301 Metro Center Blvd,
When that time comes, ask us about our team-based planning approach and our secure aggregation website, Personal Financial View, powered by eMoney.
There may come a time in your life when your finances aren't so simple anymore and they may be too much to juggle on your own.
Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives. Integral to this wealth management solution is the personalized web site and custom account services that Oceanstate Financial provides.
This technology platform, which we call Personal Financial View, puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.
Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages.
All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advising team.