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
  • Christopher A. Beaulieu, ChFC®
    Beaulieu Wealth Management
  • 401-691-4128
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • Gregory J. Beaulieu
    Beaulieu Wealth Management
  • 401-691-4114
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • MORE
  • Contact-image
  • James J. Beaulieu, JD
    Beaulieu Wealth Management
  • 401-691-4148
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • 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
  • Al Cumplido
    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
  • 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
  • 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
  • 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
  • Donald W. Jones
    Registered Representative
  • 401-691-4136
    This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Warwick
  • RI
  • 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
  • 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
  • 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
  • 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.

E-Newsletter Signup

We Can Help With...

Existing client?

INSIGHTS & RESOURCES

 

We strive to help clients grow and protect 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