Page 39 - Frank P Trainor Funeral Planning Guide

My deepest condolences
In the wake of your loss, it’s not easy making financial decisions, but you don’t have to make them alone.
Knowing where to begin is a challenge. I’m here to listen to your concerns and help guide you through the process. I know that organizing your finances can be overwhelming. Don’t let financial decisions become a burden.
• Financial Planning • • Active Investing • • Retirement Income •
Ray Gutowski, CMFC®, CRPC® President/Private Wealth Advisor
Email: ray@pinnaclewealthri.com Phone: (401) 369-9505
Fax: (401) 369-9550 www.pinnaclewealthmanagementri.com
931 Jefferson Blvd, Suite 1000 Warwick, RI 02886
Ray began his independent practice after observing the lack of personalization that can happen when large financial conglomerates focus on business growth ahead of clients’ individual needs. Pinnacle Wealth Management strives to keep you at the peak of your financial game, with top-notch personalized planning. Ray matches investment research sourced from some of Wall Street’s most valued players with his financial planning thought leadership.
Working as the purest form of a fiduciary we work tirelessly to be the financial partner that people can trust in forming multi-generational relationships related to wealth accumulation, maintenance and distribution.
Advisory services offered through Gladstone Institutional Advisory, LLC, an SEC registered investment adviser dba Pinnacle Wealth Management.
Frank P. Trainor & Sons Funeral Home - Page 39