Skip to main content
menu
  • Home
  • Individual & Family
    • Client Experience within CFW
    • Core Financial Wellness Planning Process
    • What is Core Financial Wellness (CFW)
  • Insurance Services
    • Life Insurance that Rewards Healthy Living
    • Long Term Care
    • Term Life Insurance Quote
  • Corporate Advisory
    • Specialist vs. Generalist
    • Disclosure of Services
    • Multiple Employer Plans
    • Executive Benefits
    • Business Succession
  • Resources
    • Blog
    • Financial Calculators

Kristen Mota

Kristen Mota

Operations Manager
Kmota@indfp.com
401-691-4175

Office

449 Thames St
The Mill Building, Suite 301-C
Newport RI 02840

Contact Info

(401) 236-2350
Liz@Newportcfp.com

     

Contact Us Now

CAPTCHA

449 Thames St, Suite 301-C - Newport, RI 02840 - 401-236-2350

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We are registered to sell Securities in Rhode Island.

We are licensed to sell Insurance Products in Rhode Island.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

 

© 2023 Core Financial Partners All rights reserved.