Wealth Management in Charlestown, RI

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Charlestown, RI Wealth Management Firms

McGuire Wealth Management
SEC File# 801-113698
CRD# 296271
5 out of 5
Location 105 Main St, South Kingstown, RI 02879, USA
Phone (401) 364-5000
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Breachway Investments
Location 4259 Old Post Rd Unit 1, Charlestown, RI 02813, USA
Black Point Wealth Managment
Location 2 Corporate Pl, Middletown, RI 02842, USA
Phone (401) 683-7392
Paul McDonough - RBC Wealth Management Financial Advisor
Location 500 Exchange St Suite 1102, Providence, RI 02903, USA
Phone (401) 457-1934
Harkins Wealth Management
Location 206 Gano St, Providence, RI 02906, USA
Phone (401) 278-4049
Merrill Lynch Wealth Management Advisor Ashley Abbate Macksoud
Location 1 Financial Plaza, Providence, RI 02903, USA
Phone (401) 278-7022
Wealth Management in Charlestown, RI

Where Wealth Management Advisors in Charlestown, RI Serve

Charlestown is a town located in Washington County, Rhode Island. The town was named after Charles II of England. Charlestown is home to several landmarks, including the General Sullivan Bridge and the Charlestown Town Beach. The town's top employers are the Naval Undersea Warfare Center and the Charlestown School District. Major highways and streets in Charlestown include Route 1 and Ocean Road. The town's neighborhoods include Point Judith, Galilee, and Misquamicut.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Charlestown, RI provide a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks can offer other specialized services, such as wealth management or investment advice.

Retirement Planning

Retirement planning in Charlestown, RI is a process that can be started at any time, but it's best to start early. There are many different ways to plan for retirement, and the options can be overwhelming. However, by taking the time to research your options and make a plan, you can rest assured that you're on track for a comfortable retirement.

Tax Services

Tax accountants in Charlestown, RI provide tax planning and preparation services to individuals and businesses in the area. They work with clients to identify tax savings opportunities and help them file tax returns accurately and on time. Tax accountants may also be responsible for ensuring that businesses meet all of the requirements for filing taxes, such as paying estimated taxes and withholding taxes from employees' paychecks.

Financial Advisor

A financial advisor in Charlestown, RI provides guidance to individuals and businesses on financial planning and investments. They can help you save for retirement, college, or other financial goals. Advisors typically have experience in a variety of financial products and services, so they can tailor a plan specifically for you. If you're looking for help managing your money, a financial advisor in Charlestown, RI is a great option.

Insurance Broker

An insurance broker in Charlestown, RI is a professional who helps people find the best insurance policies for their needs. They work with a variety of clients, from individuals to businesses, and help them find the right coverage at the best price. Brokers are knowledgeable about the different types of insurance available, and can help clients choose the policy that is most appropriate for their situation.

Mortgage Loan Officer

A mortgage loan officer in Charlestown, RI helps people to get mortgages. They help people to find the best mortgage for them, and they help them to get the loan that they need. They work with banks and other lenders to make sure that the people who are borrowing the money can afford to pay it back. They also work with real estate agents to make sure that the borrowers are getting a good deal on their mortgage.

Estate Planning Lawyer

An estate planning lawyer in Charlestown, RI helps you create a will and other legal documents to protect your assets and ensure that your loved ones are taken care of after you die. They can also help with trusts, power of attorney, and healthcare directives.


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