Wealth Management in Charlestown, RI

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List of Firms

Charlestown, RI Wealth Management Firms

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
Breachway Investments
Location 4259 Old Post Rd Unit 1, Charlestown, RI 02813, USA
Merrill Lynch Wealth Management Advisor Ashley Abbate Macksoud
Location 1 Financial Plaza, Providence, RI 02903, USA
Phone (401) 278-7022
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
Wealth Management in Charlestown, RI

Where Wealth Management Advisors in Charlestown, RI Serve

Charlestown, RI is a quaint coastal town in the southern part of the state, known for its beautiful beaches and historic landmarks. From the towering Point Judith Lighthouse to the picturesque Ninigret Park, there is no shortage of sights to see in this charming community. In terms of top employers, Charlestown is home to a variety of small businesses, as well as larger companies like Electric Boat and the University of Rhode Island. The town is also located near major highways like I-95 and Route 1, making it easily accessible to commuters and travelers alike. As for neighborhoods, Charlestown is divided into several distinct areas, each with its own unique character and charm. From the quaint village center to the sprawling estates of Charlestown Beach, there is something for everyone in this vibrant community. Overall, Charlestown is a hidden gem in Rhode Island, offering a perfect blend of history, natural beauty, and modern amenities.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Charlestown, RI would greatly benefit from a bank in numerous ways. Firstly, with its close proximity to the coastline, Charlestown is a town with a thriving tourism industry. Therefore, a bank could provide residents with the necessary financial services to start their own small businesses catering to tourists, such as bed and breakfasts, artisanal shops, and restaurants. Secondly, as Charlestown is a small town with limited public transportation, a bank could offer residents access to loans and mortgages to purchase a car, making it easier for them to commute to work or run errands. Lastly, Charlestown is known for its large population of retirees, who may require assistance managing their finances. A bank could offer financial planning services and investment advice to ensure that these residents are able to maintain a comfortable standard of living in their golden years.

Insurance Broker

Residents of Charlestown, RI would greatly benefit from the services of an insurance broker. With its close proximity to the coast and high risk of flooding, Charlestown residents would benefit from an insurance broker who can provide guidance on flood insurance policies. Additionally, with the town's large population of retirees, an insurance broker can provide assistance in navigating the complex world of Medicare and supplemental insurance plans. Furthermore, with the prevalence of small businesses in Charlestown, an insurance broker can help business owners find the right coverage to protect their assets and employees. Overall, an insurance broker can provide valuable expertise and assistance to the residents of Charlestown, RI in navigating the often confusing world of insurance.

Retirement Planning

Residents of Charlestown, RI would greatly benefit from the expertise of a retirement planner. With its scenic beaches and tranquil atmosphere, Charlestown is a popular destination for retirees. However, the town's high cost of living and limited job opportunities can make it challenging for retirees to make ends meet. A retirement planner can help residents navigate these financial hurdles by creating a comprehensive retirement plan that takes into account their unique needs and goals. This includes analyzing their current financial situation, developing a budget, and identifying potential sources of income such as Social Security and retirement accounts. Additionally, a retirement planner can help Charlestown residents plan for unexpected expenses such as healthcare costs and home repairs. With the guidance of a retirement planner, residents of Charlestown can enjoy their retirement years with peace of mind knowing that their financial future is secure.

Financial Advisor

Charlestown, RI is a small, rural town located in the southern part of the state, with a population of just over 7,000 people. As with many small towns, residents of Charlestown may face unique financial challenges that require the expertise of a financial advisor. For example, many residents may work in industries such as fishing or farming, which can be highly variable and unpredictable. A skilled financial advisor can help these individuals manage their income and expenses, plan for retirement, and navigate the complexities of taxes and investments. Additionally, Charlestown is located in a coastal area that is vulnerable to natural disasters such as hurricanes and flooding. A financial advisor can help residents prepare for these events by creating emergency funds and developing strategies for rebuilding and recovery. Overall, a financial advisor can provide valuable guidance and support to residents of Charlestown as they navigate the challenges of rural living and plan for a secure financial future.

Mortgage Loan Officer

Residents of Charlestown, RI can benefit from a mortgage loan officer in a multitude of ways. Firstly, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options that suit their financial situation. Moreover, they can provide guidance and advice on the home buying process, which can be particularly daunting for first-time homebuyers. Additionally, Charlestown, RI is known for its beautiful coastal properties, and a mortgage loan officer can help residents secure financing for these types of homes, which often require unique requirements and considerations. Furthermore, with Charlestown's close proximity to the beach, a mortgage loan officer can help residents navigate the complexities of flood insurance and other coastal property concerns. Overall, a mortgage loan officer can provide invaluable support for residents of Charlestown, RI looking to purchase a home in this beautiful coastal community.

Tax Services

Residents of Charlestown, RI can benefit from the expertise of a tax advisor in numerous ways. Specifically, Charlestown is a coastal town with many residents who own second homes or rental properties, which can complicate their tax situation. A tax advisor can assist with understanding the tax implications of owning multiple properties and ensure that residents are taking advantage of any applicable deductions or credits. Additionally, Charlestown is home to many small business owners who may need guidance on tax planning and compliance. A tax advisor can help these entrepreneurs navigate the complex tax laws and regulations, ensuring that their businesses are in good standing with the IRS. Overall, a tax advisor can provide invaluable assistance to residents of Charlestown, RI in navigating the intricacies of the tax system and maximizing their financial well-being.

Estate Planning Lawyer

Residents of Charlestown, RI can benefit greatly from the services of an estate planning lawyer. Specifically, the lawyer can help residents create a comprehensive estate plan that takes into account the unique features of the town, such as its proximity to the ocean and the prevalence of vacation homes. The lawyer can assist with drafting wills, trusts, and other legal documents that ensure that a person's assets are distributed according to their wishes. Additionally, the lawyer can help residents navigate the complex tax laws and regulations that apply to estate planning, including those related to inheritance and gift taxes. With the help of an estate planning lawyer, residents of Charlestown, RI can have peace of mind knowing that their assets are protected and their loved ones are taken care of.


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