WEALTHSCAPE NETXCLIENT WEBSITE

CONNECT

Address:

245 Waterman St Ste 301
Providence, RI 02906

Phone:

,Toll Free: 1. 888. 277. 5968, RI: 401. 453. 5550, TX: 972. 563. 8990,

Services

CIS offers a variety of financial services to choose from.
Make your selection below to learn more about each service we provide:

FINANCIAL PLANNING - our process
MONEY MANAGEMENT - ready to experience the difference?
RETIREMENT PLANNING - funding your future
ESTATE PLANNING - your legacy
PENSION SERVICES - protecting your personal assets

CIS is prepared to perform a range of services, from acting as a plan consultant, supervising the fiduciary processes, all the way to taking over a Plan and if necessary placing it with a new investment provider. Call us today to schedule your complementary consultation with one of our representatives. With all of the new DOL rules, there’s no reason to try and decipher them alone.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck