OVERVIEW
Joseph A. Medeiros, CFP®, CLU, ChFC, AIF®, PPC™
President/Financial Consultant 30+ years Experience
jmedeiros@medeirosfinancial.com
In January 2003, Medeiros Financial Services, Inc., was founded to offer investment clients superior service with a personal connection. Our firm is a financial practice concentrating on all aspects of the financial plan, including investment planning, insurance planning, income tax planning, education, retirement, and estate planning.
As Investment Adviser Representatives of Commonwealth Financial Network®, a Registered Investment Adviser, we provide fee-based consultation with individual clients on investment planning decisions relating to stocks, bonds, mutual funds, unit investment trusts, limited partnerships, variable and fixed annuities, variable and fixed life insurance, guidance on liability insurance, disability income insurance, and property and casualty insurance.
We also consult with business owners on topics such as retirement and estate planning, 401(k)s, profit-sharing plans, defined benefit plans, and buy/sell agreements.
Certifications
Joe is a Chartered Financial Consultant (American College) since 1998, a Chartered Life Underwriter (American College), a CERTIFIED FINANCIAL PLANNER® practitioner since 1998 (Certified Financial Planning Board of Standards, Denver, Colorado), an Accredited Investment Fiduciary™ (The Foundation for Fiduciary Studies, Bridgeville, PA), and a Professional Plan Consultant™ (The Foundation for Fiduciary Studies, Bridgeville, PA)
Professional and Community Service
Joe is proud to serve as a leader in his profession as a member of the RI Society of Financial Service Professionals. Joe also serves as a member of the Financial Planning Association of RI, and the Estate Planning Counsel of RI.
Personal Information
Joe, along with his wife, Karen, and his daughters, Kalena and Keara, reside in Exeter. Joe enjoys skiing, golf, running, hiking, and bicycling.