The Alchemists, Your Wealth Concierge

Improving the Trajectory of Your Financial & Retirement Future

Maggie Koosa | CEO & Financial Advisor

As the CEO and lead Financial Advisor of The Alchemists, Maggie focuses on her clients' (whom she calls her “people”) and their unique financial situations, needs and concerns. She has exceptional drive and a strong work ethic, which help her maintain high levels of activity and unprecedented customer service. Maggie's people respond to her genuine concern for their well-being and their financial aspirations. She utilizes her intelligence, focus and intense attention to details to provide high levels of activity centered on needs analysis, financial development and true diversification that is proactive and non-transactional. She services the products which her people currently have, helps them better understand what they have, and helps them to determine if there are other areas of concern.

 

Outside of the firm, Maggie enjoys philanthropy, reading, playing competitive sports, traveling and 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

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.

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Boys & Girls Club of Northern Rhode Island

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.

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Inspiring Minds

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.

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