Oceanstate Financial Services - Elaine M. Carvelli

401 Wampanoag Trail, Suite 100, East Providence, RI, US, 02915
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Oceanstate Financial Services - Elaine M. Carvelli

Oceanstate Financial Services, an affiliate of Baystate Financial Services, is a part of New England Financial's rich history of financial service and guidance that stretches back over a century. They bring this history of excellence to the assistance they provide on insurance, investment management through New England Securities, estate planning, business succession strategies, employee benefits, retirement funding strategies, long-term care insurance and education funding. They offer a group of highly trained professionals dedicated to helping successful individuals, executives and business owners like you in building your financial future.

Their organization provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs.

Oceanstate has a team of professionals who are among the most highly respected in the industry. These individuals are available as a resource to work with you and your advisor's to design and implement strategies that are right for you. Oceanstate has the knowledge you need to develop a solid strategy.

Products & Services

Planning Services

  • Fee Based Financial Planning
  • Income Continuation in the event of death, disability, and retirement
  • Estate Planning
  • Asset Protection
  • Business Succession
  • Analysis and Selection of Asset Allocation for Retirement, College Funding, etc.

Insurance Products

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Fixed and Variable Annuities

Investment Products

  • Brokerage Accounts
    Mutual Funds
    Managed Accounts

Employee Benefits

  • Group Insurance
  • Healthcare
  • Dental Coverage
  • Life Insurance
  • Short Term and Long Term Disability
  • Qualified Retirement Plans and IRAs