Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Manuel R
Series 63, Series 65, Series 66
Rumford, RI
Bountiful Investment Management LLC
Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Bountiful Investment Management since 2015 and Euclid Financial Services since 2010, where he serves as Regional Director focusing on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients through asset management by third-party sub-advisers, written financial planning, and educational seminars. The firm typically operates on a non-discretionary basis and combines multiple analytical methods with strategic and tactical asset allocation while monitoring sub-adviser performance.
Joshua W
Series 63, Series 65
Rumford, RI
Bountiful Investment Management LLC
Joshua Wells is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bountiful Investment Management since 2015. Wells is also the proprietor of Euclid Financial Services LLC, through which he brokers insurance products for clients as needed. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management via third-party sub-advisers, written financial planning, and educational seminars on topics such as retirement and estate planning. The firm primarily operates on a non-discretionary basis while monitoring sub-adviser performance and employs a mix of analytical methods along with strategic and tactical asset allocation.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters