Experience

CETERA FINANCIAL SPECIALISTS SERVICES LLC

• United States
• 1 - 100 Employee

• Financial Services Professional

  • Dec 2022 - Present

  Cranston, Rhode Island, United States



Mulholland Financial LLC

• United States
• Financial Services
• 1 - 100 Employee

• Registered Representative

  • Dec 2006 - Present

  1255 Oaklawn Ave, Unit A, Cranston, RI 02920 Good financial health does not occur by accident. It takes careful planning, saving and investing. How much do you need to retire? Is it invested appropriately? Will it take care of your family? You need a sounding board, access to specialists, appropriate research, and prudent strategies to help you edge closer to the lifestyle and retirement you deserve. I can be objective about your situation so you can gain a vital perspective and confidence in your financial future. We can… Show more Good financial health does not occur by accident. It takes careful planning, saving and investing. How much do you need to retire? Is it invested appropriately? Will it take care of your family? You need a sounding board, access to specialists, appropriate research, and prudent strategies to help you edge closer to the lifestyle and retirement you deserve. I can be objective about your situation so you can gain a vital perspective and confidence in your financial future. We can help you organize and gain control of your complex financial life by listening carefully to fully understand your goals. Have you set up a sufficient emergency account? Is your retirement savings balanced appropriately? Have you accounted for the special needs of family members? All inquiries are completely confidential. We can help: - Build your retirement nest egg - Align your investments with your risk tolerance - Help your investments work as hard as you do - Plan a legacy for future generations - Help you properly title your assets so your family, and not Uncle Sam, are the beneficiaries. There is no charge for the initial consultation and financial second opinion. Show less