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Medeiros Financial Services, Inc.

Company Details

Name: Medeiros Financial Services, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 10 Jan 2003 (22 years ago)
Identification Number: 000129310
ZIP code: 02886
County: Kent County
Purpose: PROVIDE CONSULTATION SERVICES ON FINANCIAL PLANNING, PLANNING FOR BUSINESS OWNERS, RETIREMENT PLANNING, ESTATE PLANNING. SALES AND CONSULTATION OF INVESTMENT PRODUCTS AND SERVICES, AS WELL AS, INSURANCE PRODUCTS AND SERVICES.
Principal Address: Google Maps Logo 2348 POST ROAD OFC, WARWICK, RI, 02886, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
JOSEPH A. MEDEIROS Agent 2348 POST ROAD OFC, WARWICK, RI, 02886, USA

PRESIDENT

Name Role Address
JOSEPH A MEDEIROS PRESIDENT 76 HOPKINS HILL ROAD EXETER, RI 02822- USA

Form 5500 Series

Employer Identification Number (EIN):
550184500
Plan Year:
2019
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2018
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
1
Sponsors Telephone Number:
Plan Year:
2017
Number Of Participants:
1
Sponsors Telephone Number:

Filings

Number Name File Date
202443715390 Annual Report 2024-01-03
202325814430 Annual Report 2023-01-06
202207615780 Annual Report 2022-01-04
202101757810 Annual Report 2021-09-20
202101759120 Statement of Change of Registered/Resident Agent Office 2021-09-20

USAspending Awards / Financial Assistance

Date:
2020-05-04
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
20833.00
Total Face Value Of Loan:
20833.00

Paycheck Protection Program

Date Approved:
2020-05-03
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
20833
Current Approval Amount:
20833
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
20984.25

Date of last update: 21 May 2025

Sources: Rhode Island Department of State