Our Team



planner with couple


Oceanstate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisor's to design and implement strategies that are right for you.  Oceanstate has the knowledge you need to develop a solid strategy.
 


 

Our Specialists
 
Herbert K. Daroff, J.D., CFP®
Richard J. Petrucci, Jr., J.D., CPA, CFP®                    
Estate & Business Planning
 
Laurie K. Burkhardt, CFP®
Financial Planning
 
Greg J. Pinto, MBA, CLU®, ChFC®,  CFP®
Anthony J. Leonardo, CLU® , ChFC®                                                                                      
Investment Management
 
Robert M. Piatelli
Life Insurance                                                                        
 
Steven M. Cunha, CFP®, CLU®
Retirement Planning
 
Jerald P. Facey, CFP®
Disability Income Insurance
 
Edwin U. Bleiler                                                                                                                         
Employee/Group Benefits       
 
Mark R. McManus
Annuities  
Long Term Care Insurance
 
John F. Raycroft
Special Needs Planning
 
 
Oceanstate Financial Services is a separate entity from
New England Financial and New England Securities Corp.