Broker Check

Our Team

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Randal Poirier, ChFC®, Financial Planner, Partner
Randal brings 20 years of experience and insight to every client interaction. A seasoned financial services professional, he successfully completed the rigorous CFP® Certification Curriculum from the American College. He also earned the comprehensive Chartered Financial Consultant (ChFC®) designation to offer you in-depth knowledge. He was a qualifying member of the Million Dollar Round Table ten years in a row, striving for the highest standards of knowledge, ethics and service for clients. In addition, Randal is a fourteen-time ACE Award recipient, one of the highest national honors from his former brokerage firm, which demonstrates his commitment to excellent client service. He was also inducted into the last class of the Signator Investors, Inc. Advisor Hall of Fame in 2019, and is one of less than 250 Advisors to have ever been named to this prestigious group. 

He studied Business Administration at Bryant University. He is also dedicated to his ongoing continuing education as a ChFC® designee. Randal enjoys giving back to the community as a supporter of the Robert Potter League for Animals, the Island Moving Company and other select Newport County non-profits. He and his wife enjoy traveling and downhill skiing, and spending time with their two adopted rescue dogs. He also enjoys sailing his sailboat in coastal New England waters each summer.


The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered. 

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.