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        (401) 596-8882Visit WebsiteMap & Directions101 Franklin St Unit 2Westerly, RI 02891

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        General Info
        Findeisen Wealth Management Group (FWMG), a comprehensive financial services and wealth management firm, provides fully integrated services with a commitment to building secure, long-term relationships with our clients. We combine a unique blend of knowledge, integrity and passion in our goal to build, manage and preserve the assets of our clients in highly personalized manner.
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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Fax: (401) 596-3913

        Services/Products
        Core Investment & Insurance ManagementReview Goals and ObjectivesRisk Tolerance AnalysisInvestment AnalysisInsurance AnalysisNet-Worth AnalysisCash-Flow AnalysisAsset AllocationPortfolio RebalancingPortfolio PerformanceTax and Cost Basis ReportingFinancial PlanningFinancial Position AnalysisRetirement Need AnalysisDistribution StrategiesEducation Funding StrategiesTax PlanningProtection PlanningEstate PlanningAccount AggregationDocument VaultingComprehensive Wealth ManagementConservation of WealthGifting StrategiesTrust IntegrationCharitable Giving Tax StrategiesExecutive CompensationBusiness PlanningSecurities offered through Parkland Securities, LLC, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. DBA is independent of Parkland Securities, LLC and SPC.
        Brands
        Independent Agents
        Accreditation

        SIPCA

        NAIFA

        FINRA

        Million Dollar Round Table

        AKA

        Branden S. Findeisen

        Scott E. Findeisen

        Other Link

        FindeisenWealth.com

        Other Email

        Categories
        Investments, Financial Services, Investment Advisory Service, Life Insurance, Retirement Planning Services

        Details

        Phone: (401) 596-8882

        Address: 101 Franklin St Unit 2, Westerly, RI 02891

        Website: FindeisenWealth.com

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