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
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Kevin J. Beaulieu, ChFC©, AIF®
    Managing Partner
  • 401-691-4112
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF®
    Managing Partner
  • 401-691-4131
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 401-691-4132
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Michael Connery, LUTCF
  • 413-567-3984
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Al Cumplido, CFA
    Director of Investment Strategy
  • 401-691-4179
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Elysa Doherty-Fisher
  • 860-578-1133
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Donald Dunwoody
    Registered Representative
  • 401-691-4126
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Ted Earl
  • 860-365-0143
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Middle Haddam
  • CT
  • MORE
  • Contact-image
  • Patrick O. Egolum, CLU®, ChFC®, CLTC®, MBA
    Financial Advisor
  • 860-578-1167
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Armand J. Fisher
    Investment Advisor Representative
  • 860-578-1151
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Scott Freeman, QPA, QKA
  • 860-245-5796
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • John M. Gautreaux, ChFC®
    Financial Advisor, Partner
  • 401-691-4138
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 401-640-1523
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Karl W. Green
    Registered Representative
  • 401-691-4121
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwrick
  • RI
  • MORE
  • Contact-image
  • Michael J. Harrington, Jr., ChFC®
    Investment Advisor Representative
  • 401-691-4149
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Brian A. Hickox
  • 401-236-2350
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Newport
  • RI
  • MORE
  • Contact-image
  • Elisabeth A. Hickox, CIMA®, CRPS®, AIF®
  • 401-236-2350
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Newport
  • RI
  • MORE
  • Contact-image
  • Rachel Kelbacher
  • 860-578-1156
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Marcin Krolikowski, PhD, CFA
  • 401-691-4117
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • John Macdonald, CFP®
    Sales Supervisor
  • 860-578-1119
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Charles J. Mahoney, ChFC®
    Investment Advisor Representative
  • 401-691-4176
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Ryan Meyer, CFP
  • 401-691-4177
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Gene A. Nadeau
    Generations Financial Strategies, LLC
  • 401-691-4120
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Walter J. Nencka
    Investment Advisor Representative
  • 401-691-4160
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 401-256-2795
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Al Paolillo
  • 860-578-1112
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Brendon Pierce
  • 401-691-4129
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Randal S. Poirier, ChFC®
    Financial Planner, Partner
  • 401-635-8700
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Newport
  • RI
  • MORE
  • Contact-image
  • Rulla Nehme Pontarelli, CFP®, ChFC®, CASL®
    Wealth Manager
  • 401-691-4145
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 866-691-4145 (toll free)
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Jeffrey Ratner, MBA
    Wealth Manager
  • 860-578-1117
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • EJ Ross
  • 860-578-1153
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • M.E. Selvaraj
  • 860-578-1113
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Peter Tkaczuk, CFP, CLU
  • 860-578-1125
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • Sheila Tomlinson
  • 860-365-0130
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Middle Haddam
  • CT
  • MORE
  • Contact-image
  • Nathaniel Vinson
    Financial Advisor
  • 800-226-0200 x1140 (Toll Free)
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Rocky Hill
  • CT
  • MORE
  • Contact-image
  • C. Martin Warburton, CLU®, ChFC®
    Financial Advisor
  • 401-691-4139
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • 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

This email address is being protected from spambots. You need JavaScript enabled to view it.

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