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Synthesis Advisors

Tom Manning

Tom Manning
CFS




Address:
115 Adirondack Drive
East Greenwich, RI 02818

Map it | Directions | Website


(508) 202-0590

30 Years of Experience

  • Insurance License# RI 1071372, Ma 1754734
  • Firm CRD# 13905
  • Series 26, 66, 65, 63, 6
  • CRD# 4106988

Offers & Pledges

  • I provide a free initial consultation:

When you work with me, you are working with someone who
is not conflicted by pressure to market proprietary
products (my broker dealer,Cambridge has none). I have
access to a vast array of information, products,
services, and experts from retirement planning to asset
allocation to help you analyze and implement a financial
strategy to meet your financial needs.


  • HighLights

HIGHLIGHTS


General Information
Insurance License#: RI 1071372, Ma 1754734
Name of Broker/Dealer: Cambridge Investment Research
Name of Custodial Firm: National Financial
States Licensed in: RI,MA,FL,VA,CA,NH,PA,ME
Number of Years with Current Firm: 2
Work Experience: I have worked in either the accounting or banking
business since 1977 through 1999. In 2000 I joined
New England Financial. My current broker dealer is
Cambridge Investment Research My own company's business
name is Synthesis Advisors. I also have been a
board member of Essex County Credit Union and
Greater Lynn Mental Health
I work with the following types of clients: Individual Investors, Businesses, Non-Profit Organizations
 
 

Services
Investment Types: Annuities, Mutual Funds, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
 

Qualifications & Memberships
Insurance and Annuity Licenses: Annuity, Health, Life, Variable Annuity, Variable Life
Financial Organization Memberships: Financial Service Institute
Non-Financial Organization Memberships: Appalachian Mountain Club
 

Firm Information
Number of Advisors in Office: Up to 10 employees
I work with clients as part of a team: Yes
 

Compliance
Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $50,000.00
Compensation Methods: Based on Assets
 

Articles

Five vital questions to prepare for your financial future
Have you ever wondered if you'll be able to afford retirement? Do you question if your finances will keep you afloat if your family were to experience a medical emergency or another expensive and unplanned event? Take one hour to review your finances and discover if there are areas where your plans can be stronger. more

Women's finances: Embrace the power of the purse
Every woman should have a healthy relationship with money, but the reality is that many women still heavily rely on men to handle their finances. Now is the time for women to break out of the traditional role and take action to gain financial independence. more

Tips for newlyweds to talk about money
If you haven't yet butted heads with your mate over money, chances are you will one day. No matter how compatible a couple is or how much they adore each other, money and how to manage it can still be a source of conflict - even in the best of marriages. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

  • RI
  • MA
  • FL
  • VA
  • CA
  • NH
  • PA
  • ME

Market Watch


 
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