certified Divorce Financial Analyst ®
MARIANNE COOPER , Operations Manager ( not pictured )
Ameriprise Financial cannot guarantee future financial results . Ameriprise Financial , Inc . does not offer tax or legal advice . Consult with a tax adviser or attorney . Investment products are not insured by the FDIC , NCUA or any federal agency , are not deposits or obligations of , or guaranteed by any financial institution , and involve investment risks including possible loss of principal and fluctuation in value . Investment advisory products and services are made available through Ameriprise Financial Services , LLC , a registered investment adviser . Ameriprise Financial Services , LLC . Member FINRA and SIPC . © 2023 Ameriprise Financial , Inc . All rights reserved . PAID ADVERTISING .
152 RHODE ISLAND MONTHLY l AUGUST 2023
As specialists in entrepreneurial and comprehensive financial planning , our mission is to help you determine what is most important to help navigate your complex financial needs . Our goal is to build a lifelong financial advisory relationship by providing personalized , specific and actionable recommendations , customized to meet our clients ’ needs and goals throughout every stage of life . In aligning your life goals with your financial objectives , we can help you develop a healthy balance among your personal and financial resources throughout your life . A commitment to communication is a top priority of ours because it is crucial to success . An open exchange of ideas between a client ’ s trusted advisers is the key to achieving success . Therefore , we can work with you and your trusted professionals to bring together a valued experience for a common goal : your financial future . We focus on integrating key areas , including investment planning , asset protection through insurance , resource management , business succession and estate and legacy planning strategies .