Best Financial Advisors in Newport County, RI

We did the hard work of finding trustworthy partners in Newport County, RI. Fill out the form to get connected.

Connect With a Financial Planner

As Seen In

List of Firms

Newport County, RI Fiduciary Financial Advisors

Lighthouse Wealth Advisors, Ltd.
Location 8 Freebody St #1, Newport, RI 02840, USA
Phone (401) 619-0251
Ohara IV Charles E
Location 342 Broadway, Newport, RI 02840, USA
Phone (401) 849-7111
First Command Financial Advisor - Claudia Ruoti
Location 221 3rd St Suite 300, Newport, RI 02840, USA
Phone (401) 846-9842
Calkins Wealth Strategies
Location 130 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 324-4221
Aquidneck Wealth Management

5 out of 5

Location 130 Bellevue Ave # 304, Newport, RI 02840, USA
Phone (401) 324-4220
Image of Newport County, RI

About Newport County, RI

Newport County, RI is located in the south eastern part of the state and is made up of several different municipalities including Newport, Middletown, Portsmouth, and Tiverton. Some of the most notable landmarks in Newport County include the Newport Bridge, Pell Bridge, and Touro Synagogue. The top employers in Newport County are a mix of public and private entities and include Naval Station Newport, Newport Hospital, and GTECH Corporation. Major highways and streets in Newport County include Route 138 and Route 24. The neighborhoods that make up Newport County are a mix of suburban and rural areas.

Where Certified Financial Advisors in Newport County, RI Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Newport County, RI can take advantage of a variety of banking services offered by local banks. Services include checking and savings accounts, loans, mortgages, and credit cards. Many banks also offer online and mobile banking options that make it easy to manage your account from anywhere. Be sure to compare rates and fees at different banks to find the best option for you.

Insurance Broker

Residents of Newport County, RI can benefit from the services of insurance brokers. Insurance brokers can help residents find the best insurance policies for their needs, and they can also help residents file claims and get the money they deserve after an accident or other incident. Brokers are experts in their field, and they know how to work with insurance companies to get the best results for their clients.

Retirement Planning

The Newport County, RI area is a great place to retire. There are plenty of activities and attractions to keep retirees busy, and the cost of living is relatively low. However, even in a great location like this, it's important to have a solid retirement plan in place. That's where financial advisors come in. They can help residents create a plan that will ensure a comfortable retirement, regardless of the economy or market conditions.

Wealth Management

Residents of Newport County, RI can benefit from wealth management services in order to make the most of their money. Wealth management can help residents save money, invest money wisely, and plan for the future. By working with a wealth manager, Newport County residents can feel more confident about their financial future and be able to enjoy life without worrying about money.

Estate Planning Lawyer

Estate planning lawyers can help Newport County, RI residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning attorneys can help individuals avoid probate and make sure that their heirs receive the property and money they are entitled to. In addition, estate planning lawyers can provide guidance on tax issues and other legal matters related to death.

Mortgage Loan Officer

Mortgage loan officers can help Newport County, RI residents by providing them with the best mortgage rates and terms available. By shopping around for the best deal, mortgage loan officers can help their clients save money on their mortgages. In addition, mortgage loan officers can help their clients understand the complex paperwork involved in taking out a mortgage. They can also advise their clients on what type of mortgage is best for them.

Tax Services

Residents of Newport County, RI can benefit from the help of tax accountants in order to make sure they are getting the most out of their tax returns. Tax accountants have the knowledge and expertise necessary to help residents save money on their taxes and file their returns correctly. In addition, tax accountants can provide helpful advice on how to manage one's finances throughout the year, in order to minimize one's tax liability.


FAQs About Personal Financial Advisors in Newport County, RI