Best Financial Advisors in Westerly, RI

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Westerly, RI Fiduciary Financial Advisors

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
Location 9 Granite St, Westerly, RI 02891, USA
Phone (401) 596-2800
Lighthouse Financial Management Llc
Location 85 Beach St # 17A-D, Westerly, RI 02891, USA
Phone (401) 596-3392
Edward Jones - Financial Advisor: Tom Gardiner
Location 163 Main St, Westerly, RI 02891, USA
Phone (401) 596-4282
Financial Advisors in Westerly, RI

Where Certified Financial Advisors in Westerly, RI Serve

Westerly, Rhode Island is a coastal town in Washington County that is located on the state's southern coast. The town is known for its beaches and its historic district, which is home to many old colonial-era houses. Westerly's top employers are the healthcare company South County Healthcare and the manufacturing company Waterford Precision Technologies. Major highways and streets in Westerly include Route 1 and Route 112. The town's neighborhoods include Watch Hill, Misquamicut, Weekapaug, and Westerly Heights.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westerly, RI residents have a number of banking needs that can be met by the local banks. These needs include checking and savings accounts, mortgages, car loans, and other types of lending. In addition, the banks can provide customers with a variety of services such as online banking and bill payment. Finally, the banks can offer a wide range of investment options for those who are looking to grow their money.

Insurance Broker

Westerly, RI residents can get help from insurance brokers when it comes to finding the right insurance policy. Brokers are knowledgeable about the different types of policies available, and they can help you find one that fits your needs. They can also assist you in filing claims and helping you to understand the terms of your policy.

Retirement Planning

Most Westerly, RI residents are looking forward to retirement. They have planned and saved as best they can, but there are still some things they need help with. That's where financial advisors come in. Financial advisors can help Westerly residents make the most of their retirement savings, by creating a plan that will allow them to live comfortably without running out of money. They can also advise on investments and other ways to make the most of retirement funds.

Wealth Management

Westerly, RI residents can benefit from wealth management in order to make the most of their money. Wealth management is a process that helps individuals and families manage their finances in order to reach their financial goals. There are many different aspects of wealth management, including investment planning, estate planning, risk management, and tax planning. Wealth management can help Westerly, RI residents save money on taxes and grow their investments. It can also help them plan for retirement and protect their assets in case of an emergency. Wealth management is a complex process, but it can be very helpful for those who want to make the most of their money.

Estate Planning Lawyer

Estate planning lawyers can help Westerly, RI residents protect their assets and plan for the future. Wills and trusts are just two of the many services that estate planning lawyers provide. They can also help you set up a power of attorney or living will, and they can advise you on tax implications of your estate plan. If you're considering creating an estate plan, it's important to consult with an experienced lawyer who can help you make the right decisions for your family and your finances.

Mortgage Loan Officer

Mortgage loan officers in Westerly, RI can help residents by providing them with the best options for their home loans. They can also help residents understand the terms of their mortgages, and work with them to get the best interest rates possible. In addition, mortgage loan officers can advise residents on ways to save money on their mortgages, and help them stay informed about current interest rates and trends.

Tax Services

Residents of Westerly, 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 can help residents save money on their taxes and ensure that they are filing their taxes correctly. This can be helpful for those who are not familiar with the tax system or who need assistance in filing their taxes.


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