Loring Advisory Group

Greenville, Rhode Island

★ 5.0
Call (401) 949-4196 Visit website →

About

Loring Advisory Group is an independent, fee-based financial advisory firm in Greenville, Rhode Island, founded in 1996 and led by Certified Financial Planners® including Jeff Loring, Colleen Farley, Nick Loring, and James W. Diamond (CLU®, ChFC®). The firm provides financial planning, investment management, retirement planning, estate planning, tax strategy, and small business owner services to clients across New England and the Northeast. Operating under a fee-based model, the firm emphasizes objective advice free of outside incentives and maintains a focus on understanding clients' values, goals, and complex financial situations through ongoing engagement and inquiry.

Specialties

Retirement Planning

Fee structure

Fee-Based

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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