Broker Check

Jack Mellor
5 Division St
E Greenwich, RI 02818
(401)884-4455

Services

We provide assistance in the following areas:

Investment Services

  • Mutual Funds
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuities

Financial Planning Strategies

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 457(b) Planning
  • College Plans
  • Estate Plans

Insurance Services

  • Life Insurance
  • Long-Term-Care Insurance