Wealth & Legacy / Wealth Management
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Wealth & Legacy / Wealth Management
The team ( left to right ): Nolin Frias , Kevin Tremor , Christopher Ricci , Harold “ Skip ” Briggs , Jr ., Kimberly DeAngelis , Dawn Filliatreault Wood , Candace Furtado
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BRIGGS ADVISORY GROUP
24 Albion Rd . Suite 440 Lincoln , RI 02865 401-334-3400 briggsadvisory . com
Briggs Advisory Group works with many families and individuals that are retirees , professionals , business owners and trustees , both locally and throughout the country . Briggs Advisory Group works in conjunction with clients ’ legal and tax professionals so their financial plans are implemented , and carried out in a costeffective , tax-efficient and coordinated manner .
The team ( left to right ): Nathan Beauvais , EA , CFP ® , CIMA ® ; Steven Beauvais ; Donna Sowa Allard , CFP ® , AIF ® ; Donald Sowa , CFP ® , AIF ® ; Daniel Sowa .
SOWA FINANCIAL GROUP
24 Albion Rd . Suite 340 Lincoln , RI 02865 401-434-8090 sowafinancial . com
Donald Sowa has spent thirty-two years growing Sowa Financial Group into one of the region ’ s most respected names in personal finance by emphasizing a dedication and compassion for the families he serves . “ I can think of no better future for the firm that I ’ ve built than to watch my values and experience live on through the work of my children .”
Independence . Earned . Not Given .
Banking designed for the self-made teen .
Enroll in a digital-focused Embark Account with as little as $ 10 and enjoy :
· NO FEES *
· Mobile Deposits & Alerts
· Card Controls
· Money Management
Learn more at NavigantCU . org or by calling 401-233-4700
* Fees may apply to out-of-network ATMs . Primary members 13-17 years old require a parent or guardian as a joint owner on the account . When the primary member turns 22 years old , the account will automatically switch to a Journey Rewards Checking account or an equivalent account type offered at that time . Bill Payment , Pop Money and EFT only available for members 18 years of age and older . This account will not be eligible for overdraft privilege . There are no Insufficient Funds ( Returned or Paid ), or Uncollected Funds fees . Federally Insured by NCUA .
RHODE ISLAND MONTHLY l AUGUST 2023 153