Trust and Competence are key.
When choosing a financial advisor you should do your research. Ask the following;
What types of clients do you typically work with?
What is your track record and performance? (be wary of false promises!)
How can you help me pursue my goals, will you take into account my values?
How do I pay you?
Are you licensed and insured?
These are just a few of the questions you should be asking. And if they can not answer those, you should seek someone who can. Handling a clients financial planning is no small task and one that requires the utmost competence. I have partnered with the XY Planning Network which allows access to over 600 financial experts across the United States that specialize in various areas of finance to bring you the best in finance.
Get in touch
At MB Financial Planning managing elements of your families financial well being is a choice not to be taken lightly. That’s why I offer free consultations to walk you through your needs, the scope of your goals, and your budget.
Book an appointment ▸
Let’s introduce our team
Founder and Chief Compliance Officer
Bryant University
Advanced Graduate Studies in Financial Planning, 2015
Salve Regina University
Masters in Business Administration, 2012
Northeastern University
Bachelor of Science in Criminal Justice and Political Science, 2006
Investment Advisor Representative
Michael Bronson
After 20 years in law enforcement Michael learned a passion for finance investigating and solving financial crimes. He and his family created a farm in Richmond, Rhode Island where he enjoys spending time outdoors with his family.
Activities & Affiliations
• Instructor at Roger Williams University, Bristol RI
• Elected class leader of RIMPA 2007 class
• XY Planning Network, member
Licensed and Insured
• Insured through Starkweather & Shepley, Providence, RI
• Series 65 license, State of Rhode Island & Massachusetts
• Financial Planning coursework completed at Bryant University, Smithfield RI
Chris Sarasin, Enrolled agent
Currently has 8 years in law enforcement and a passion for investigations in the realm of finance and fraud. He is currently an instructor of CRASH investigation for the Rhode Island Municipal Police Training Academy.
In the tax world, he is an Enrolled Agent (EA) and enjoys working with clients to help them ensure accurate and beneficial tax returns.
Johnson & Wales University
Bachelor of Science in Criminal Justice, 2012
Master of Science in Criminal Justice Administration, 2013
Contact Chris to make an appointment here:
chrissarasintax@gmail.com
401.263.7812
Amanda Bronson, Secretary & Client relationships
Amanda keeps us all on track. She is the master of scheduling, emails, and keeping the rest of us on task. Amanda has made quite the niche in Rhode Island with rescuing, canine grooming, equestrian, etc. With not only her own farm she manages a family of four.
Amanda can help with any client portal software and will ensure you have a worthwhile experience here at MB Financial.