TOP 10 Client focused financial strategies in Middletown, Rhode Island

Lincoln Financial Securities | James Crosson is a reputable finance and insurance agency located at 809 Aquidneck Avenue in Middletown, Rhode Island, United States. With a strong focus on providing personalized financial solutions and insurance products, this institution is dedicated to helping clients achieve their financial goals and secure their future. Led by experienced financial advisor James Crosson, the team at Lincoln Financial Securities is committed to providing top-notch service and expert guidance to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or protect your assets, Lincoln Financial Securities | James Crosson is the trusted partner you need for all your financial needs.

Jerome Sullivan - TD Wealth Financial Advisor is a trusted financial institution located at 553 West Main Road, Middletown, Rhode Island, United States. As a dedicated financial advisor, Jerome Sullivan offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert advice and guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, investing for the future, or managing your assets, Jerome Sullivan is committed to helping you navigate the complexities of the financial world. Trust in Jerome Sullivan - TD Wealth Financial Advisor for all your finance needs.

Baxter Smith is a financial advisor at Ameriprise Financial Services, LLC, located at 26 Valley Road in Middletown, Rhode Island. With a focus on providing personalized financial planning and investment strategies, Baxter Smith helps clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Baxter Smith offers expert advice and guidance to help you navigate the complexities of the financial world. Trust in Baxter Smith and Ameriprise Financial Services, LLC to provide you with the tools and resources you need to secure your financial future.

Black Point Wealth Management is a premier financial institution located at 2 Corporate Place in Middletown, Rhode Island, United States. Specializing in personalized wealth management services, our team of expert advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Black Point Wealth Management offers tailored investment strategies, retirement planning, estate planning, and more. Experience the difference that personalized financial guidance can make at Black Point Wealth Management.

Newport Insurance Solutions, LLC is a reputable insurance agency located in Middletown, Rhode Island, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of insurance professionals is dedicated to helping individuals and businesses find the right coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Newport Insurance Solutions, LLC is here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Welcome to Benjamin F. Edwards, located at 272 Valley Road, Middletown, Rhode Island. At our Newport, RI branch, we are committed to guiding you with trust, integrity, and mutual respect. Our team of seasoned financial professionals is dedicated to providing the service, support, and perspective you need to achieve your financial goals. We proudly serve Newport and the surrounding communities, offering a wide range of financial planning services tailored to meet your unique needs, whether it be investment challenges or retirement planning. Founded in 2008, Benjamin F. Edwards is a national wealth management firm that prioritizes putting clients’ interests first. Our approach is centered on informed investment advice and client-first service. We are proud to be a dually-registered broker-dealer and investment adviser, affiliated with Benjamin F. Edwards Wealth Management, and a member of FINRA and SIPC.

Welcome to Jeanne Cimaglia | Fitzpatrick Team at RE/MAX RESULTS, your trusted real estate partner in Middletown, Rhode Island. Conveniently located at 67 Valley Road, our agency is dedicated to providing exceptional real estate services to buyers, sellers, and investors in the local community and beyond. With a deep understanding of the Rhode Island market, our experienced team is committed to helping you achieve your real estate goals with personalized service and expert guidance. Whether you're looking to buy your dream home, sell your property, or explore investment opportunities, we are here to make the process seamless and rewarding. Discover the difference with Jeanne Cimaglia and the Fitzpatrick Team at RE/MAX RESULTS, where your real estate dreams become reality. Visit us today and let us help you navigate the dynamic world of real estate with confidence and ease.