My Strategic Partners

Financial Independence is possible for you and your family

Navigating your financial journey

 Schedule a complimentary one-on-one consultation to create your Financial Needs Analysis (FNA) and begin building your financial house

To schedule your appointment with Charlotte

Contact Charlotte at

401-742-7356

1255 Oaklawn Avenue Suite R Cranston, RI 02920

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Charlotte J Doherty FINRA Broker Check