Comprehensive estate planning in Lincoln, Rhode Island
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Lincoln Financial Securities | James Crosson
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.
Ross Gobeille - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ross Gobeille - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 640 George Washington Highway, Lincoln, Rhode Island, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications ensure that advisors have the knowledge and expertise to provide specialized financial planning services to individuals and businesses. The institution is committed to upholding a code of ethics and providing comprehensive training to address the diverse needs of clients in the areas of asset management, retirement planning, estate planning, investment strategies, and more. With a focus on professional development and client satisfaction, Ross Gobeille - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve their financial goals.
Susan Gershkoff, Esq., Ltd.
Susan Gershkoff, Esq., Ltd. is a law firm located at 132 Old River Road in Lincoln, Rhode Island, United States. Specializing in estate planning, they believe that creating an effective estate plan is crucial for the well-being of your loved ones. They offer a 10% discount on fees for all veterans and their families. The firm also educates clients on the SECURE ACT of Congress, which impacts retirement accounts and requires beneficiaries to withdraw Required Minimum Distributions within ten years of the plan owner's passing. They emphasize the importance of reviewing retirement account beneficiary designations to ensure they align with the new regulations.
Liddle III Alfred H
Liddle III Alfred H is a health institution located at 2 Wake Robin Road in Lincoln, Rhode Island, United States. This facility is dedicated to providing high-quality healthcare services to the community. With a focus on patient-centered care, Liddle III Alfred H offers a range of medical services to meet the needs of individuals and families. The experienced staff at this institution is committed to promoting wellness and improving the overall health of their patients. Visit Liddle III Alfred H for compassionate and comprehensive healthcare in a welcoming and professional environment.
Damiano, Burk & Nuttall, PC
Damiano, Burk & Nuttall, PC is a reputable accounting and finance institution located at 6 Blackstone Valley Place in Lincoln, Rhode Island, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to providing top-notch financial solutions tailored to meet their specific needs. Whether you are an individual or a business owner, Damiano, Burk & Nuttall, PC is committed to helping you achieve your financial goals.
Shana Speer - Realtor
Welcome to Shana Speer - Realtor, your premier destination for real estate services in Newport, Rhode Island. Located at 37 Bellevue Avenue, our business is dedicated to helping you find your dream home or investment property with ease and expertise. Our website is your ultimate resource for real estate searches, offering a comprehensive database of homes, condos, land, and foreclosure properties. Updated every 15 minutes directly from the official Realtor® database, our platform ensures you have the most current and accurate information at your fingertips. With user-friendly features, you can save searches, receive daily email alerts about new listings and price changes, and access detailed market reports.
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