Broker Check

Smithfield RI office: Brian N. Corriveau, AIF®

  • address
  • 9 Thurber Boulevard, Smithfield, Rhode Island, 02917
  • phone
  • (401) 349-5333
  • phone
  • Toll Free (888) 682-5752

Portsmouth RI office: David R. Mailloux, AIF®

  • address
  • 35 Dyer Street | Mail: PO Box 189, Portsmouth, RI 02871
  • phone
  • (401) 682-2335
  • phone
  • Toll Free (800) 705-8797
Online scheduling available in Portsmouth at: https://meetme.so/davidrmailloux

Strategic Alliances

Using a holistic, client-centric business model, we have encountered many wonderfully competent professionals allowing us to develop a rich referral source for our clients.  During our discovery and fact finding process, we will seek your permission to speak to your Attorney, Accountant, or any other party you designate as integral to your financial future. We share a culture of respect, integrity and client service as we work in concert to unify the various elements that contribute to the success of our clients' financial planning and overall well being. 

Please review the directory below for more information: 



ACCOUNTING SERVICES

EP TREMBLAY

Bookkeeping, Payroll, & Tax Preparation  services for
individuals & small business.

Contact Mark Tremblay at:

35 Bowker Terrace
Somerset, MA 02726

Phone:  508-675-7557, Ext. 104
Website: www.eptremblay.com 

LeBLANC & NEWELL, LLC

Providing clients in Providence and Kent Counties a wide variety
of accounting & tax services.

Please Contact Robert LeBlanc or Roberta Newell at:

260 West Exchange Street, Suite 103
Providence, RI 02903

             OR

1050 Main Street, Suite 6
East Greenwich, RI 02818

Phone: 401-884-1950
Email : [email protected]
Email : [email protected]
Website: www.leblancnewell.com 


REAL ESTATE SERVICES

BILL PIVA, JR., Sales Associate

Sales Associate with Lila Delman Real Estate International

Contact Bill Piva at:

19 Narragansett Avenue

Jamestown, RI 02835

Phone:  401-808-0407
Email: [email protected]


MORTGAGE LENDING

KEITH DULUDE, Mortgage Planner

Going above and beyond to service your mortgage needs.
NMLS #3973

Please contact Keith at:

400 Reservoir Avenue
Providence, RI 02907

Phone: 401-766-2030
Fax     : 401-766-3040
Email : [email protected]
Website: www.myloanwithkeith.com

SIMON THEBERGE, Senior Loan Officer

Servicing clients in multiple states with primary location in
Plymouth, MA, we specialize in home loans.
NMLS #33152

Phone: 508-558-9533 (best)
              800-705-9211 ext. 223
EFax :  508-300-0074
Email : [email protected]
              [email protected]
Website: www.mortgagemaster.com/stheberge


LEGAL SERVICES

GENE M. CARLINO, Esq.

Advising & advocating for clients on matters in Taxation,
Estate Planning, and Elder Law.

Please contact Pannone Lopes Devereaux & O'Gara, LLC at:

1301 Atwood Avenue, Suite 215 N
Johnston, RI 02919
Phone: 401-824-5100
Fax     : 401-824-5123

Website: www.pldolaw.com

LAW OFFICE OF NINA S. WHITE WILLEVER

Please contact Nina at:

355 North Main Street
Fall River, Ma 02720

Phone: 508-674-4664
Fax     : 508-677-4682

ATTORNEY CYNTHIA M. FURTADO SHAW

Offering a full range of legal services including Wills, Powers of Attorney,
Trusts, Family Services and more.

You can reach Cynthia at:

39 Foster Street
New Bedford, MA 02740

Phone: 508-992-0069

BORNER, ALEMAN & DAVIS, LLC.

Providing high quality legal services at affordable rates, serving
individual and business needs for over 25 years.

Please visit our practice at:

155 Providence Street
Putnam, CT 06260

Phone: 860-928-2429
Fax     : 860-928-7539
Email : [email protected]
Website: www.nectlaw.com

SLEPKOW & SLEPKOW ASSOCIATES, Inc.

Three generations of legal excellence, proudly serving RI & Southeastern MA since 1932.
 

Please contact Bruce H. Cox at:

1481 Wampanoag Trail
East Providence, RI 02915

Phone:  401-437-1100
Fax    :  401-433-5066
Email : [email protected]  
Website: www.slepkowlaw.com 

MOONAN, STRATTON, WALDMAN, LLP

A client-centered law practice committed to providing sophisticated estate planning and business legal services with a focus on professional excellence, creative solutions and client satisfaction.

Please contact Kristen Prull Moonan, Esq. at:

4 Richmond Square, Suite 150
Providence, RI 02906

Phone:   401-272-6300
Email : [email protected]
Website: www.mswri.com 


HEALTH AND FITNESS

OSF - OCEAN STATE FIT

FITNESS * MOBILITY * NUTRITION

John Miller is a Certified Strength & Conditioning Specialist,
Personal Trainer, and Precision Nutrition Coach.

John welcomes your call at:

500 Mendon Road (Building 2-2A)
Cumberland, RI 02864

Phone: 401-333-3978
Email : [email protected]
Website: www.oceanstatefit.com

SUSAN PASQUAL, MSN, RN, CNSc

Susan is a Certified TLS Weight Loss Coach & Trainer, offering
online, group, and one on one programs anywhere in the Country!
She specializes in health, weight loss and fitness goals via science
based, real life programs and support.

Phone: 401-862-2743
Email : [email protected]
Website: www.TLSslim.com/suepasqual
                 www.nutraMetrix.com/RIhealth

"Those who do not have time for healthy eating now will
have to make time for disease later."

The services provided by the entities listed above are not affiliated with or endorsed by WealthCare Investment Partners, nor are the entities affiliated with WealthCare Investment Partners. Clients are not obligated to utilize these  providers and should direct all questions regarding fees and services to said providers directly.