Jim Joly, President and Financial Consultant at Greenwich Bay Wealth Management, recently presented a “Social Security, Retirement and 2020 Tax Updates” workshop to a packed house at 1149 Restaurant in East Greenwich.
Greenwich Bay Wealth Management
233 Main Street | East Greenwich, RI 02818
401-884-7707 | Fax: 401-884-7717
Disclosures
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.
Greenwich Bay Wealth Management is registered to offer securities in the following states: CA, CT, FL, IN, OH, RI.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., Registered Investment Advisors. Cambridge and Greenwich Bay Wealth Management are not affiliated.
Cambridge does not offer tax or legal services.
