National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

John Finn

Finn and Meehan Wealth Management

850 Aquidneck Ave
Ste A4

Middletown, RI 02842

401-848-4579

Clarity and Confidence

About Finn and Meehan Wealth Management

At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.

In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most.

Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.

We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.

See Disclosures

General Information

Firm Start Year

2001

No. of Employees

5-9

CRD#

1505858

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

CA,CO,CT,DE,FL,GA,HI,IL,IN,KS,KY,MA,MD,ME,MI,MN,MO,NC,ND,NH,NJ,NV,NY,OH,PA,RI,SC,TX,UT,VA,VT,WA

Years of Experience in Financial Services

30

Number of Years with Current Firm

20

Work Experience

For over 30 years I have helped people prepare for and enjoy retirement. Transitioning from one life chapter to the next can be difficult. I believe we have a process to simplify the process and create good experience for our clients.

Advisory Services Provided

Financial Advice & Consulting

Services

Investment Types

Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Stocks, Bonds

Can meet clients in the following ways

Phone, Our Office, Your Home, Email, Video Conference, Your Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CLU®, ChFC®, Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 63, Series 24, Series 22, Series 7, Series 6, Series 65

Insurance and Annuity Licenses

Accident, Annuity, Health, Life, HMO, Variable Annuity, Variable Life, Long Term Care, Disability

Financial Organization Memberships

Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Insurance and Financial Advisors (NAIFA)

Non-Financial Organization Memberships

St. Columba the Berkley Memorial Chapel, Senior Warden Island Youth Lacrosse, Asst. Coach

Firm Information

Firm's Number of Clients

200

Firm's Number of Planning Clients

175

Firm's Number of Managed Clients

200

Assets Managed by Firm

200000000

Advisor's Number of Clients

250

Advisor's Number of Managed Clients

160

Advisor's Number of Planning Clients

125

Assets Managed by Advisor

$200,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Flat Fee

Fee % Based on Assets

1%

Hourly Rate

$200

Education

B.A Economics - Economics

University of Rhode Island
September 1981 - May 1985

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf