Michael T. Moretti Jr.PARTNER
Phone: (401) 435-4239 Michael T. Moretti Jr., is the firm’s Wealth Manager, Mike assists our clients in achieving their goals through detailed interactive financial planning and proper asset allocation. Michael has a Bachelors degree in Business Administration from Bryant University, and holds FINRA Series 66, 7, & 24 licenses in addition to life, health and variable licenses. Mike’s expertise is in portfolio analysis and construction, which enables him to develop unique strategies that meet the clients objectives. 
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22 Hemingway Dr. Phone: (401) 435-4239 |
Registered Investment Advisory Representatives of Bluechip Financial Advisors (BCFA) offer advisory services through BCFA. They may also offer other products and services (i.e. accounting, insurance, employee benefits, etc) that are independent of BCFA services. Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services offered through BCFA. BCFA is not a subsidiary or affliate of Triad Advisors, Inc. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC. or Fidelity Brokerage Services LLC. Members NYSE, SIPC