Find a Financial Planner in Bristol County, RI

 

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We did the hard work of finding trustworthy partners in Bristol County, RI.

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We Only Work With The Best Bristol County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Bristol County, RI


  • Financial Advisor Close to Bristol County, RI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Bristol County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Bristol County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Bristol County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
23.5% of Bristol County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bristol County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Bristol County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Bristol County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Bristol County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Rhode Island has unique laws defining which actions trigger a taxable event and has the 8th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Bristol County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bristol County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Bristol County, RI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bristol County, RI

We evaluated over 13,000 RIA firms to bring you the best of the best Bristol County financial advisors.
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How Retirement-Friendly is Bristol County, RI?

  • Population: 48,764
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $361,500
  • Average Monthly Housing Cost: $1,450
  • Average Household Income: $117,245
  • Rhode Island Total Tax Burden: 9.69% (8th Highest in U.S.)
  • Rhode Island Property Tax: 4.44% (5th Highest in U.S.)
  • Rhode Island Individual Income Tax: 2.29% (24th Lowest in U.S.)
  • Rhode Island Sales and Excise Tax: 2.96% (16th Lowest in U.S.)


The Top Financial Advisor Firms in Bristol County, RI


BLUE FIN CAPITAL, INC.

Website

(401) 454-0772

91 Main Street
Suite 118
Warren, RI 02885

SEC#: 801-56127
Years in Business: 22 years