Stephen Connaughton

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Stephen Connaughton is a financial consultant based in Providence, Rhode Island, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Stephen aims to understand each client's specific situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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