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Portsmouth Office

41°36'44.4"N 71°14'45.2"W

3047 East Main Road Suite 3A

Portsmouth, RI 02871

Phone: 401-244-3200 Ex.15

Fax: 401-244-3223

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Bob Beese, AIF®, ChFC®, CLTC®

Financial Advisor

401-244-3200 ext. 150

Professional Designations and Registrations: Accredited Investment Fiduciary (AIF®)Chartered Financial Consultant (ChFC®)Certification in Long Term Care (CLTC®) FINRA Series 7 & 66Life, Accident, & Health...

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Our Approach

Our advisors are genuinely engaged in the process of creating plans, making for a truly personalized approach. 

Our Approach

Our Team

We are an experienced and caring team who aim to guide and coordinate all aspects of your financial life.

Meet the Team

Contact Us

Reach out today to learn how we can give you the confidence to pursue your passions and dreams.

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