Financial Services
Di Palma & Associates
Paul J. Di Palma MS, CFP®, ChFC®, CLU®, CRPC®, CLTC® Email: paul.j.dipalma@ampf.com
Financial Advisor, President Website: www.ameripriseadvisors.com/paul.j.dipalma
Di Palma & Associates | A financial advisory practice of Ameriprise Financial Serivces, Inc.
1000 Chapel View Blvd.,Suite 250, Cranston, RI 02920
Telephone: (401) 946-9905 ext. 114
Fax: (866) 256-0176
1130 Ten Rod Road, Suite D203, North Kingstown, RI 02852
Telephone: (401) 946–9905 ext. 114
Fax: (866) 256-0176
Many of my clients are seeking to create wealth and financial freedom and need to create a personal financial plan to pursue this goal. That’s where I can help, by structuring a plan designed to achieve your financial goals. Financial priorities differ from person to person. They can also differ from year to year. We think it’s important to have a financial plan that’s tailored to your needs and has the flexibility to evolve with you. We take a comprehensive apporach to financial planning, based on an ongoing relationship. That’s how we get to know you personally: your goals, your worries and your dreams, Then we draw on our experienced guidance to help you develope a financial plan and to find a broad range of financial solutions to meet your needs. Life is full of surprises and opportunities. We can help prepare you for what’s next.
An Ameriprise Financial Franchise. Ameriprise Financial Services, Inc. offers financial advisory services, investments, insurance and annuity products. RiverSource® Columbia Management products are offered by affiliates of Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Bookkeeping Resources
Joanne M. Resnick Email: info@bookkeepingresources.com
Advanced Certified QuickBooks ProAdvisor Website: www.bookkeepingresources.com
Telephone: (401) 273-0677 Ext.1
Fax: (401) 273-8829
Joanne Resnick, owner of Bookkeeping Resources, has 35 years of experience as a Professional Bookkeeper and is dedicated to providing small to midsize businesses with the highest standard of professional bookkeeping services. As an Advanced Certified QuickBooks ProAdvisor, she also offers QuickBooks setup & training, and specializes in QuickBooks troubleshooting as needed, all at affordable rates.
MassMutual/Legacy Financial Group, LLC
Clarise A. Brooks Email: clarisebrooks@finsvcs.com
Telephone: (917) 208-1380 Website: www.massmutual.com
Location: 10 Charles Street, Suite 201, Providence, RI 02904
Do you really know what kind of personal insurance is the best fit for you? A life insurance policy, disability policy, or long term care policy can be tailored to meet your specific needs. Never just “buy a policy”. Instead, let me work with you to design a policy that works specifically for you or your loved ones.
Merrill Lynch Bank of America
Robin Dziuba,Vice President Email: robin_dziuba@ml.com
Global Wealth Management Website: http://fa.ml.com/dziuba
Telephone: (800) 769-305
Local: (401) 863-8607
Fax: (401) 369-8798
Location: 1 Citizens Plaza, Suite 1000, Providence, RI 02903
I joined Merrill Lynch in 1990 and specialize in providing tailored solutions for the complex lives of business owners, corporate executives and individuals. It is my practice to provide a clear plan, based on fundamental principles executed with discipline. I examine your total financial picture and develop customized strategies and solutions. My mission is to bring order and purpose to your financial life. I am proficient in providing a wide array of financial and investment solutions including retirement planning, estate planning, college planning, debt management and investment portfolio analysis.
Piccerelli, Gilstein & Co., LLP
Donna M. Slater, CPA Email: DonnaS@pgco.com
Principal Website: www.pgco.com
Telephone: (401) 831-0200 Ext. 234
Fax: (401) 331-8562
Location: 144 Westminster Street, Providence, RI 02903
Donna is a Principal with Piccerelli, Gilstein & Co., LLP, with 16 years of accounting experience servicing closely held businesses. Her extensive background covers not only technical accounting matters, but also litigation support. As a member of the firm’s Business Valuation and Litigation Support Group, Donna specializes in fraud prevention and detection, and assists attorneys in locating hidden assets in divorce cases. She is a member of the American Institute of Certified Public Accountants, Rhode Island Society of Certified Public Accountants, The Association of Certified Fraud Examiners, the Rhode Island Chapter of The Association of Certified Fraud Examiners, and the Institute for Divorce Financial Analysts.
Trust Advisory Group
Amy L. Gates, Wealth Management Advisor Email: agates@tag-ages.com
Telephone: (401) 374-2724 Website: www.trustadvisorygroup.com
Fax: (401) 828-1312
Location: 148 West River Street, Suite 1E, Providence, RI 02904
Did you know you could buy real estate and hold it in your IRA as an asset? All income and gains are tax deferred, even when you sell it! With 13 years of experience in the financial services area, Amy takes a holistic approach to inform, educate, and implement simple financial solutions that help her clients achieve monetary success. Licensed in RI, CT and MA, Amy walks her clients through the fundamentals of sound money management, estate and insurance planning and finds creative ways to increase your networth. If you are just starting out or find yourself in uncharted territory, a free financial consultation may have you feeling self empowered and confident about your future.
Securities Offered Through: Advisory Group Equity Services, Member FINRA/SIPC,Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor,161 Ash Street, Reading,MA 01867 (781) 942-5070
Province Mortgage Associates, Inc.
Rhonda M. DelSignore-Mulligan Email: rdelsignore@provincemai.com
Senior Mortgage Advisor Website: www.RhondaDelSignore.com
Location: Ten Davol Square, Providence, RI 02903
Cell: (401) 480-0462
Fax: (866) 499-1892
NMLS ID# 13504
Rhonda is a mortgage broker for Province Mortgage Associates which is licensed to write loans in RI, MA, CT and NH. Whether you are looking to purchase or refinance, Rhonda can provide a free mortgage analysis and will provide financing solutions for you and your family.
