Insurance Broker in Newport, RI

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Top Newport, RI Insurance Brokerages

buying health insurance
Location 184 Admiral Kalbfus Rd, Newport, RI 02840, USA
Phone (206) 337-9716
Newmar Insurance
Location 360 Thames St, Newport, RI 02840, USA
Phone (401) 619-4441
Sparkman & Stephens
Location 1 Washington St, Newport, RI 02840, USA
Phone (401) 847-5449
OceanPoint Insurance
5 out of 5
Location 500 W Main Rd, Middletown, RI 02842, USA
Phone (401) 847-5200
Classic Auto Insurance
5 out of 5
Location 126 W Main Rd, Middletown, RI 02842, USA
Phone (401) 846-7079
Sundin Insurance & Financial Group, LLC
5 out of 5
Location 270 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 864-0738
Atlas Insurance Ri Inc
Location 411 Thames St # 7, Newport, RI 02840, USA
Phone (401) 619-4790
Triton Insurance
5 out of 5
Location 1 Washington St, Newport, RI 02840, USA
Phone (401) 619-5500
Atlass Insurance Group - Newport, Rhode Island
Location 19 Brown and Howard Wharf, Newport, RI 02840, USA
Phone (401) 619-4790
Insurance Brokers in Newport, RI

Where Newport, RI Auto, Life & Health Insurance Brokers Serve

Newport, RI is a picturesque coastal city that boasts a rich history and an abundance of landmarks. From the iconic Newport Mansions to the historic Cliff Walk, there is no shortage of architectural marvels and natural wonders to explore. The city is home to several top employers, including the Naval Station Newport, Salve Regina University, and the Newport Hospital. Major highways such as Route 138 and Route 114 provide easy access to the city, while streets like Thames Street and Bellevue Avenue offer a vibrant mix of shops, restaurants, and entertainment venues. Newport is comprised of several distinct neighborhoods, each with its own unique character and charm, including the historic Point neighborhood and the bustling downtown district. With its stunning scenery, rich culture, and endless opportunities for adventure, Newport is a must-visit destination for anyone looking to experience the best that New England has to offer.

Newport, RI Insurance Broker Related Services

Banks and Credit Unions

Residents of Newport, RI can benefit from a bank in numerous ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With Newport being a popular tourist destination, a bank can also provide currency exchange services for visitors from foreign countries. Additionally, Newport is a coastal city with a significant boating community. A bank in Newport can offer specialized services such as boat loans and insurance policies for boat owners. Furthermore, Newport is home to several historic mansions and museums, and a bank can provide financial support for these cultural institutions through donations and sponsorships. In conclusion, a bank in Newport, RI can serve as a valuable resource for residents, tourists, and local organizations alike.

Retirement Planning

Residents of Newport, RI can benefit greatly from the services of a retirement planner. The planner can help them navigate the complex world of retirement savings, investment, and planning. Given the high cost of living in Newport, which is known for its luxurious lifestyle and high-end real estate, a retirement planner can help residents make the most of their savings and investments. They can assist in creating a customized retirement plan that takes into account the unique financial situation of each individual, including their income, expenses, and future goals. The planner can also help residents manage their retirement accounts, such as 401(k)s and IRAs, and provide advice on tax-efficient strategies to maximize their savings. With the help of a retirement planner, Newport residents can feel confident and secure in their retirement years, knowing they have a solid plan in place to achieve their financial goals.

Wealth Management

Residents of Newport, RI could benefit from a wealth manager in a multitude of ways. With its affluent population and high cost of living, Newport residents may require assistance with investment strategies, tax planning, and estate planning. A wealth manager could help Newport residents navigate the complexities of managing their wealth, from identifying tax-efficient investment opportunities to creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. Additionally, Newport's proximity to the ocean and its history as a naval town may present unique challenges and opportunities for wealth management, such as managing waterfront property or navigating the intricacies of military retirement benefits. A skilled wealth manager could help Newport residents make the most of their assets while minimizing risk and maximizing returns, ensuring financial security for themselves and their families.

Financial Advisor

Residents of Newport, RI could greatly benefit from the expertise of a financial advisor in several ways. Firstly, Newport is a popular tourist destination, and many residents earn their livelihoods from the hospitality industry. A financial advisor could assist these individuals in managing their finances, creating a budget, and planning for retirement. Additionally, Newport is home to many retirees who have invested in real estate. A financial advisor could provide guidance on how to maximize their real estate investments and create a sustainable income stream. Furthermore, Newport is prone to natural disasters, such as hurricanes and flooding. A financial advisor could help residents prepare financially for these events by creating an emergency fund and reviewing their insurance policies to ensure they have adequate coverage. Overall, a financial advisor could provide valuable assistance to Newport residents in navigating the unique financial challenges of living in a tourist destination and preparing for potential natural disasters.

Mortgage Loan Officer

Residents of Newport, RI would benefit from the expertise of a mortgage loan officer in a variety of ways. One specific aspect of Newport is its historic architecture, which can present unique challenges when it comes to securing a mortgage. A skilled loan officer can navigate the complexities of financing a historic home, including ensuring that the property meets all necessary requirements for approval. Additionally, Newport is a popular tourist destination, which can impact the local housing market. A loan officer can provide valuable insight into market trends and help residents make informed decisions about buying or refinancing their homes. Finally, Newport is home to many military families, who may be eligible for special loan programs. A knowledgeable loan officer can help these families take advantage of these programs and secure the best possible financing options.

Tax Services

Residents of Newport, RI can benefit greatly from the services of a tax advisor. With its rich history and coastal location, Newport is a popular tourist destination and home to many wealthy individuals. A tax advisor can help these residents navigate the complex tax laws and regulations that come with their high net worth. They can also provide guidance on estate planning, which is particularly important in Newport where many homes are historic and have been passed down through generations. Additionally, a tax advisor can help small business owners in Newport understand the tax implications of their operations and make strategic decisions to maximize their profits. Overall, a tax advisor can provide invaluable assistance to Newport residents in managing their finances and ensuring compliance with tax laws.

Estate Planning Lawyer

Residents of Newport, RI can benefit from the services of an estate planning lawyer in a variety of ways. One specific way is through the creation of a trust to protect their assets from potential creditors or lawsuits. Given the affluent nature of Newport, RI, many residents have accumulated significant wealth and may be vulnerable to legal action. An estate planning lawyer can help these individuals establish a trust, which can provide a layer of protection for their assets. Additionally, an estate planning lawyer can help Newport residents create a comprehensive plan for the distribution of their assets after they pass away. This can include drafting a will, establishing trusts for minor children or grandchildren, and minimizing estate taxes. With the help of an estate planning lawyer, Newport residents can ensure that their wishes are carried out and their loved ones are provided for after they are gone.


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