Oceanstate Financial

Finance · Rhode Island, United States · 1-10 Employees

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Overview

Headquarters

1 Coastway Blvd Ste 103, Warwick, Rhode ...

Phone Number

(401) 943-0384

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Oceanstate Financial

Oceanstate Financial provides financial advisory services to families in Rhode Island, focusing on wealth building, protection of loved ones, and achieving financial goals. Their offerings include personal financial planning, corporate financial services, investment management, retirement planning, and estate planning. The firm emphasizes a client-centered approach, ensuring personalized service and ongoing support throughout the financial planning process. Oceanstate Financial aims to simplify financial planning and instill confidence in clients as they navigate their financial futures.Explore more
Oceanstate Financial's Social MediaPopular SearchesOceanstate FinancialOceanstate Financial ServicesMassMutualJohn Kashmanian, CFP® - Oceanstate FinancialOceanStateFinancialServices/ OceanSIC Code 62,628NAICS Code 52,523Show more

Oceanstate Financial Org Chart

PhoneEmail
RS
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Practice Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oceanstate Financial

<$5M
1-10
Private
-
1984
RS
Robert SandersPractice Manager
<$5M
1-10
Private
-
-
JN
Jeredith NolanFinancial Planner & Partner
<$5M
1-10
Private
-
-
RM
Rodd McminnWealth Management Group Representative
<$5M
1-10
Private
-
-
WF
W. FrancisVice President, Investments
<$5M
1-10
Private
-
-
LG
Lisa GuditisManager, Office Operations & Practice
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

Oceanstate Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oceanstate Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oceanstate Financial.

Oceanstate Financial Tech Stack

A closer look at the technologies used by Oceanstate Financial

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Frequently Asked Questions Regarding Oceanstate Financial

What is Oceanstate Financial's official website?
Oceanstate Financial's official website is www.kashmanianfinancialadvisors.com
What is Oceanstate Financial's Revenue?
Oceanstate Financial's revenue is <$5 Million
What is Oceanstate Financial's SIC code?
Oceanstate Financial's SIC: 62,628
What is Oceanstate Financial's NAICS code?
Oceanstate Financial's NAICS: 52,523
How many employees does Oceanstate Financial have?
Oceanstate Financial has 1-10 employees
What industry does Oceanstate Financial belong to?
Oceanstate Financial is in the industry of: Finance, Securities Trading
What is Oceanstate Financial competition?
Oceanstate Financial top competitors include: Richards & Addy, Stifel, Ross Financial Services, MassMutual
What technology does Oceanstate Financial use?
Some of the popular technologies that Oceanstate Financial uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Oceanstate Financial?
Oceanstate Financial contact info: Phone number: (401) 943-0384 Website: www.kashmanianfinancialadvisors.com
What does Oceanstate Financial do?

Oceanstate Financial provides financial advisory services to families in Rhode Island, focusing on wealth building, protection of loved ones, and achieving financial goals. Their offerings include personal financial planning, corporate financial services, investment management, retirement planning, and estate planning. The firm emphasizes a client-... centered approach, ensuring personalized service and ongoing support throughout the financial planning process. Oceanstate Financial aims to simplify financial planning and instill confidence in clients as they navigate their financial futures.Read More

What are Oceanstate Financial social media links?
Oceanstate Financial Linkedin page Oceanstate Financial Facebook page
Is Oceanstate Financial a public company?
Oceanstate Financial is private company therefore does not currently have an official ticker symbol
See more information about Oceanstate Financial

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