
Mark S. Bowenemail
501 Wampanoag Trail Suite 200
East Providence, RI 02915
Professional Story
I offer total financial needs analysis, including access to trust services,through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Affiliations & Memberships
Financial Planning Assocation
National Assn. of Insurance & Financial AdvisorsLanguages:
- English
Credentials:
- MBA
- ChFC®
- CLTC®
- CASL®
Specialties:
- Business Owners
- Investment Strategies
- Insurance Strategies
- Retirement Income Planning
- Retirement Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
Check the background of this investment professional on FINRA’s BrokerCheck
See Mark’s Licenses and DisclosuresConnect with Mark
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