Aggregate Financial Group
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
501 Wampanoag Trl Unit 200, Riverside, R...Phone Number
(401) 432-8803Revenue
<$5 MillionIndustry
About Aggregate Financial Group
Aggregate Financial Group is a holistic financial services firm that specializes in providing tailored financial planning and education for both employers and individuals. Their mission is to enhance financial literacy and create efficiencies in clients' financial management. The firm offers a range of services including individual and group planning, employee financial education, and investment strategies. They aim to help clients understand how their benefits fit into their overall financial picture, ensuring a comprehensive approach to financial wellbeing.Explore more
Aggregate Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Aggregate Financial Group
<$5M
1-10
Private
<$5M
2016
GD
Gwyneth DonahueDirector, Planwell, Business Development
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Aggregate Financial Group is a holistic financial services firm that specializes in providing tailored financial planning and education for both employers and individuals. Their mission is to enhance financial literacy and create efficiencies in clients' financial management. The firm offers a range of services including individual and group planni... Read More
