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Home > Financial Planner Directory > Rhode Island > Providence > Betsey A. Purinton, CFP®
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Betsey A. Purinton, CFP®

StrategicPoint Investment Advisors

294 West Exchange St
Providence, RI 02903
Phone: (401) 273-1500
Fax: (401) 273-8987

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

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