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Home > Financial Planner Directory > Rhode Island > Providence > Mary Clare O'Grady, CFP®
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Mary Clare O'Grady, CFP®

Merrill Lynch

One Citizen Plaza
Suite 1000
Providence, RI 02903
Phone: (401) 863-8666
Fax: (401) 863-8718

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

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