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portrait of Steve Grasso
FINANCIAL ADVISOR

Steve Grasso

CFP®, AAMS™
95 Sockanosset Cross Road, Suite 103, Cranston, RI 02920opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Steve

As a financial advisor, I am focus on building trust with my clients, helping them reach their goals and helping in their journey to their paths to these goals. In these moments, we know we’re making a difference; they exemplify our accountability, our passion for our work and our integrity. Truly our committed purpose!

I have been a licensed financial advisor since 2002, making my tenure of over 20 years with Edward Jones. I serve in several leadership roles, including for the last seven years on our Grassroots Taskforce, a group that travels annually to Washington, DC to advocate for sound...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Domestic Partner Finances
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Williams CollegeCertificate
  • Bryant UniversityCertificate

Personal Interests

  • Car Restoration
  • Golfing
  • Vintage Cars
  • Wine Collecting/Enthusiast
  • Walking

Team Members

  • Jessica Jimenez
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(401) 944-0409

Fax

(888) 203-9555

Office Address

95 Sockanosset Cross Road
Suite 103
Cranston, RI 02920opens in a new window

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