First Financial Advisory Services, Inc.

First Financial Advisory Services, Inc. is a financial planner in Westerly, RI. The firm provides comprehensive financial planning, asset management, and a registered investment advisory, and it works with individuals, families, small business owners, and their employees. Its services include retirement planning, investment management, and tax preparation referral. First Financial Advisory Services has served clients for more than 40 years and operates as an independently owned financial consulting firm and a full-service Registered Investment Advisor acting in a fiduciary capacity. Geraldine B. Cunningham, ChFC, CLU, is Financial Advisor and President; she earned her designations from the American College in Bryn Mawr, PA, joined the firm in 1981, and has served on the boards of the Greater Westerly-Pawcatuck Chamber of Commerce and the Wood-Pawcatuck Watershed Association, as well as the RI Estate Planning Council and the RI Long-Term Care Coordinating Council.

The firm takes a team approach, gathering opinions from professionals with diverse backgrounds, education, and experience. It holds that no single strategy fits everyone, so each client receives attention from planning through execution and follow-up, with a proactive approach to addressing financial goals as circumstances change. The firm's stated mission is to understand each client's needs, wants, and long-term goals and to develop, implement, and monitor a strategy suited to that individual situation. It aims to act as a coordinator for planning and monitoring a client's financial future rather than replacing other professional advisors.

First Financial Advisory Services is located at 85 Beach Street, about 0.2 miles from Beach Street. Westerly Hospital and the Westerly Hospital Medical Association Library are both roughly 0.3 miles away, State Street Elementary School is about 0.5 miles away, and Kimball Park is about 0.6 miles away.

The firm has served the Westerly area for more than 40 years as an independent advisor, and its president holds the ChFC and CLU designations.