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Philip Overton, CLU, ChFC, CFP®

Prudential Financial Planning Services

53 High St
Ste 31
Westerly, RI 02891
Phone: (401) 596-8297

Toll-free: (800) 542-7117

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Household Income Minimum: $50,000
Investable Asset Minimum: $50,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • 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.