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

EMoney Financial Planning Tool

Successful wealth management requires powerful, integrative tools that allow Advisors and Clients to monitor the elements of one's financial picture in one place.  EMoney is designed to do just that; consolidating your investments, assets, accounts, insurance policies and important documents in one safe, encrypted location with values updated daily.  It's like having a personal financial website with customized capabilities allowing you to track, analyze, sort and present all the critical data relevant to your financial status.  

Enjoy the video presentation below and ask how you might take advantage of this incredible tool: