Todd Casazza
Certified Financial Plannertm @Wealth Management Resources, Inc
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WORK HISTORY
Certified Financial Plannertm @Wealth Management Resources, Inc
Smithfield, RI, US
Located in Smithfield, RI, Wealth Management Resources, Inc. is an SEC Registered Investment Advisor. We provide financial planning and investment management services to individuals, professionals and companies. We have the knowledge and experience to help you make the right financial decisions at the right time for you and your family.Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions.Securities offered through PKS Investments. Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Wealth Management Resources Inc, are not affiliated companies.
EDUCATION
Bryant University
Certificate in Financial Planning
Sacred Heart University
B.S., Finance, Business Admin.
SKILLS
ABOUT TODD CASAZZA
CERTIFIED FINANCIAL PLANNER® At Wealth Management Resources Inc.
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