Nathan Falso, Financial Advisor located in Warwick, RI

Financial Advisor
Nathan R Falso

CFP®, CPWA®
120 Lambert Lind Hwy, Unit 2, Warwick, RI 02886opens in a new window
Accepting New Clients
Serving clients with $1,000,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Employee Stock Options
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Golfing
  • Health & Nutrition
  • Real Estate
  • Spending Time with Family

Team Members

  • Pat Butler
    Sr. Branch Office Administrator
  • Sara Lapin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(401) 461-2831

Fax

(888) 670-6248

Office Address

120 Lambert Lind Hwy
Unit 2
Warwick, RI 02886opens in a new window

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