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Daniel R. Legault, CFP®

Strategicpoint Investment Advisors

557 Main Street
East Greenwich, RI 02818
Phone: (401) 273-1500

Toll-free: (800) 597-5974

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Government & Military
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.