Improving the Trajectory of Your Financial & Retirement Future
Maggie Koosa | CEO & Financial Advisor
As an independent Investment Advisor Representative and fiduciary, free from sales quotas and company-branded products, Maggie focuses solely on your best interests. She is also a licensed Insurance Agent and an esteemed Certified Exit Planning Advisor within the Exit Planning Institute.
Maggie focuses on your unique financial situations, needs and concerns; she’s service-minded and genuinely cares about your well-being and financial aspirations. She works to help you grow and protect wealth now and for future generations. Maggie is committed to providing specialized knowledge and upholding rigorous ethical standards, ensuring your financial journey is marked by comprehensive and personalized guidance. Her tailor-made financial solutions offer clarity for confident living, working, playing, and investing. She emphasizes that “you have to financially plan for quality of life.” Her guidance encompasses all aspects of financial life, including tax strategy, estate planning, and alternative investment strategies. “White glove service” is a hallmark of the business ethic at The Alchemists.
Away from work, Maggie enjoys philanthropy, reading, playing competitive sports, traveling and getting to spend quality time with her family.
Volunteer & Support Our Philanthropic Efforts
Along with helping pre-retirees and retirees in their financial and retirement journey, we support and volunteer at various local organizations to support their efforts to better the community and lives of others.
The Izzy Foundation
The Izzy Foundation is a national nonprofit located in Providence, Rhode Island whose mission is to design, fund and IZspire creative projects and programs for families whose children have cancer or other life altering medical conditions to LIVE, LAUGH, LOVE and PLAY.
Boys & Girls Club of Northern Rhode Island
The Boys & Girls Club of Northern RI works to assure success is within reach of every young person who enters their doors. They are committed to making sure all members are on track to create and realize their own plan for the future as they strengthen the values of good character, citizenship, and living a healthy lifestyle.
Inspiring Minds
Inspiring Minds' mission is to support Providence Public Schools by connecting trained volunteers to struggling students to develop close connections through which young people discover who they are, gain skills to shape their own lives, and learn how to interact and contribute to the world around them.