Financial Planning


We understand the value and importance of building trust and personal relationships with our customers.  Our team of dedicated financial advisers is committed to helping you work toward planning for a bright financial future.

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Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that may include:

  • A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
  • A retirement plan that will help ensure that you have the income you need for as long as you live
  • College and education saving plans that address steadily rising costs
  • An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs

Financial Guidance

Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. Through our partnership with, we can help you pursue your goals and work toward turning your financial dreams into a reality. Our goal is to provide you with high quality, comprehensive services in an atmosphere that allows us to get to know you, your family, your business and your goals and financial needs. We offer a wide range of non-proprietary products and services, which means you receive financial guidance and an assurance that YOUR best interests always come first.

To start your conversation about financial planning or to learn more about these and other investment options contact one of our financial advisors.

Donald M. Hartley
Donald M. Hartley

LPL Financial Advisor

401.845.8797 Schedule an Appointment
2628 East Main Road, Portsmouth, RI 02871
6 Gooding Avenue, Bristol, RI 02809
John W. Farmer, CFP®, MBA
John W. Farmer, CFP®, MBA

LPL Financial Advisor

401.787.5681 Schedule an Appointment
27 Strawberry Field Road, Warwick, RI 02886

To learn more about the entire ruling, or to checkout the background of investment professionals associated with the site on FINRA’s BrokerCheck:

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