Financial Services

Stephen Bowden Investments
Independent investment advisor with 40+ years of experience helping individuals and businesses grow and manage investment and retirement accounts. Offers competitive fees, commission options, and personalized guidance.

Cristi Frederickson-Willis, Northwestern Mutual
I offer comprehensive financial planning for businesses and individuals. Everyone deserves to know the possibilities they have available to them!

OMNI Financial
OMNI Financial in Lakewood provides Military Lending Act-compliant personal loans from $500–$10,000 for active-duty military, retirees, and DoD employees. Trusted nationwide, with online and local branch service.

Johnson Wealth Advisors
We provide personalized financial guidance by taking the time to understand your unique goals and circumstances. Through a step-by-step approach, we develop strategies designed to help you achieve long-term financial success.

Washington Trust Bank
Washington Trust Bank is the Northwest’s largest privately owned bank, offering personal, private, commercial, and small business banking, home loans, and credit cards with local expertise and community-focused service.


Banner Bank
Dream big with Banner Bank. Solutions for better banking. We support small businesses with a variety of solutions.

Mechanics Bank – Deborah Leibel
Personalized mortgage solutions tailored to your goals. Whether buying or refinancing, I provide expert guidance, exceptional service, and lifelong support to help you achieve financial success and make informed lending decisions.