Professional Planning Group
9 Granite Street
Westerly, RI (Rhode Island) 02891-2283
Westerly, RI (Rhode Island) 02891-2283
Business Details
38 years Since 1977
Jennifer Redmond (Manager)
(401) 596-5980 (Fax)
| Products: | 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
| Services: | Professional Planning, Group, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management |
| Professionals on Staff: | Analysts |
| Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
| General Content: | Financial Services Inc., Raymond James, Securities Offered Through |
| Credit Rating: | Excellent |
| Sales Volume: | 5M - 10M |
| Employee Size Range: | 10-19 |
| Franchise/Chain: | Headquarters |
| Professional Associations: | |
| Number of PC's: | 10-29 |
| Square Footage: | 2500-9999 |
| Fortune 500: | No |
Additional Categories
Professional Planning Group is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Portfolio Management > Financial Planning & Services
- Investment Advice > Financial Planning & Services
Related Categories in Westerly, RI
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