Anthony Lizzi, Financial Advisor

FINANCIAL ADVISOR
Anthony M Lizzi

CFP®, CEPA®, AAMS™, CRPC™
850 Main Street, East Greenwich, RI 02818opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Entrepreneurs & Business Owners

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Cooking
  • Golfing
  • Music

Team Members

  • Stella Maris-Martin
    Sr. Branch Office Administrator
  • Valerie Cahill
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(401) 821-5098

Fax

(866) 532-7750

Office Address

850 Main Street
East Greenwich, RI 02818opens in a new window

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