Malcolm A Makin CFP is an independent wealth management firm located in the charming town of Westerly, Rhode Island. With over 40 years of experience, their team of dedicated professionals is committed to putting their clients first, developing personalized wealth management plans that cater to the unique needs and goals of each individual and family.
Believing in the power of community, Malcolm A Makin CFP forms personal relationships with their clients, ensuring that their needs and interests are always the top priority. Their client-first philosophy, combined with their extensive industry knowledge and expertise, makes them a trusted choice for multigenerational families, corporate executives, educators, professionals, and more.
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