Wealth Management in Washington County, RI

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Washington County, RI Wealth Management Firms

Pinnacle Wealth Management
SEC File# 801-122002
CRD# 315578
5 out of 5
Location 931 Jefferson Blvd STE 1000, Warwick, RI 02886, USA
Phone (401) 369-9505
Carney Peterson Wealth Management Group
Location 36 S County Commons Way unit c-2, South Kingstown, RI 02879, USA
Phone (401) 788-3151
Boston Harbor Wealth Advisors
Location 31 Crestview Dr Unit 5, Westerly, RI 02891, USA
Phone (401) 642-4333
Frazier Investment Management
5 out of 5
Location 10 High St, Wakefield, RI 02879, USA
Phone (401) 661-9651
Wealth Management in Washington County, RI

Where Wealth Management Advisors in Washington County, RI Serve

Washington County is located in the state of Rhode Island. The county seat is located in the town of West Kingston and the largest city is South Kingstown. The county has a population of approximately 29,000 people. Some of the major highways and streets include Route 1, Route 138, and Route 401. Some of the major landmarks include the University of Rhode Island, Narragansett Bay, and Beacon Hill. The top employers in the county include the University of Rhode Island, Raytheon Company, and Citizens Bank. Some of the neighborhoods in Washington County include Kingston, South Kingstown, Wakefield, and West Kingston.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Washington County, RI provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and other types of financial products and services. Banks also offer customers a variety of ways to access their money, including online banking, ATM machines, and physical branches. Customers can also visit the websites of local banks to learn more about the products and services they offer.

Retirement Planning

Washington County, RI is a great place to retire. There are many retirement communities and planned developments with golf courses, tennis courts and clubhouses. The cost of living is lower than in most states, and there are plenty of cultural and recreational activities available.

Tax Services

A tax accountant in Washington County, RI helps individuals and businesses file their taxes. They can help with both state and federal taxes, and can provide advice on how to minimize your tax bill. They can also help you understand complex tax laws, and represent you in audits or disputes with the IRS.

Financial Advisor

A financial advisor in Washington County, RI helps individuals and businesses plan and manage their financial affairs. They offer guidance on investments, insurance, taxes, and estate planning. Financial advisors may also work with financial institutions to create and sell investment products.

Insurance Broker

An insurance broker in Washington County, RI helps people find the right insurance policy for their needs. They work with a variety of providers to find the best rates and coverage for their clients. They also help people file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Washington County, RI is responsible for helping people in the area obtain mortgages. They work with a variety of lenders to find the best mortgage products for their clients, and help them through the application process. They also provide advice on home buying and refinancing, and work to ensure that clients are getting the best possible rates and terms.

Estate Planning Lawyer

An estate planning lawyer in Washington County, RI helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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