Managing Partners

The roots of the Beaulieu family run deep in Rhode Island.

The Beaulieu’s father, Richard Beaulieu, CLU®, joined John Hancock Financial Network 49 years ago as an agent then progressed his way up the ranks to a field manager who began leading the Rhode Island office in 1972.

His legacy of excellence has grown with his sons, Rick and Kevin, who took over the management of the firm in 2002. Since then, the firm has grown to more than 70 financial professionals throughout Southern New England and into New York State.

Richard P. Beaulieu, Jr., CLU®, ChFC®, AIF®

In 2002, Rick was named Managing Partner of Independence Financial Partners, a firm known for helping families and businesses achieve financial success for generations.

Kevin J. Beaulieu, ChFC®, AIF®

Kevin was named Managing Partner of Independence Financial Partners in 2002, a firm known for helping families and businesses achieve financial success for generations.

121-20140603-188335

 

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.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067