TOP 20 Best Estate tax planning in Middletown, Rhode Island

Smart Real Estate Coach is a leading real estate agency located in Middletown, Rhode Island. Our team of experienced professionals is dedicated to providing top-notch services to our clients, whether they are buying, selling, or investing in real estate. With a focus on innovation and technology, we strive to stay ahead of the curve in the ever-evolving real estate market. Our commitment to excellence and customer satisfaction sets us apart from the rest. Visit us at 190 East Main Road to experience the Smart Real Estate Coach difference.

Coastal Financial Group & Island Tax Associates is a comprehensive financial institution located at 575 East Main Road in Middletown, Rhode Island, United States. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. From tax preparation and planning to investment strategies and insurance solutions, we offer a wide range of services to meet our clients' needs. With a commitment to personalized service and expert advice, Coastal Financial Group & Island Tax Associates is your trusted partner in financial success.

H&R Block is a renowned accounting and finance institution located at 823 West Main Road in Middletown, Rhode Island, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses looking to manage their finances effectively. The institution's team of experienced professionals offers personalized solutions to help clients navigate complex financial matters and achieve their goals. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is dedicated to helping you secure a stable financial future.

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.

Silva Thomas Martland & Offenberg, LTD is a prestigious law firm located at 1100 Aquidneck Avenue in Middletown, Rhode Island. With a team of highly skilled and experienced lawyers, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and family law, they are dedicated to providing personalized and effective legal representation. Trust Silva Thomas Martland & Offenberg, LTD to handle your legal needs with professionalism and expertise.

Updegrove Law, Ltd. is a reputable law firm located at 314 Oliphant Lane in Middletown, Rhode Island. Specializing in various legal services, including estate planning, real estate law, and business law, their team of experienced lawyers is dedicated to providing top-notch legal representation to their clients. With a commitment to professionalism and integrity, Updegrove Law, Ltd. strives to achieve the best possible outcomes for their clients. Whether you are in need of legal guidance for personal or business matters, you can trust Updegrove Law, Ltd. to handle your case with skill and expertise.

Flynn Financial Group Inc. is a leading accounting and finance institution located at 1120 Aquidneck Avenue in Middletown, Rhode Island. With a team of experienced professionals, Flynn Financial Group Inc. provides a wide range of financial services including tax preparation, financial planning, investment management, and more. Clients can trust Flynn Financial Group Inc. for expert advice and personalized solutions to meet their financial needs.

LPL Financial is a leading finance institution located at 850 Aquidneck Avenue in Middletown, Rhode Island, United States. They offer a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, LPL Financial is committed to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LPL Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

JBMB Properties is Newport County's premier short-term rental and property management group located at 14 Little Creek Lane, Middletown, Rhode Island, United States. As a full-service property management company, we pride ourselves on our tried and true expertise in the unique market of Newport County. With our own set of short-term rentals, we have a history of successfully operating within the area and understanding the needs of incoming guests. Our properties are meticulously staged for comfort and communication, ensuring they stand out from the crowd and maintain high occupancy rates.

Rodriguez Wealth Management is a leading financial institution located at 850 Aquidneck Avenue in Middletown, Rhode Island, United States. Specializing in finance, Rodriguez Wealth Management offers a wide range of services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, they provide personalized wealth management solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Rodriguez Wealth Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

TW Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 26 Valley Road in Middletown, Rhode Island, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Please visit our website for important disclosures and regulations, as well as information on privacy and security. As a member of FINRA and SIPC, we adhere to strict guidelines to protect your investments. We appreciate the opportunity to assist your friends and family members with their financial goals, and look forward to reaching out to them soon. Feel free to contact us with any questions or concerns.

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 Financial Associates is a reputable institution located at 1120 Aquidneck Avenue in Middletown, Rhode Island. Specializing in finance, health, and insurance services, Newport Financial Associates offers a wide range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution provides personalized and comprehensive financial planning, investment management, and insurance coverage to help individuals and businesses achieve their financial goals. Whether you are looking to secure your future, protect your health, or safeguard your assets, Newport Financial Associates is dedicated to providing expert guidance and support every step of the way.

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.

Harold V Cardoza is a trusted financial advisor at Ameriprise Financial Services, LLC located at 26 Valley Road in Middletown, Rhode Island. With years of experience in the finance industry, Harold provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Harold V Cardoza can provide expert guidance and strategies tailored to your specific needs. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Steve Senteio, CFP® is a trusted financial institution located in Middletown, Rhode Island, United States. With a focus on personalized financial planning and wealth management, Steve Senteio, a Certified Financial Planner, helps clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or save for your child's education, Steve Senteio and his team at Edward Jones are dedicated to providing expert guidance and tailored solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Steve Senteio, CFP® to help you navigate the complexities of the financial world and make informed decisions for a more secure financial future.

Detwiler & Associates is a reputable accounting and finance institution located at 747 Aquidneck Avenue in Middletown, Rhode Island, United States. With a team of highly skilled professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust Detwiler & Associates to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual or a business owner, this institution is dedicated to providing top-notch financial services to meet your needs.

Behan Law Office is a reputable law firm located at 294 Valley Road in Middletown, Rhode Island. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Behan Law Office is here to help. Trust us to advocate for your rights and guide you through the legal process with professionalism and expertise. Contact us today to schedule a consultation.

Prudential | Athol Cochrane is a trusted insurance agency located at 272 Valley Road in Middletown, Rhode Island. Specializing in life insurance and annuities, they offer comprehensive coverage and financial solutions to help individuals and families protect their futures. With a commitment to excellence and personalized service, Prudential | Athol Cochrane is dedicated to helping clients achieve their financial goals and secure peace of mind. Contact them today to learn more about their insurance options and how they can help you plan for the future.

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.