Our Services

We know that building a life, building a business, building a future is what matters. Your investments and insurance are tools you use to build that future. We’ve partnered with Commonwealth Financial Network®, member FINRA and a Registered Investment Adviser, to make sure you have the right tools for the job. As one of the country’s leading independent broker/dealers, Commonwealth provides industry-leading resources that support BankRI financial consultants’ efforts and help you make informed decisions.


Investment Services For Individuals


Everyone’s financial life is different. We all have different challenges, opportunities, and goals. Fortunately, there are strategies to work toward meeting all of them. It’s our job to help you identify those strategies, to put them into action, and to keep them on the right track. So whether you’re planning for college, retirement, a home, or the next generation, see how BankRI Investment Services can help.

Investment Services For Businesses


Businesses come in all shapes and sizes, and have different needs. But whether you’re a sole proprietor or corporate officer, you want to do what’s best for your organization and its people. From 401(k) retirement plans, to key-man life insurance, we have the financial tools your business needs and the expertise to help find a good fit. We make it easy to give us a call, get some answers, and get back to business.