SPECIAL PROMOTION
FACES of
Rhode
FACES of
Island
Rhode
Island
★ 2023 ★
★ 2023 ★
THE FACES OF
STRATEGIC FINANCIAL PLANNING AND INVESTMENT ADVICE BeaconPoint Wealth Advisors
A financial advisory practice of Ameriprise Financial Services , LLC
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 .
Left to right : Christopher Medeiros , Financial Planner ; Carrie A . McPherson , CRPS ®, CDFA ®, ChSNC ® Financial Advisor , Certified Divorce Financial Analyst ®; Marie J . Davidson , Client Service Associate ; Ed Pontarelli Jr ., CRPC ®, APMA ® Financial Advisor , Managing Director , ( not pictured ) Marianne Cooper , Operations Manager .
1 Citizens Plaza , Suite 610 , Providence , 401-824-2557 , ameripriseadvisors . com / team / beacon-point-wealth-advisors
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 . © 2022 Ameriprise Financial , Inc . All rights reserved . PAID ADVERTISING
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