Our Team

Please contact us for a personal consultation with one of our local financial professionals in Rhode Island , Connecticut and Massachusetts.

Independence Financial Partners has more than 60 financial professionals that focus on specific areas to serve the unique needs and concerns of each client, at every stage of life.

Our Team Directory


Select Alphabetically

  • Contact-image
  • Dennis Bardoni, LUTCF
  • 860-578-1137
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Christopher A. Beaulieu, ChFC®
    Beaulieu Wealth Management
  • 401-691-4128
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Gregory J. Beaulieu
    Beaulieu Wealth Management
  • 401-691-4114
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • James J. Beaulieu, JD
    Beaulieu Wealth Management
  • 401-691-4148
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Kevin J. Beaulieu, ChFC©, AIF®
    Managing Partner
  • 401-691-4112
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF®
    Managing Partner
  • 401-691-4131
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  • 401-691-4132
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Michael Connery, LUTCF
  • 413-567-3984
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  • Rocky Hill
  • CT
  • MORE
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  • Al Cumplido, CFA
    Director of Investment Strategy
  • 401-691-4179
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Elysa Doherty-Fisher
  • 860-578-1133
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Donald Dunwoody
    Registered Representative
  • 401-691-4126
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Ted Earl

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  • Middle Haddam
  • CT
  • MORE
  • Contact-image
  • Patrick O. Egolum, CLU®, ChFC®, CLTC®, MBA
    Financial Advisor
  • 860-578-1167
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Armand J. Fisher
    Investment Advisor Representative
  • 860-578-1151
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Scott Freeman, QPA, QKA
  • 860-245-5796
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • John M. Gautreaux, ChFC®
    Financial Advisor, Partner
  • 401-691-4138
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  • 401-640-1523
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Karl W. Green
    Registered Representative
  • 401-691-4121
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  • Warwrick
  • RI
  • MORE
  • Contact-image
  • Michael J. Harrington, Jr., ChFC®
    Investment Advisor Representative
  • 401-691-4149
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Brian A. Hickox
  • 401-236-2350
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  • Newport
  • RI
  • MORE
  • Contact-image
  • Elisabeth A. Hickox
  • 401-236-2350
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  • Newport
  • RI
  • MORE
  • Contact-image
  • Rachel Kelbacher
  • 860-578-1156
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Marcin Krolikowski, PhD, CFA
  • 401-691-4117
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • John Macdonald, CFP®
    Sales Supervisor
  • 860-578-1119
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Charles J. Mahoney, ChFC®
    Investment Advisor Representative
  • 401-691-4176
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Ryan Meyer, CFP
  • 401-691-4177
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Gene A. Nadeau
    Generations Financial Strategies, LLC
  • 401-691-4120
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Walter J. Nencka
    Investment Advisor Representative
  • 401-691-4160
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  • 401-256-2795
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Al Paolillo
  • 860-578-1112
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Brendon Pierce
  • 401-691-4129
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  • Warwick
  • RI
  • MORE
  • Contact-image
  • Randal S. Poirier, ChFC®
    Financial Planner, Partner
  • 401-635-8700
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  • Newport
  • RI
  • MORE
  • Contact-image
  • Rulla Nehme Pontarelli, CFP®, ChFC®, CASL®
    Wealth Manager
  • 401-691-4145
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  • 866-691-4145 (toll free)
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Jeffrey Ratner, MBA
    Wealth Manager
  • 860-578-1117
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • EJ Ross
  • 860-578-1153
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • M.E. Selvaraj
  • 860-578-1113
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Peter Tkaczuk, CFP, CLU
  • 860-578-1125
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Sheila Tomlinson
  • 8605781125
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  • Middle Haddam
  • CT
  • MORE
  • Contact-image
  • Nathaniel Vinson
    Financial Advisor
  • 800-226-0200 x1140 (Toll Free)
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  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • C. Martin Warburton, CLU®, ChFC®
    Financial Advisor
  • 401-691-4139
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  • Warwick
  • RI
  • MORE

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

INSIGHTS & RESOURCES

 

We strive to help clients grow and preserve their investments and businesses
through genuine partnership and deep expertise.

Contact Us

866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067

Check the background of this financial professional on FINRA's BrokerCheck