Our Specialists

 


 



 










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.


 


Herbert K. Daroff, J.D., CFP®


Richard J. Petrucci, Jr., J.D., CPA, CFP®


Estate & Business Planning



David A. Schuster, J.D.

Laurie K. Burkhardt, CFP®

Financial Planning


Greg J. Pinto, MBA, CLU®, ChFC®, CFP®

Anthony J. Leonardo, CLU®, ChFC®  

Investment Specialist                                                                                   


Robert M. Piatelli

Life Insurance                                                                        


Steven M. Cunha, CFP®, CLU®

Retirement Planning


Jerald P. Facey

Disability Income Insurance


Edwin U.Bleiler                                                                                                                           Employee/Group Benefits       


Mark R. McManus

Annuities

Long Term Care Insurance

   


Oceanstate Financial Services is a separate entity from New England

Financial and New England Securities Corp.