VETTED

Danny DeHoney

CFP^®, ChFC^®, CRPC^®, CLU^®

Tel: 401-824-2530 301 Metro Center Blvd Suite 201 Warwick, RI 02886

About PathView Wealth

Your financial goals are unique, and I can help you achieve them. Together, we'll document your goals, track your progress and adjust to whatever life brings - both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

See Disclosures

General Information

Firm Start Year:

1999

Name of Broker/Dealer:

Ameriprise Financial

Number of Years with Current Firm:

Work with the following types of clients:

Individual Investors

Advisory Services Provided:

Financial Planning, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications & Memberships

Insurance and Annuity Licenses:

Annuity, Accident, Health, Disability, Life, Variable Annuity, Long Term Care, Variable Life

Services

Investment Types:

Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods

Can meet clients in the following ways:

Your Home, Your Office, Email, Phone

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Hourly, Based on Assets, Flat Fee

Firm Information

Assets Managed by Firm: