Thomas J. Bottone, Jr.

Credentials:
  • CLU®
  • ChFC®
  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Estate Planning, Financial Education, Retirement Income Planning, Business Succession Planning

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See Thomas’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Thomas

*Fields are required

Oceanstate Financial Services

Satellite Office

One Coastway Blvd., Suite 103
Warwick, RI 02886

CRN201912-180567