At Brown Lisle Cummings, we see uncertainty as opportunity. Our experienced team of advisors will help you construct a financial blueprint destined for future success.
Founded in 1912, the firm offers financial planning and investment management services tailored to each client’s individual needs and objectives. With over 100 years of history, we provide a unique perspective on growing wealth through various financial strategies. As Rhode Island’s oldest independently owned investment firm, we embody professionalism, continuity, and strength, enabling clients to thrive regardless of market conditions. Our hybrid model allows clients to choose fee-based planning or traditional brokerage, and we have agency relationships with major insurance carriers for annuities, long-term care, and life insurance. Our advisors possess the knowledge, experience, and resources to provide sound financial guidance for any unique situation.
Hybrid model allowing clients to choose fee-based planning or traditional brokerage
Agency relationships with major insurance carriers for annuities, long-term care, and life insurance
Over 100 years of experience providing financial strategies
Independently owned and operated by partners, not pressured by upper management or shareholders
Services
Investment Advisory Services
Customized investment management for individuals and institutions, including retirement income and financial planning.
Market analysis that is completely unbiasedContinuous supervision and monitoring of investmentsObjective advice without financial incentives to recommend specific stocks or funds
Retirement Income and Financial Planning
Planning for retirement income and overall financial strategy.
Steps to consider for accumulating retirement fundsBalancing work and leisure for lifestyle matters
Trust and Estate Services
Appraising estates for tax purposes and guiding estate settlement.
Appraisal of estates for state and federal tax purposesGuidance on timing and documentation for estate settlement
Insurance and Annuities
Well-structured insurance strategy and annuity options.
Protection against financial consequences of unexpected eventsChoice of annuities and life insurance products
Credentials & Certifications
Partner
Certified Financial Planner (CFP)
Retirement Income Certified Planner (RICP)
Five Star Wealth Manager
Frequently Asked Questions
What is the purpose of the Investor Protection Checklist? +
The checklist outlines best practices for investors across six key areas to help protect their identity and mitigate potential security risks, including managing devices, protecting passwords, surfing the web safely, protecting information on social networks, protecting email accounts, and safeguarding financial accounts.
How does Brown Lisle Cummings ensure the security of client information? +
The firm undergoes training regarding electronic communication, continuously reviews security procedures, and encourages clients to embrace a series of measures to help protect their identity and mitigate potential security risks, such as managing devices, protecting passwords, surfing the web safely, protecting information on social networks, protecting email accounts, and safeguarding financial accounts.
What should I do if I suspect my email account has been compromised? +
If you suspect that your email account has been compromised, you should call Brown, Lisle/Cummings, Inc immediately.
What should I do if I suspect my account has been compromised? +
If you suspect that your account has been compromised, you should call Brown, Lisle/Cummings, Inc immediately.
