Featured Business Financial Advisor in Middletown, RI
Middletown Financial Advisors
Finn and Meehan Wealth Management
850 Aquidneck Ave, Ste A4
Middletown, RI 02842
(401) 8484579ext114
“Clarity and Confidence ”
Advisor Profile
John Finn
Name:  John Finn
Phone Number:  (401) 8484579ext114
Website:  Visit Website

About Finn and Meehan Wealth Management

At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.

In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most.

Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.

We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.
 

General Information

Number of Years with Current Firm:    20
Years of Experience in Financial Services:    30
Name of Broker/Dealer:    LPL Financial
States Licensed in:    CA,CO,CT,DE,FL,GA,HI,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,NC,ND,NH,NJ,NV,NY,OH,PA,RI,SC,TX,UT,VA,VT,WA
CRD#:    1505858
Gender:    Male
I work with the following types of clients:    Individual Investors
Work Experience:    For over 30 years I have helped people prepare for and enjoy retirement. Transitioning from one life chapter to the next can be difficult. I believe we have a process to simplify the process and create good experience for our clients.
 

Education

Academic Background
 
University of Rhode Island, BA, Economics/Political Science 1985 The American College CLU, 1997 The American College ChFC 2004
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
Investment Types:    Annuities, Exchange Traded Funds (ETFs), Insurance, Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Non-Financial Organization Memberships:    St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach
Financial Organization Memberships:    Society of Financial Services Professionals, Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA)
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, HMO, Health, Disability, Annuity, Accident
Securities Licenses:    Series 65, Series 63, Series 24, Series 22, Series 7, Series 6
Certifications, Accreditations & Designations:    Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
 

Firm Information

Advisor's Number of Planning Clients:    125
Advisor's Number of Managed Clients:    125
Advisor's Number of Clients:    250
Assets Managed by Advisor:    12000000
Assets Managed by Firm:    15000000
Firm's Number of Managed Clients:    175
Firm's Number of Planning Clients:    125
Firm's Number of Clients:    175
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Hourly Rate:    $200
Fee % Based on Assets:    1%
Compensation Methods:    Based on Assets, Flat Fee, Hourly
Minimum Portfolio Size for New Managed Accounts:    250000
 
 
 
 
 
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