SPECIAL ADVERTISING SECTION WEALTH MANAGERS — INVESTMENT PROFESSIONALS
Michael Langlois MBA , Principal , CERTIFIED FINANCIAL PLANNER™ , Lic . 1224837
Derek D . Doo AIF ®, PPC™ , CPFA ®, Managing Partner
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Strategic Financial Group |
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11
YEAR WINNER
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55 Bald Hill Road Cranston , RI 02920 Phone : 401-463-3150 Fax : 401-463-3151 mlanglois @ rifinancialplanner . com www . rifinancialplanner . com
Simplifying Your Financial Life
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11
YEAR WINNER
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690 Douglas Pike Smithfield , RI 02917 Phone : 401-735-4500 derek . doo @ wcipllc . com www . wcipllc . com
Integrity , Honesty and Personalized Approach
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• Dedicated , seasoned advisor building a custom , all-weather financial plan for you
• Cutting-edge financial technology with alternate solutions
• Personalized service that is proactive and responsive to your personal goals
Michael Langlois has been a trusted financial advisor and coach since 1982 . He will help you develop an easy-to-understand financial action plan that streamlines how much money you will need to retire and how long your money will last . Today ’ s retirement is not normal . Let the indispensable value of an independent , respected and experienced advisor map your retirement path .
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, Certified finanCial Planner™ , and the CFP ® mark ( with plaque design ) in the U . S . Securities and Investment Advisory service offered through Geneos Wealth Management , Member FINRA / SIPC . Strategic Financial Group is a Registered Investment Advisor .
FIVE STAR WEALTH MANAGER AWARD WINNER
• Registered Investment Advisor
• Comprehensive financial planning
• Customized , personal service
Derek builds client relationships based on trust , competent professional advice through continual communication and prompt personal service . He assists clients in setting financial goals , monitoring these goals and providing ongoing communication throughout the process in pursuit of these goals .
Securities offered by a Registered Representative of Private Client Service , Member FINRA / SIPC . Advisory products and services offered through WealthCare Investment Partners LLC , a registered Investment Advisor . Private Client Services and WealthCare Investment Partners are unaffiliated entities .
FIVE STAR WEALTH MANAGER AWARD WINNER
12
YEAR WINNER
• Retirement
• Investing
• Business planning
Louis Goldman Financial Advisor
1 Financial Plaza , Suite 1900 Providence , RI 02903 Phone : 401-276-5925 louis . p . goldman @ ms . com www . morganstanleyfa . com / louis _ goldman
I can help you define and strive to meet your goals by delivering a vast array of resources to you in a way that is most appropriate for your investment and what you want to achieve . Working together , I can help you preserve and grow your wealth . With me as your financial advisor , you will have access to some of the world ’ s most seasoned investment professionals .
© 2024 Morgan Stanley Smith Barney LLC . Member SIPC . CRC 6024588 10 / 23 . FIVE STAR WEALTH MANAGER AWARD WINNER
“ Remember your goals and don ’ t let emotions make the decisions .”
— Five Star award winner
Continued from FS-1
All award winners are listed in this publication .
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Wealth Manager
John Domenic Alessandro LPL Financial
Jason Eric Archambault SK Wealth Management LLC
Brian Andrew Argiro Citizens Securities , Inc .
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Robert Nicholas Auclair Balanced Wealth Management , LLC
Peter W . Bazirgan Ameriprise Financial Services , LLC
Richard Philip Beaulieu Independence Financial Partners
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Oliver Brady Ameriprise Financial Services , LLC |
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Edmund John Brock Ameriprise Financial Services , LLC
Stephen Ray Bucknam Ameriprise Financial Services , LLC
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Michael David Carano Carano Financial Strategies LLC
Richard Gerard Carriere Morgan Stanley
Mark Harriman Chafee Brown Lisle / Cummings , Inc .
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Joseph T . Conaty Jr . Ameriprise Financial Services , LLC
Daniel Gerard Corrigan Corrigan Financial , Inc .
Brian Norman Corriveau WealthCare Investment Partners
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completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode Island-area YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 12 / 1 / 21 , 3 / 29 / 21 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ assets . The as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
LEARN MORE AT FIVESTARPROFESSIONAL . COM — FS-15