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Jenny Birgitta Andersson, CFP®

UBS Financial Services, Inc.

One Citizens Plaza
Ste 900
Providence, RI 02903-1345
Phone: (401) 455-6738
Fax: (401) 274-3672

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

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Long-term Care
  • 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.