
Thomas J. Bottone, Jr.email
Oceanstate Financial Services
One Coastway Blvd., Suite 103
Warwick, RI 02886
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- 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
Languages:
- English
Credentials:
- CLU®
- ChFC®
- CFP®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Estate Planning
- Financial Education
- Retirement Income Planning
- Business Succession Planning
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