Your Financial Journey

Your Financial Journey

By Providence Wealth AdvisorsBusinessInvesting
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Your Financial Journey episodes

  • Your Financial Journey: A Special Holiday Podcast

    Join the entire Providence Wealth Advisors team as we prepare for the Christmas season by recalling our most memorable people, events and experiences of the past year. It's our 2020 Holiday podcast and we thank you for listening!

    From all of us at Providence Wealth Advisors, thank you for your trust and support. We wish you a Christmas season filled with peace, good health and happiness.

    With You Every Step of the Way
    With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

    Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

    15 min
  • Your Financial Journey: The Current Investment Environment

    How did we get here and where can we expect to go? Learn from Doug DeGroot, CFP®, Executive Vice President of Providence Wealth Advisors, as he reviews the financial events of 2020 and considerations driving rationale for the future.

    With You Every Step of the Way
    With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.

    Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

    21 min
  • Your Financial Journey: Meet the Providence Wealth Advisors Investment Group

    Listen as Doug DeGroot, CFP®, Executive Vice President, provides a brief introduction to Providence Wealth Advisors (PWA), it's unique affiliation with Providence Bank & Trust and the investment approach the PWA team uses to serve clients.

    Enjoy a Personal, Trusted Relationship
    At Providence Wealth Advisors, our team of investment professionals is dedicated to you, your family and your wealth management goals. As a true community based financial organization, we also offer numerous trust services through our parent company, Providence Bank & Trust. Together, we build trusted relationships that provide you with the peace of mind you deserve.

    Thank you for listening. Connect with Providence Wealth Advisors on Facebook, or LinkedIn.

    8 min

About Your Financial Journey

From the publisher's feed

Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products…