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Robin A. Lovely, CFP®

Lovely and Company

146 Clifford St
Providence, RI 02903
Phone: (401) 626-3455
Fax: (401) 626-3456

Toll-free: (877) 782-2855

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

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.