Thomas J. Case MPA

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Thomas J. Case MPA About
Knowledge is the key to a successful financial future. I am licensed to sell securities in AZ, CA, CT, MA, RI, TN. Member SIPC (www.sipc.org).

My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. I am licensed to sell insurance in AR, AZ, CA, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NJ, OH, OR , RI, SC, TN, TX, VA, WA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500. CA license number 4138681.

When was the last time you gave your finances a check-up? This month is a great opportunity to review:✅ Savings goals✅ M...
10/20/2026

When was the last time you gave your finances a check-up? This month is a great opportunity to review:

✅ Savings goals
✅ Monthly spending
✅ Emergency fund progress
✅ Beneficiary designations
✅ Long-term priorities

A quick review can help you stay aligned with what's most important to you.

What are the key steps of financial planning? Here are six to consider:1. Identifying and defining your goals (realistic...
10/14/2026

What are the key steps of financial planning? Here are six to consider:

1. Identifying and defining your goals (realistic and specific goals)
2. Gathering your financial information (providing qualitative and quantitative information, helps to get organized)
3. Reviewing your current financial status (discovering strengths/weaknesses/opportunities within your current course of action)
4. Developing recommendations (personalized to help meet your goals)
5. Implementing agreed upon changes to put your plan into action
6. Monitoring and updating your plan regularly and as needed

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/08/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/03/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long...
06/01/2026

Now may be a great time for your mid-year financial checkup. Let’s connect to ensure you’re still aligned with your long-term plans.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/18/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s...
05/11/2026

When emotion rules, your long-term plan may suffer. Learn how time in the market may beat timing the market. Then let’s talk.

https://bit.ly/4tCqXuE

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the sam...
05/06/2026

Life changes quickly—marriage, kids, a new home, new responsibilities. But it’s easy for financial plans to stay the same while everything else moves forward. Moments like these serve as good reminders to check in with your clients and make sure their life insurance protection and long-term strategy still matches the life they’re building.

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk....
05/04/2026

Get a free guide on how long-term planning — not emotion — can be a better path to the future you want. Then let’s talk.

https://bit.ly/4eqmsPU

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look ...
05/01/2026

Planning your retirement isn’t as simple as “save, stop, spend.” Let’s talk about what your retirement story could look like — and how to build it.

Address

501 Wampanoag Trail Suite 200
East Providence, RI
02915

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14014328841

Website

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