Wealth Management in Washington County, RI

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List of Firms

Washington County, RI Wealth Management Firms

SEC File# 801-122002
CRD# 315578
5 out of 5
Location 931 Jefferson Blvd STE 1000, Warwick, RI 02886, USA
Phone (401) 369-9505
Boston Harbor Wealth Advisors
Location 31 Crestview Dr Unit 5, Westerly, RI 02891, USA
Phone (401) 642-4333
Carney Peterson Wealth Management Group
Location 36 S County Commons Way unit c-2, South Kingstown, RI 02879, USA
Phone (401) 788-3151
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, RI is a picturesque area located in the southern part of the state. One of its most notable landmarks is the Point Judith Lighthouse, which sits at the tip of a rocky peninsula and has been guiding sailors since the 1800s. The county is also home to the University of Rhode Island, a top employer in the area, as well as the Naval Undersea Warfare Center, which conducts research and development for the Navy. Major highways like I-95 and Route 1 run through the county, providing easy access to nearby cities like Providence and Boston. Some of the county's most charming neighborhoods include the historic village of Wickford, with its quaint shops and restaurants, and the seaside town of Narragansett, which boasts beautiful beaches and stunning ocean views. Overall, Washington County is a unique and vibrant part of Rhode Island that offers something for everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Washington County, RI can benefit from a bank in various ways. One of the most common ways is by providing them with financial assistance in the form of loans and credit. With the county's economy heavily reliant on tourism, banks can offer small business loans to entrepreneurs looking to start or expand their businesses. Additionally, banks can offer low-interest mortgages to residents looking to purchase homes in the county, which has a high cost of living compared to other areas in Rhode Island. Furthermore, banks can provide financial education to residents, especially those in low-income areas, on how to manage their money and build their credit. With the county's diverse population, banks can offer multilingual services to cater to non-English speakers, such as Spanish and Portuguese. Overall, a bank can play a vital role in helping the residents of Washington County, RI achieve their financial goals and improve their quality of life.

Insurance Broker

Washington County, RI is home to a diverse population with different insurance needs. An insurance broker can help residents of this county in several ways. Firstly, they can help individuals and families find the best insurance coverage for their needs and budget. This is particularly important in Washington County, which is home to many small businesses and self-employed individuals who may need specialized insurance plans. Additionally, an insurance broker can help residents navigate the complex world of health insurance, which can be particularly challenging in a state like Rhode Island, where healthcare costs are high. They can also help residents understand their options for auto, home, and life insurance, and provide guidance on choosing the right coverage levels and deductibles. Overall, an insurance broker can provide valuable support and guidance to residents of Washington County, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Washington County, Rhode Island, could benefit greatly from the expertise of a retirement planner. With its growing population of retirees, the county requires a specialized approach to retirement planning that takes into account the unique economic and social factors of the area. For instance, the county's coastal location and proximity to major cities like Boston and New York City make it an attractive destination for retirees seeking a peaceful and scenic environment. However, the high cost of living in the area can make it challenging for retirees to make their savings last. A retirement planner can help residents of Washington County navigate these challenges by developing a customized plan that accounts for their specific needs and goals. Whether it's maximizing Social Security benefits, managing investments, or creating a tax-efficient retirement income strategy, a retirement planner can provide the guidance and support necessary to help Washington County residents enjoy a comfortable and secure retirement.

Financial Advisor

Residents of Washington County, RI could greatly benefit from the guidance of a financial advisor in a multitude of ways. With its diverse population and unique economic landscape, this county presents a range of financial challenges that require the expertise of a professional. For example, many residents in this area are small business owners who require assistance in managing their finances and navigating the complex tax laws that apply to their businesses. Additionally, the county is home to a large number of retirees who need help in planning for their retirement and ensuring that their investments are properly diversified. Furthermore, the county's coastal location makes it particularly vulnerable to natural disasters and other unforeseen events, making it essential for residents to have a financial plan in place that can help them weather any financial storms that may come their way. In short, a financial advisor can provide invaluable assistance to residents of Washington County, RI by helping them navigate the complexities of the local economy and plan for a secure financial future.

Mortgage Loan Officer

Residents of Washington County, RI can benefit from the expertise of a mortgage loan officer in many ways. With its diverse landscape and rich history, Washington County presents unique challenges that require a knowledgeable and experienced loan officer. For example, the county is home to a large number of seasonal homes and vacation properties, which can complicate the mortgage process. Additionally, the county's coastal location makes it vulnerable to natural disasters such as hurricanes and flooding, which can impact property values and insurance requirements. A skilled mortgage loan officer can help residents navigate these challenges and find the best mortgage options for their specific needs, whether they are first-time homebuyers, vacation property owners, or seasoned investors.

Tax Services

Residents of Washington County, RI can benefit from the services of a tax advisor in numerous ways. With the county being home to several small businesses, a tax advisor can help owners navigate the complex tax laws and regulations. Additionally, with the county's proximity to the ocean, many residents are involved in the fishing industry, which has its own unique set of tax rules. A tax advisor can help these individuals ensure they are taking advantage of all available deductions and credits. Furthermore, with the county's aging population, a tax advisor can assist with estate planning and ensuring that assets are distributed according to the wishes of the individual. In short, a tax advisor can provide valuable assistance to the diverse population of Washington County, RI, in navigating the complex and ever-changing tax landscape.

Estate Planning Lawyer

Residents of Washington County, RI can benefit from the services of an estate planning lawyer in several ways. For starters, the lawyer can help them create a comprehensive estate plan that takes into account their unique circumstances and goals. This may involve drafting a will, setting up trusts, and designating beneficiaries for various assets. Additionally, an estate planning lawyer can assist with probate and estate administration, ensuring that the deceased's assets are distributed according to their wishes and in compliance with Rhode Island law. In Washington County, RI, where many residents own waterfront property and other valuable assets, it is especially important to have a solid estate plan in place to protect those assets and ensure they are passed on to the next generation. Furthermore, an estate planning lawyer can help with tax planning, minimizing the tax burden on the estate and its beneficiaries. Overall, working with an estate planning lawyer can provide peace of mind and ensure that one's legacy is protected for years to come.


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