Retirement Planning in Newport, RI

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Top Retirement Planners in Newport, RI

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Lincoln Financial Securities | James Crosson
5 out of 5
Location 809 Aquidneck Ave Suite 101, Middletown, RI 02842, USA
Phone (401) 619-6990
Directions
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Harold A Seidler - Morgan Stanley
Location 284 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 845-3526
Directions
SEC File# 801-10970
CRD# 6413
Location 850 Aquidneck Ave Suite A4, Middletown, RI 02842, USA
Phone (401) 848-4579
Directions
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Athol Cochrane - Prudential Financial
SEC File# 801-119646
CRD# 310327
Location 38 Bellevue Ave suite a, Newport, RI 02840, USA
Phone (401) 847-0505
Directions
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Rodriguez Wealth Management
Location 850 Aquidneck Ave a4, Middletown, RI 02842, USA
Phone (401) 848-4579
Directions
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Calkins Wealth Strategies
Location 130 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 324-4221
Directions
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Balanced Wealth Management
5 out of 5
Location 378 Main St, East Greenwich, RI 02818, USA
Phone (401) 398-2000
Directions
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Michael Keating - Morgan Stanley
Location 284 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 845-3538
Directions
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The Brown Group - UBS Financial Services Inc.
Location 130 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 843-8812
Directions
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Bill Geasey, Comprehensive Planning for the Retirement Transition
Location 221 3rd St #510, Newport, RI 02840, USA
Phone (401) 841-8989
Directions
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Adam Financial, LLP
4 out of 5
Location 41 Long Wharf Mall, Newport, RI 02840, USA
Phone (401) 846-1993
Directions
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Wickford Wealth Management, LLC.
Location 16 W Main St, North Kingstown, RI 02852, USA
Phone (401) 273-7300
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Christian O'Neill
Location 25 E Main Rd, Middletown, RI 02842, USA
Phone (401) 847-1366
Directions
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The Steinbrenner Group - Morgan Stanley
Location 284 Bellevue Ave, Newport, RI 02840, USA
Phone (401) 845-3524
Directions
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Newport Financial Associates
Location 1120 Aquidneck Ave, Middletown, RI 02842, USA
Phone (401) 846-3000
Directions
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Kelsey S. Hyman, CPA
Location 8 Freebody St, Newport, RI 02840, USA
Phone (401) 619-0251
Directions
Retirement Planning in Newport, RI

About Newport, RI for Those Planning to Retire

Newport, RI, a charming coastal city located in the southern part of Rhode Island, is a popular tourist destination known for its rich history, stunning architecture, and picturesque scenery. The city is home to several landmarks, including the famous Newport Mansions, a collection of opulent Gilded Age homes, and the historic Newport Cliff Walk, a scenic trail that winds along the rocky shoreline. In terms of top employers, Newport is a hub for the defense industry, with major employers including Raytheon, General Dynamics, and the Naval Undersea Warfare Center. Additionally, the city's thriving tourism industry employs thousands of locals each year. Major highways in the area include Route 138, which connects Newport to other parts of Rhode Island and Massachusetts, and Route 114, which runs along the eastern coast of Rhode Island. Popular streets in Newport include Thames Street, a bustling thoroughfare lined with shops and restaurants, and Bellevue Avenue, home to many of the city's historic mansions.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Newport, RI can greatly benefit from the services offered by a bank. With its bustling tourism industry, Newport is a hotbed for small businesses and entrepreneurs. A bank can help these individuals by providing loans and lines of credit to help them start or expand their businesses. Additionally, banks can offer financial planning services to help residents manage their money and plan for the future. Newport is also known for its historic mansions and affluent residents, and a bank can provide wealth management services to help these individuals grow and protect their assets. Finally, with Newport's location on the coast, a bank can offer specialized services such as boat loans and marine insurance to help residents enjoy all that the ocean has to offer.

Insurance Broker

Residents of Newport, RI can benefit from the expertise of an insurance broker in several ways. One of the most common ways is by helping them navigate the complex healthcare system, which can be particularly challenging in Newport due to the city's high concentration of retirees. Insurance brokers can help residents find the best health insurance plans that fit their unique needs and budget, and also assist them in understanding the coverage options available to them. Additionally, insurance brokers can help Newport residents protect their homes and assets by finding the right homeowners insurance policies that offer comprehensive coverage against natural disasters, such as hurricanes and flooding, which are common in the area. By working with an insurance broker, residents of Newport can have peace of mind knowing that they are adequately protected against unforeseen events that may disrupt their lives.

Wealth Management

Residents of Newport, RI could benefit from the expertise of a wealth manager in various ways. Firstly, Newport is known for its high cost of living and affluent population, which means that wealth management services could help residents navigate complex financial situations such as tax planning, estate planning, and investment management. Additionally, Newport is a popular tourist destination, which could present opportunities for residents to invest in the local economy through real estate or small business ownership. A wealth manager could provide guidance on these types of investments and help residents diversify their portfolios. Furthermore, Newport is a coastal community that is vulnerable to natural disasters such as hurricanes and flooding. A wealth manager could assist residents in developing emergency plans and ensuring that their assets are protected in the event of a disaster. Overall, a wealth manager could provide valuable support to Newport residents in managing their finances and achieving their long-term financial goals.

Financial Advisor

Newport, RI is known for its rich history, stunning coastal views, and vibrant community. However, with its high cost of living and seasonal tourism industry, many residents may struggle to manage their finances effectively. A financial advisor can provide invaluable assistance in navigating these challenges and achieving financial stability. From developing a personalized budget to investing in local real estate, a skilled financial advisor can help Newport residents make informed decisions that align with their long-term goals. Additionally, with the city's strong ties to the military and significant population of retired service members, a financial advisor can offer specialized guidance on military benefits, retirement planning, and estate planning. In short, a financial advisor can be a crucial ally for Newport residents seeking to secure their financial future and build a prosperous life in this unique and dynamic community.

Mortgage Loan Officer

Residents of Newport, RI can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help them navigate the complex process of obtaining a mortgage loan, which can be particularly challenging in Newport due to the high cost of living and the competitive real estate market. Additionally, a mortgage loan officer can provide guidance on the different types of mortgage loans available, such as fixed-rate, adjustable-rate, and government-backed loans. Furthermore, a mortgage loan officer can help residents of Newport understand the various costs associated with obtaining a mortgage, including closing costs, mortgage insurance, and property taxes. Ultimately, working with a mortgage loan officer can help residents of Newport make informed decisions about their home financing options and secure the best possible terms for their mortgage loan.

Tax Services

Residents of Newport, RI can greatly benefit from the services of a tax advisor in a number of ways. One specific aspect of Newport's tax landscape that a tax advisor could help with is the city's property tax system. Newport's property tax rates are among the highest in the state, and are based on a complex formula that takes into account a variety of factors such as property value, location, and usage. A tax advisor could help residents navigate this system, ensuring that they are paying the correct amount of taxes and taking advantage of any available exemptions or deductions. Additionally, a tax advisor could provide guidance on other tax-related issues such as estate planning, investment strategies, and retirement planning, helping residents to maximize their financial well-being and minimize their tax liabilities.

Estate Planning Lawyer

Residents of Newport, RI could greatly benefit from the services of an estate planning lawyer. With its rich history and stunning architecture, Newport is home to many affluent individuals with significant assets to protect. An estate planning lawyer can help these residents create a comprehensive plan for the distribution of their assets upon their passing, taking into account the unique laws and regulations of Rhode Island. Additionally, Newport is a popular tourist destination, which means that many residents may have rental properties or vacation homes that need to be included in their estate plan. An estate planning lawyer can assist with the creation of trusts and other legal structures to ensure that these properties are properly managed and distributed. Overall, an estate planning lawyer can provide valuable guidance and support to Newport residents looking to protect their assets and ensure their legacy for future generations.

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