Financial planner in East Providence, RI (show on map)
5.0
★★★★★
4 reviews
Financial Advisor offering comprehensive personal and business financial services, including retirement, estate, and protection planning, as well as investment and insurance solutions.
Luis Obando, a Marine Corps combat veteran and Financial Advisor at National Financial Network, assists clients in defining financial goals and achieving financial freedom through personalized financial strategies, including retirement, estate, protection, investment, and employee benefits planning. Based in Pawtucket, RI, Luis leverages the expertise of his team to deliver comprehensive financial solutions across the United States.
Team approach leveraging associates' knowledge
Access to a suite of protection products through The Guardian Network™
No obligation to use any one company's products, prioritizing client needs
Services
Retirement Income Planning
Strategies to plan and manage retirement income sources.
Estate Planning Strategies
Planning to manage and distribute assets after death.
Charitable Giving Strategies
Planning to maximize the impact of charitable donations.
Protection Planning
Insurance solutions to mitigate financial risks.
Legacy Planning
Planning to ensure assets are transferred according to the client's wishes.
Investment Services
Management of investment portfolios to meet clients' financial goals.
IRAs, Roth IRAs529 PlansFixed and Variable Annuities
Credentials & Certifications
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS)
Financial Representative of The Guardian Life Insurance Company of America®
CA Insurance License Number - 0M84912
Reviews
Rating
5
★★★★★
Reviews
4
"Very knowledgeable, helpful and professional!"
Frequently Asked Questions
What is a Self-Employed Retirement Plan? +
Tax-deferred retirement plans for self-employed individuals with higher contribution limits than IRAs.
What is a Traditional IRA? +
A retirement account that allows contributions to be made on a pre-tax basis, potentially reducing taxable income.
What is a 401(k) Plan? +
An employer-sponsored retirement plan that offers tax-deferred growth on contributions and employer matching contributions.
What is a Roth IRA? +
A retirement account where contributions are made with after-tax dollars, but qualified withdrawals are tax-free.
5.0
