Steve Grasso, Financial Advisor located in Cranston, RI

Financial Advisor
Steve Grasso

MBA, CFP®, AAMS®
95 Sockanosset Cross Road, Suite 103, Cranston, RI 02920opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Domestic Partner Finances
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Car Restoration
  • Golfing
  • Vintage Cars
  • Wine Collecting/Enthusiast
  • Walking

Team Members

  • Jessica Jimenez
    Sr. Branch Office Administrator
    FPQP®

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 By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(401) 944-0409

Fax

(888) 203-9555

Office Address

95 Sockanosset Cross Road
Suite 103
Cranston, RI 02920opens in a new window

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