Investment Advice
Manta has 12 businesses under Investment Advice in Warwick, RI
Featured Company Listings
91 Toll Gate Road
Warwick, RI
(401) 739-4322
CLAIMED
Categorized under Investment advice
Amanda Chartier is a dedicated Financial Advisor at Toll Gate Capital Advisors, LLC, specializing in personalized wealth management, retirement planning, investment guidance, and fiduciary-focused financial solutions. With a strong academic background, graduating magna cum laude and holding FINRA Series 7 and Series 66 registrations, Amanda combines business insight and financial expertise to help individuals, families, and professionals pursue long-term financial success and confidence. Known for her client-centered approach and commitment to clear communication, Amanda enhances the client experience with tailored strategies, proactive risk management, and guidance at every stage of the financial planning journey. Outside of finance, she enjoys gardening, nature, travel, and discovering new culinary experiences, enriching her holistic approach to personal growth and service excellence in wealth advisory.
Categorized under Investment counselors
Value isn't everything, it's the only thing. Most investment advisory firms do the same thing when investing your capital: create a portfolio consisting of mutual funds, bonds, and cash. If the market has a bad year, your portfolio has a bad year. HiTek Capital Management is different because in addition to offering traditional investment vehicles, we further seperate ourself by implementing our own option strategies to generate income, acquire positions, hedge, and reduce costly management fees.
As an Investment Advisor we are a fiduciary organization. This means we do not sell investment products in order to get paid. Instead, we work only for our clients and only in their best interests-without conflict of interest.
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Warwick, RI
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
All Company Listings
91 Toll Gate Road
Warwick, RI
(401) 739-4322
CLAIMED
Categorized under Investment advice
Amanda Chartier is a dedicated Financial Advisor at Toll Gate Capital Advisors, LLC, specializing in personalized wealth management, retirement planning, investment guidance, and fiduciary-focused financial solutions. With a strong academic background, graduating magna cum laude and holding FINRA Series 7 and Series 66 registrations, Amanda combines business insight and financial expertise to help individuals, families, and professionals pursue long-term financial success and confidence. Known for her client-centered approach and commitment to clear communication, Amanda enhances the client experience with tailored strategies, proactive risk management, and guidance at every stage of the financial planning journey. Outside of finance, she enjoys gardening, nature, travel, and discovering new culinary experiences, enriching her holistic approach to personal growth and service excellence in wealth advisory.
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Warwick, RI
Categorized under Financial Advisory Services
Categorized under Investment counselors
Value isn't everything, it's the only thing. Most investment advisory firms do the same thing when investing your capital: create a portfolio consisting of mutual funds, bonds, and cash. If the market has a bad year, your portfolio has a bad year. HiTek Capital Management is different because in addition to offering traditional investment vehicles, we further seperate ourself by implementing our own option strategies to generate income, acquire positions, hedge, and reduce costly management fees.
As an Investment Advisor we are a fiduciary organization. This means we do not sell investment products in order to get paid. Instead, we work only for our clients and only in their best interests-without conflict of interest.
Categorized under Financial Advisory Services
Categorized under Financial Advisory Services
Categorized under Financial Planning Consultants
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Rhode Island
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