Best Financial Advisors in Charlestown, RI

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List of Firms

Charlestown, RI Fiduciary Financial Advisors

LPL Financial
SEC File# 801-10970
CRD# 6413

5 out of 5

Location 24 Salt Pond Rd, South Kingstown, RI 02879, USA
Phone (401) 792-8784
Edmund Brock - Financial Advisor, Ameriprise Financial Services, LLC
Location 24 Salt Pond Rd STE A6, Wakefield, RI 02879, USA
Phone (401) 788-0106
Jilling Wealth Management
Location 111 Washington St, South Kingstown, RI 02879, USA
Phone (866) 842-1483
McGuire Wealth Management

5 out of 5

Location 105 Main St, South Kingstown, RI 02879, USA
Phone (401) 364-5000
Breachway Investments
Location 4259 Old Post Rd Unit 1, Charlestown, RI 02813, USA
Paul Sheinkopf - Prudential Financial
Location 18 E Overlook Terrace, Charlestown, RI 02813, USA
Phone (401) 213-6228
Edward Jones - Financial Advisor: Michael C Paolino, CFP®|ChFC®|AAMS™
Location 24 Salt Pond Rd Suite D3, South Kingstown, RI 02879, USA
Phone (401) 783-7548
MB Financial Planning LLC

5 out of 5

Location 7 Punchbowl Trail, Richmond, RI 02892, USA
Phone (401) 477-4928
Kristy K. Armstrong, CPA, Inc.

5 out of 5

Location 88 Hilltop Dr, Charlestown, RI 02813, USA
Phone (401) 364-1040
Edward Jones - Financial Advisor: Shawn P Juenger
Location 4649 Old Post Rd Suite C, Charlestown, RI 02813, USA
Phone (401) 364-6038
Castaldi Financial Solutions, Inc.
Location 12 Canal St #104, Westerly, RI 02891, USA
Phone (401) 596-6600
Professional Planning Group
SEC File# 801-15330
CRD# 108868
Location 9 Granite St, Westerly, RI 02891, USA
Phone (401) 596-2800
Malcolm Makin - Raymond James
SEC File# 801-15330
CRD# 108868
Location 9 Granite St, Westerly, RI 02891, USA
Phone (401) 596-2800
Gramercy Securities Inc
Location 3949 Old Post Rd, Charlestown, RI 02813, USA
Phone (401) 364-7700
Matthew C Crook - Financial Advisor, Ameriprise Financial Services, LLC
Location 24 Salt Pond Rd STE A6, Wakefield, RI 02879, USA
Phone (401) 782-9889
Edward Jones - Financial Advisor: Eric Milhoua
SEC File# 801-3297
CRD# 250
Location 110 Airport Rd Suite 101, Westerly, RI 02891, USA
Phone (401) 596-6100
Watch Hill Investments, LLC
Location 135 Auburn Dr, Charlestown, RI 02813, USA
Phone (888) 781-3440
Nissly Lawlor Group, Inc
Location 4160 Old Post Rd Suite 202, Charlestown, RI 02813, USA
Phone (203) 790-9101
Lighthouse Financial Management Llc
SEC File# 801-110214
CRD# 127748
Location 85 Beach St # 17A-D, Westerly, RI 02891, USA
Phone (401) 596-3392
Laudone Financial
Location 128 Main St, Westerly, RI 02891, USA
Phone (401) 637-4820
Rizzo Financial Services
Location 140 Point Judith Rd #34, Narragansett, RI 02882, USA
Phone (401) 789-8833
Abenn & Clark Financial Group
Location 12 Broad St # 1, Westerly, RI 02891, USA
Phone (401) 315-2211
Keith Burden
Location 10 Woodruff Ave, Narragansett, RI 02882, USA
Phone (833) 373-1955
Environmental Financial Advisor LLC
Location Beacon Hill Rd, New Shoreham, RI 02807, USA
Phone (401) 466-2065
Edward Jones - Financial Advisor: Ian T Devine
Location 15 Pier Market Pl, Narragansett, RI 02882, USA
Phone (401) 783-2169
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About Charlestown, RI

Charlestown, RI is a small town located in the northeast corner of the state. It is known for its historical landmarks, including the Charlestown Navy Yard and Battle of Bunker Hill Monument. The top employers in Charlestown are the state government and local schools. Major highways and streets in Charlestown include Route 1 and Sullivan Square. The neighborhoods in Charlestown are mostly residential, with a few businesses near the highway.

Where Certified Financial Advisors in Charlestown, RI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community and can provide a variety of services to residents. Residents in Charlestown, RI can rely on banks to help them save money, protect their finances, and access loans when they need them. In addition, banks can offer other services such as check cashing, bill payment, and money transfers that can be convenient for residents. By choosing a bank that is right for them, Charlestown residents can benefit from having a reliable financial institution that they can count on.

Insurance Broker

Most people in Charlestown, RI only purchase insurance when they are required to by law. This leaves many residents vulnerable to accidents and health emergencies that could have been prevented with the right insurance policy. Enter your local insurance broker. They can help you find the right insurance policy for your needs, and at a price you can afford. Plus, brokers have access to a variety of policies from a variety of providers, so you can be sure to find the best coverage for your needs.

Retirement Planning

Financial advisors can help Charlestown, RI residents with retirement planning in a number of ways. First, they can help estimate how much money residents will need to have saved in order to retire comfortably. They can also help create a budget and investment plan that will allow people to reach their retirement goals. And finally, financial advisors can provide guidance and support throughout the retirement planning process.

Wealth Management

Residents of Charlestown, RI can benefit from wealth management in a number of ways. By working with a wealth manager, individuals can develop a plan that meets their specific needs and helps them grow their assets over time. Additionally, a wealth manager can help residents stay on top of their finances and make sound investment decisions. Ultimately, this can lead to increased financial security for Charlestown residents.

Estate Planning Lawyer

Estate planning lawyers can help Charlestown, RI residents protect their assets and plan for the future.An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up power of attorney and healthcare directives, which will allow you to designate someone to make decisions for you if you are unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Charlestown, RI residents by providing them with the best mortgage loans available. They can also provide advice on how to get the best mortgage rates, and how to avoid common mistakes made when applying for a mortgage. In addition, they can help residents understand the terms of their mortgages, and answer any questions they may have about the process.

Tax Services

Residents of Charlestown, RI can benefit from the services of a tax accountant. A good tax accountant can help residents minimize their taxes and maximize their deductions. They can also help with other financial planning needs, such as estate planning and retirement planning. Residents of Charlestown should carefully research the different tax accounting firms in order to find the one that best meets their needs.

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FAQs About Personal Financial Advisors in Charlestown, RI