RhodeWay Financial was founded in 2022 as a grant funded nonprofit organization dedicated to providing pro bono financial planning and financial literacy opportunities to underserved populations in Rhode Island.
Our clients include Rhode Island residents who are either:
1. Low to moderate income individuals and families (less than $60,000 of annual income), and
2. Current and former members of the U.S. military (without income limitation)
Financial Planning:
We meet with clients that fit within one, or both, of these populations to get a full picture of their current financial situation and their financial goals. We analyze the information provided and focus on identifying and discussing various aspects of a potential plan. Once a course of action that provides clients with the best opportunity to achieve their goals is identified, the plan is implemented. In this process, we may leverage our network of like-minded industry professionals to provide the client with any necessary services needed to deliver a comprehensive plan.
Financial Literacy:
We are available to meet with large or small groups to discuss a variety of topics. We work with the organization sponsoring the event to determine the subject matter and time allotted for material presentation and questions.
Company Details
- Employees
- 4
- Founded
- 2022
- Address
- 225 Dyer St, Providence,ri 02903,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.rhodeway.org
- HQ
- Providence, RI
Rhodeway Financial Questions
Rhodeway Financial's website is http://www.rhodeway.org
Rhodeway Financial's LinkedIn profile is https://www.linkedin.com/company/rhodewayfinancial
Rhodeway Financial has
4 employees.
View email and phone details for 4
employees at Rhodeway Financial.
Rhodeway Financial's industry is
Financial Services
Rhodeway Financial's top competitors are
Rhode Island Shrm,
Providence Promise,
Systems Flow Inc,
Omni Digital Services,
Winners' Circle Xr Academy, Inc.,
Rhode Island School For Progressive Education,
Corrections, Rhode Island And Providence Plantations Department Of,
Progreso Latino, Inc.,
Coologee, Inc.,
Madfish Media.
Rhodeway Financial's categories are Financial Services
Rhodeway Financial's founding year is 2022
