Updated July 3 at 9:03pm
Financial Services
616 results total, viewing 61 - 70
You don't have to be "rich" to retire successfully. That's what certified financial planner Donna Sowa Allard, 34, tells her clients at Sowa Financial Group Inc., based in Lincoln. "There is an impression that people who do our … more
Joseph Beck joined The Bulfinch Group, Ocean State Partners as a financial representative. Beck brings more than 20 years of experience to the position. He holds a B.A. in marketing from George Washington University and an MBA from the University of … more
Making a major decision that directly impacts your career is always challenging. Just ask Roberta Gosselin, senior assistant vice president for accounting at Amica Insurance. In 2002, at the height of a successful 12-year career with KPMG, … more
The nominator for Yahaira "Jay" Placencia, a Providence Business News 2015 Woman to Watch, has known her for less than a year. But that was enough time for her to make a big impact. "She has an overflowing personality," U.S Trust, Bank of … more
Rhode Island native Renee Evangelista, a specialist in complex estate planning and settlement techniques, showed the courage of her convictions in 2014 when she left the international legal player Edwards Wildman (now Locke Lord) to form a boutique … more
Ann Marie Fillion always had an affinity for both numbers and people – those two interests have translated into a career that transcends the typical accountant's role in business. Born in East Providence, Fillion, 55, started out as a … more
Betsey A. Purinton, 64, the managing director and chief investment officer for StrategicPoint Investment Advisors in Providence, is 13 years into her latest career – and still growing. Previously a teacher, an administrator and a … more
The 15th annual Washington Trust Peanut Butter Drive collected more than 4.8 tons of peanut butter to benefit the Rhode Island Community Food Bank and local food pantries across the state. more
Pawtucket Credit Union President and CEO Karl A. Kozak retired on Thursday after 24 years of growing a financial institution that today is the state’s largest credit union. more
Rhode Island residents could save 14 percent on homeowner’s insurance by raising their deductible from $500 to $1,000, according to a new insuranceQuotes.com report. more
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