SOWA Financial Group Inc

Lincoln, Rhode Island

Call (401) 434-8090 Visit website →

About

SOWA Financial Group is an independent registered investment adviser in Lincoln, Rhode Island that provides financial planning and investment management on a fee-based basis. The firm is led by President Donna Sowa Allard, a CFP® and Accredited Investment Fiduciary®, along with team members Nathan Beauvais (CFP®, CIMA®, CPWA®) and Steven J. Beauvais. The firm serves individuals, executives, and small business owners, emphasizing a planning process that integrates personal values, goals, and life priorities alongside investment strategy.

Specialties

Fee structure

Fee-Based

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
0 selected
Compare →