Wealth Management and Investment Services

Guided Financial has the knowledge and experience to help identify which investments are most appropriate for our clients. As a client-centered firm, we take pride in having wide ranging knowledge over various asset classes. As a firm powered by LPL, we are also offered one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

We provide access to and advice in the following areas:

  • Equities
  • Fixed Income
  • Mutual Funds and ETFs
  • Annuities
  • Alternative Investments
  • 3rd Party Investment Managers
  • Cash and Banking Services
  • Education Funding

Contact Us

Coping With Volatility


The investment professionals at Guided Financial Strategies, LLC are registered representatives with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Contact Info

4 Broadway Ave Ext, Suite 3C,
Mystic, CT 06355

11 Main Street,
Slatersville, RI 02876

(860) 291 2800

Useful Links

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states and localities:  AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit http://www.sipc.org. This should not be considered a solicitation or offer to sell securities in any state in which we are not registered.