Harkins Wealth Management
Our financial professionals provide comprehensive financial planning utilizing powerful tools through LPL Financial such as eMoney’s WealthVision.
We specialize in working with clients going through a transition; divorce, widowhood, marriage, career changes.
We believe that an educated investor is a better investor and strive to provide educational opportunities throughout the year.
We offer a comprehensive approach utilizing independent objective research, customized technology, and work as a team with other experts in the fields of accounting, income tax, estate planning & trust services to better serve our clients.
- Holistic Approach to Comprehensive Financial Planning
- Women in Transition
- Socially Responsible Investing
- Retirement Income Planning
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Securities, Financial Planning and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
206 Gano Street
Providence, RI 02906
Phone: (401) 278-4049