Matthew
Dufresne
Global Retirement Partners LLC
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About this Advisor
Matthew Dufresne is a financial advisor based in Providence, Rhode Island, working with Global Retirement Partners LLC. Matthew has previously held positions at Strategic Retirement Partners, Rhode Island College, Navigant Credit Union, Lpl Financial, LLC, and Global Retirement Partners LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Rhode Island. Currently, Matthew is part of Global Retirement Partners LLC, which operates out of Providence, Rhode Island. The firm has 193 offices and 505 employees. The firm manages assets totaling $140.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Global Retirement Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Global Retirement Partners LLC Brokerage Details
$140,720,840,748
505
28,908
$4,867,886
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Dufresne Work History
Lpl Financial, LLC
Global Retirement Partners LLC
Strategic Retirement Partners
Navigant Credit Union
Rhode Island College
Disclosures
Please visit the SEC profile of Matthew Dufresne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Global Retirement Partners LLC
Pittsburgh, PA
Sandy, UT
Frederick, MD
San Rafael, CA
San Rafael, CA
Salt Lake City, UT
San Rafael, CA
San Rafael, CA
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