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First Southwest

+1 (401) 333-3807
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12 Breakneck Hill Rd
Lincoln, RI 02865
+1 (401) 333-3807
http://firstsw.com

First Southwest is a financial services firm based in Lincoln, RI, specializing in providing investment and wealth management solutions to individuals and businesses.

With a focus on personalized financial planning and strategic investment strategies, First Southwest aims to help clients achieve their long-term financial goals and secure their financial future.

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HistoryInvestment advisory firm Retirement planning 401(k) and other retirement plan implementationSpecialtiesWelcome to Coastal Financial Planning, Inc. A fee-only investment advisory firm. Coastal Financial Planning?s principal, Angela Thomson, was recognized by the Providence Journal as a Woman to Watch in their 2005 focus piece. Additionally, the firm was profiled in a Wall Street Journal article focusing on fee-only financial planners. We serve a broad client base whose investable assets begin at $100,000. Our fee-only financial planning approach is an objective, ethical process used in evaluating and managing clients? assets. This eliminates commissioned bias and provides a clear analysis for the maximization of assets. All advice and asset management is provided by a Certified Financial Planner licensee. The CFP designation is awarded to individuals who have completed rigorous course work and have passed a comprehensive exam administered by the CFP board of standards. Be Informed, Advisory terms are confusing Many advisory firms market themselves as fee-based...
United States›Rhode Island›Lincoln›First Southwest

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