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Your Team

At Oceanstate Financial, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Extended Team of Resources

Herb Daroff, JD*, CFP®

Herb Daroff, JD*, CFP®

Estate & Business Planning

Alan Roycroft

Alan Roycroft

Investments

Robert J. Paitelli

Robert J. Paitelli

Protection Products

Conor Coogan

Conor Coogan

Financial Planning Consultant

*Not practicing on behalf of MML Investors Services, LLC or its affiliates.

Our Mission At Oceanstate

Our Mission At Oceanstate

All of our energy, commitment, and efforts are focused on you and your unique situation. We provide specialized services that can help you meet your financial goals. We're not afraid to think outside of the box and question conventional wisdom when it comes to investing, growing and preserving money.