Benjamin F.
Financial Consultant at Finn & Meehan Wealth Management
- Role
- Financial Consultant at LPL Financial
- Location
- Middletown, RI, US
- LinkedIn followers
- 500 followers
About Benjamin F.
Our focus is building relationships based on our core values of honesty, integrity, and perseverance. We make it a priority to connect with our clients and listen to what they care most deeply about accomplishing. Our clients often tell us how quickly they felt comfortable with us and how easy it was to make a connection. By taking the time to get to know each client, we have found ourselves able to establish the necessary framework upon which recommendations should be based. We believe that financial planning should be neither daunting nor confusing. Our easy to understand approach allows us to accomplish our mission of inspiring our clients by simplifying the alignment of their financial decisions with their life and financial goals. Because they’ve taken action to address what they want to achieve, our clients often tell us that they feel a sense of clarity and confidence about their financial life. They even often feel an improvement in their quality of life because they can spend time enjoying other things instead of wondering or worrying about their financial goals. Along the way, we take really good care of our clients and they recognize it.If this sounds like the kind of relationship and experience you would like, please let us know. We would be happy to send you an introductory package.
Experience
Financial Consultant
Jun 2012 — Present
securities and advsiory services offered through LPL Financial a registered investment advisor Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See website’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Rollins College
Bachelor of Arts - BA
2008 — 2012
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