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CONTACT US

Diversified Resources LLC
70 Jefferson Blvd, 4th Floor.
Warwick, RI 02888
(401) 941-1500

Toll free: (800) 968-9753
Fax: (401) 941-1511

 

QUESTIONS WE MAY ASK WHEN YOU CALL:

  • How did you hear about us?
    • Referral – If yes who referred you
    • Internet
    • Other
  • Estimated Range of Investable Assets – such as an IRA, previous employer 401k, or non-retirement investment.

At this time, we are only accepting clients with over $200,000 of investable assets.

  • What prompted you to contact us?
  • Have you met with a financial advisor in the past?  If yes who?
  • Upon scheduling we will need some basic personal information
    • Name, address, email, phone number
    • If applicable same info for spouse or domestic partner

If you decide to schedule a meeting with one of our advisors, part of the process is to send out a letter confirming the appointment which includes a list of helpful information to have available for review.  The letter can be emailed, faxed, or sent via standard US mail. 

Directions to Diversified Resources, LLC
70 Jefferson Blvd. 4th floor
Warwick, RI 02888
(401) 941-1500

From the South: 

Take I-95 North to exit 31C (old exit 15), Jefferson Blvd. At the end of the exit take a right onto Jefferson Blvd. #70 is located approx. ¼ mile on the left. Diversified Resources, LLC is on the fourth floor. 

From the North: 

Take I-95 South to exit 31C (old exit 15), Jefferson Blvd. At the end of the exit take a left onto Jefferson Blvd. #70 is located approx. ¼ mile on the left. Diversified Resources, LLC is on the fourth floor. 

If you are traveling on Route 295 southbound:
Take exit 3 onto Route 37 eastbound.
Once on Route 37, take exit 3A. (You will not continue onto I-95).
The second exit will be Jefferson Blvd.