Medeiros Financial Services, Inc.
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| Name: | Medeiros Financial Services, Inc. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 10 Jan 2003 (23 years ago) |
| Identification Number: | 000129310 |
| ZIP code: | 02886 |
| City: | Warwick |
| 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: |
2348 POST ROAD OFC, WARWICK, RI, 02886, USA
|
NAICS
523930 Investment AdviceThis 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
| Name | Role | Address |
|---|---|---|
| JOSEPH A. MEDEIROS | Agent | 2348 POST ROAD OFC, WARWICK, RI, 02886, USA |
| Name | Role | Address |
|---|---|---|
| JOSEPH A MEDEIROS | PRESIDENT | 76 HOPKINS HILL ROAD EXETER, RI 02822- USA |
| 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 |
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Date of last update: 10 Jul 2025
Sources: Rhode Island Department of State