Charlestown, RI Financial Advisors and Resources



Financial Advisor Firms in Charlestown, RI


MCGUIRE WEALTH MANAGEMENT

Website

(401) 364-5000

4435 Old Post Road

Charlestown, RI 2813

SEC#: 801-113698
Years in Business: 3 years

AURORA PRIVATE WEALTH, INC.

Website

(908) 333-0886

11 Ocean Ridge Drive

Charlestown, RI 2813

SEC#: 801-110498
Years in Business: 4 years

AURORA PRIVATE WEALTH, INC.

Website

(908) 333-0886

11 Ocean Ridge Drive

Charlestown, RI 2813

SEC#: 801-110498
Years in Business: 4 years


How Retirement-Friendly is Charlestown, RI?

  • Population: 1,312
  • % of Population 62 Years and Over: 51%
  • Average Home Value: $331,100
  • Average Monthly Housing Cost: $1,102
  • Average Household Income: $118,351
  • 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.)


Charlestown, RI Financial Advisor FAQs

A financial advisor can be a great partner on on your financial journey as somebody who understands the best steps for your particular situation and helps you stay accountable to those decisions.
They are external money advisors who help you develop a healthy relationship with money so that your finances are taken care of even when you can't focus on it full time.
It depends on their qualifications, but typically it is a percentage of their client's investment portfolio.
One way is to locate people you trust and know have knowledge of this particular topic, and see if any of them refer someone they've used before.