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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
- -
- Address
- 225 Dyer St, Providence,ri 02903,united States
- Industry
- Financial Services
- 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
Madfish Media,
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RhodeWay Financial's categories are Financial Services
RhodeWay Financial's founding year is 2022
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Cameron Connaughton
Rhodeway Financial
Providence, Rhode Island, United States, United States1newyorklife.com
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