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Review Advisory Services Of New England In bristol, rhode-island, united-states | Finance In Bristol

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Advisory Services Of New England


105 Governor Bradford Dr

Bristol,


Rhode-island,United-states - 02806

Detailed description is We are a boutique investment management and wealth advisory organization providing retirement management, estate and financial planning services to clients Patrick Sier is the President of Advisory Services of New England.
He maintains designations as a CERTIFIED FINANCIAL PLANNER® practitioner, and as a Chartered Retirement Planning Counselor®.
He brings over 30 years of Trust and Private Banking experience with super-regional banks and brokerage firms to his role as an advisor to a select .
client base, providing consultative services in the areas .
of: investment management, lending, mortgage, estate, .
financial and retirement planning services, business .
succession planning, long term health care and insurance services.
.
Prior to Starting his investment management firm, Patrick was a senior investment advisor with major brokerage and Investment advisory firms including, Merrill Lynch, Morgan Stanley, UBS, The Private Clients Group at Fleet National Bank, and its predecessor companies BankBoston and Hospital Trust..
During his tenure with those firms, he served in a number of capacities as part of the .
management team, including Senior Vice President for The Private Bank at .
BankBoston, where he oversaw a team of 14.
As part of the senior management team .
his responsibilities included strategic planning and product development.
He served as .
a senior liaison to the Commercial Lending, Precious Metals, and Corporate Real Estate .
departments and to the Board of Directors where he was responsible for providing .
estate planning, investment management, lending and private banking services to .
Board Members, senior bank officers and their clients.
Patrick started his career at .
BankOne in Ohio.
.
Patrick earned his Certified Financial Planning designation in 1993 and his Chartered .
Retirement Planning Counselor designation in 2008 and his Certified Divorce Financial .
Analyst certification in 2009.
He is a graduate of the National Trust School, and the .
National Commercial Lending School.
He earned his bachelor’s degree in Business .
Economics in 1980 from Wright State University.
.
Patrick has served on numerous boards including The East Bay Center and The Rhode .
Island Council of Community Mental Health Organizations, where he is currently a board member.
He is a past member of the Board of; The American Lung Association of RI, The Women's Center of Rhode Island, the estate planning committee for Meeting Street School, The Friends of the Philharmonic, The Turks Head Club and Bar Zap an environmental group in Barrington, Rhode Island where he and his wife live.
He is also an Associate Member of the Rhode Island Bar Association.
Patrick may be reached at-105 Governor Bradford Dr.
Barrington, RI 02806 or patsier@scfinc.com.
His phone is (401) 965-9414.
Please visit his website for additional information at www.advisoryservicesofnewengland.com.
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Established in the recent years Advisory Services of New England in bristol , rhode-island in united-states.


This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.

Over the course of its journey , this business has establihed a firm hold in the [category].

The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day

Foods is provided with high quality and are pretty much the highlight in all the events in our lives.

Sweets and food are the ideal combination for any foodies to try and this Advisory Services of New England is famous for the same.

This has helped them build up a loyal customer base.

They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.

As they are located in favourable location , becomes the most wanted space for the tourist.

For any kind and assistance , it is better to contact them directly during their business hours.

Premises has a wide parking area and need to avail special permissions for parking.

Pets inside the premises are not allowed and require additional permission.

Cashless payments are available and extra charges for the credit cards are levid.

They are listed in many of the food delivery networks for home delivery with appropriate charges.

They accept cards , cash and other modes of payments

Tips are not actually encouraged but customers are willing to offer any benefit as needed.

There you can find the answers of the questions asked by some of our users about this property.

This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.

It is a effortless task in communiting to this establishment as there are various modes available to reach this location.

The establishment has flexible working timings for the employees and has good hygene maintained at all times.

They support bulk and party orders to support customers of all needs.


Frequently Asked Questions About This Location
Qus: 1).what is the mode of payment accepted ?

Ans: Cash , Credit Card and Wallets

Qus: 2).What are the hours of operation ?

Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.

Qus: 3).Do they have online website?

Ans: Yes . They do have. Online website is - Click Here

Qus: 4).What is the Latitude & Longtitude Of the location?

Ans: Latitude of the location is 41.72764 Longtitude of the location is - -71.30028

Qus: 5).What is the phone number Of the location?

Ans: Phone number of the location is - (401) 965-9414

Qus: 6).What is the email of the business?

Ans: Email address is - patsier@scfinc.com

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