- Tax Planning
- Charitable GivingCorrigan Financial, Inc. believes whole-heartedly in the importance of community service and in supporting the good work of non-profit organizations both in RI, and nationally. CFI staff are encouraged to get involved with organizations that are important to them and are supported in their efforts.
- Tax ServicesAndre joined Corrigan Financial in February 1997 and is a shareholder in the firm. He is the firm’s Director of Financial Planning and Tax Services. He is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Andre holds a Master of Science in Taxation degree from Bentley College and a Bachelor of Science in Business Administration degree from Salve Regina University. He is a member of the American Institute of Certified Public Accountants (AICPA), the Rhode Island Society of Certified Public Accountants (RISCPA) and the Financial Planning Association of Rhode Island. He previously was employed as an Audit and Accounting Manager with Casten, Victor and Company, CPAs. Andre served as the past President of the Portsmouth Youth Football Association and is the current Treasurer.
- Income Tax
- Investment ManagementTaxes are an integral part of your financial world. Our tax knowledge is a distinct benefit of working with Corrigan Financial. We incorporate tax considerations into both our planning and our investment management.
- Wealth ManagementJo-Ann joined Corrigan Financial in March 2003. She serves as the firm's Wealth Management Relationship Coordinator. Jo-Ann has passed the Series 3, 4, 7, 8, 24, 53, 63 and 65 exams. In 2022, Jo-Ann earned her Financial Paraplanner Qualified Professional
- Accounting Services
- Financial PlanningWe understand the language of numbers and believe the best financial planning considers many elements that contribute to financial success.
- Retirement PlanningWe provide comprehensive investment advisory and consulting services for corporate pension plans. Our full-service pension plan solution focuses on fiduciary diligence, diverse investment options, participant education and full disclosure of all fees and expenses.
- College Funding