FORBES FINANCIAL PLANNING, INC. - Financial Advisor in Rhode Island, East Greenwich

Tel: 401-885-7300 660 Main Street Unit C-3 East Greenwich, Rhode Island 02818

About FORBES FINANCIAL PLANNING, INC.

FORBES FINANCIAL PLANNING, INC. is a East Greenwich, Rhode Island based financial advisory firm with nearly $176,148,324 in assets under management and provides investment advisory services for 851 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

143912

Firm SEC#:

801-117958

Assets Under Management:

$176,148,324

No. of Clients:

851

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Rhode Island, East Greenwich

FirmCRD#:109922

SEC#:801-38517

No. of Advisors:6

No. of Clients:839

AUM:$349,926,226

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LINCOLN CAPITAL CORPORATION

109922

801-38517

839

$349,926,226

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