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TOP 30 Financial advisor for seniors in Rhode Island
18 results found
A convenient service for searching for businesses, places and services
South Shore Capital Advisors
South Shore Capital Advisors, located at 174 Bellevue Avenue in Newport, Rhode Island, is a finance institution that works with over 75 clients, including individuals, trusts, and retirement plans. With over $190 million in assets under direct management, the principals of the firm also advise clients on hundreds of millions more. Committed to competitive performance and full transparency, South Shore Capital Advisors operates by the fiduciary standard, always acting in the best interest of the client. Their global approach to investing integrates equity and fixed income decisions, recognizing the increasing number of investment opportunities worldwide. Regardless of account size, all clients receive the same level of resources, expertise, and personalized consulting. Principals Taylor Thomas, Lowell Thomas, and Senior Portfolio Manager Caitlin Appleton are dedicated to maintaining an open dialogue with clients.
Merrill Lynch Financial Advisor Brendan P McCarthy
Merrill Lynch Financial Advisor Brendan P McCarthy, located in Providence, Rhode Island, United States, offers personalized wealth management advice to affluent families and individuals. Brendan, a Senior Vice President and Wealth Management Advisor, is a CERTIFIED FINANCIAL PLANNER™ with a focus on retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation. Recognized on the Forbes "Best-in-State Wealth Advisors" list and part of the #1 Wealth Management Team in Rhode Island, Brendan is dedicated to helping clients achieve their financial goals. With a personalized approach centered on the client's priorities and goals, the De Marco-McCarthy Group provides boutique-level services for both accumulation and distribution phases of clients' lives. Through the Merrill Personal Wealth Analysis™, Brendan helps clients build a customized plan to manage, grow, and preserve their wealth. By getting to know each client personally, Brendan creates a financial approach tailored to their unique needs and life priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Brendan works with clients to help them achieve their financial goals and stay on track, no matter the market conditions. Brendan is registered to do business in multiple states and is committed to providing comprehensive financial solutions to help clients live their best financial life.
Steven L Lavergne - Financial Advisor, Ameriprise Financial Services, LLC
Steven L Lavergne is a financial advisor at Ameriprise Financial Services, LLC located at 1200 Central Avenue, Pawtucket, Rhode Island, United States. If you or someone you know has financial questions, Steven is available to provide guidance and advice. He offers complimentary initial consultations to discuss financial planning concepts and help individuals work towards a more confident financial future. Steven is registered with FINRA and offers investment products and services through Ameriprise Financial Services, LLC. Clients can use the Ameriprise Credit Card Cash Back Calculator to maximize their cash back rewards. Steven may only conduct securities business with residents of certain states, so it is important to check his registration on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Privacy and security are a top priority, and clients can access important disclosures and information on the Ameriprise Financial website. Feel free to refer friends and family to Steven for assistance with achieving their financial goals.
Roger Lapierre - Financial Advisor, Ameriprise Financial Services, LLC
Roger Lapierre, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Citizens Plz in Providence, Rhode Island, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Roger Lapierre is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Additionally, Roger Lapierre is trained in behavioral finance, philanthropy, annuities, and senior planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, navigate a divorce, or maximize the value of your business in a merger or acquisition, Roger Lapierre has the expertise to guide you through the process. Contact Roger Lapierre at Ameriprise Financial Services, LLC for all your financial planning needs.
Merrill Lynch Financial Advisor Stephen F Eno
Merrill Lynch Financial Advisor Stephen F Eno, located in Providence, Rhode Island, United States, is a dedicated and experienced institution committed to building strong relationships with clients. With over 45 years of experience in the financial services industry, Stephen Eno focuses on developing personalized strategies for individuals, families, and businesses to help them achieve their short- and long-term financial goals. As a Senior Financial Advisor, Stephen Eno follows the Merrill tradition of community involvement, volunteering with organizations in the local area. He offers clients personalized financial plans through Merrill Personal Wealth Analysis™, tailored to their goals and priorities. Supported by the global resources of Merrill, Stephen's team provides premier customer service and financial tools based on each client's unique circumstances.
Merrill Lynch Financial Advisor Lori Sloper
Merrill Lynch Financial Advisor Lori Sloper is a distinguished finance institution located at 1 Financial Plz, Providence, Rhode Island, United States. Recognized by Forbes for their exceptional client service, the advisors at Merrill Lynch are setting the standard in the financial industry. Lori Sloper, a senior partner and Senior Financial Advisor at The Sloper Zawerucka Group, brings over 31 years of experience in the financial services industry. Committed to helping clients live their best lives, Lori focuses on retirement accumulation, income strategies, and managing risk in challenging markets. She provides personalized wealth management services to affluent families, utilizing a goals-based holistic planning approach. With a background in customized wealth planning and investment strategies, Lori assists high net worth clients in growing and preserving wealth while preparing for life's unforeseen challenges. Passionate about animal rescue philanthropy and music, Lori is dedicated to helping clients achieve their financial goals and secure their future. At Merrill Lynch Wealth Management, the focus is on understanding your personal goals and priorities to create a customized financial approach that aligns with your aspirations. By utilizing the Investment Personality Assessment, Merrill advisors can gain a deeper understanding of your investing preferences and tailor a financial plan to help you pursue what matters most to you. With access to investment insights and banking solutions, Merrill provides a comprehensive approach to managing, growing, and preserving your wealth. The mission at Merrill Lynch is to understand you and what matters most to you, in order to design and implement a personalized plan that helps you pursue financial goals while managing investment risk. Through regular check-ins and updates to your financial approach, Merrill advisors help you stay on track to achieve your goals even as life and the financial markets change. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and build a customized investment approach to address your needs and pursue your goals.
Dowd & Associates Seniors Financial
Dowd & Associates Seniors Financial is a reputable accounting and finance institution located at 5853 Post Road in East Greenwich, Rhode Island, United States. With a focus on serving the financial needs of seniors, their team of experienced professionals provide personalized financial planning and consulting services to help clients achieve their retirement goals. Whether it's managing investments, planning for healthcare costs, or navigating estate planning, Dowd & Associates Seniors Financial is dedicated to providing expert guidance and support every step of the way.
Edward Jones - Financial Advisor: Stephen Randolph, CFP®|AAMS™
Edward Jones - Financial Advisor: Stephen Randolph, CFP®|AAMS™ is a trusted financial institution located at 349 Metacom Avenue in Bristol, Rhode Island, United States. Specializing in personalized financial planning, Stephen Randolph, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert guidance to help individuals achieve their financial goals. With a commitment to providing tailored solutions and exceptional service, Edward Jones is a premier choice for those seeking comprehensive wealth management services.
LPL Financial
LPL Financial is a finance institution located at 37 Butternut Drive in North Kingstown, Rhode Island, United States. The institution is led by James P. Celico, who holds various certifications including ChFC®, CLU®, CASL®, RHU®, REBC®, RICP®. The data submitted to LPL Financial is transmitted securely. The registered representatives associated with this institution may only conduct business with residents of specific states where they are properly registered or licensed. Additional certifications held by the team include Chartered Advisor for Senior Living (CASL) and Retirement Income Certified Professional (RICP) conferred by The American College. Visitors are encouraged to check the background of the investment professionals at LPL Financial before engaging in any business transactions.
Longbridge Financial, LLC - Carol Miller - Reverse Mortgages
Longbridge Financial, LLC - Carol Miller - Reverse Mortgages is a finance institution located at 8 Red Cross Avenue in Newport, Rhode Island, United States. Specializing in reverse mortgages, Carol Miller and her team at Longbridge Financial are dedicated to helping seniors unlock the equity in their homes to achieve financial security and peace of mind in retirement. With years of experience and a commitment to personalized service, Longbridge Financial is a trusted resource for those considering a reverse mortgage. Visit their office in Newport or contact them today to learn more about how they can help you navigate the world of reverse mortgages.
The Retirement Planning Company
The Retirement Planning Company is a finance institution located at 1287 Post Road in Warwick, Rhode Island, United States. Our dedicated team of financial advisors specializes in helping individuals plan for a secure and comfortable retirement. We offer personalized retirement planning services tailored to each client's unique financial goals and circumstances. Whether you are just starting to save for retirement or are nearing retirement age, our experienced professionals are here to provide expert guidance and support every step of the way. Contact us today to start planning for your future with confidence.
Prudential | Tony Kutsaftis | Life Insurance & Annuities
Prudential | Tony Kutsaftis | Life Insurance & Annuities is a trusted finance and insurance agency located at 702 Aquidneck Avenue in Middletown, Rhode Island, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping clients protect their financial future. Whether you are looking to secure your family's well-being or plan for retirement, we offer personalized services tailored to meet your individual needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.
Michael Smith, Bankers Life Agent
Michael Smith, Bankers Life Agent is an insurance agency located at 475 Kilvert Street in Warwick, Rhode Island, United States. Specializing in life insurance and retirement planning, Michael Smith offers personalized service and expert advice to help clients secure their financial future. With a strong reputation for integrity and professionalism, Michael Smith, Bankers Life Agent is dedicated to providing top-notch insurance solutions to individuals and families in the Warwick area. Contact us today to schedule a consultation and start planning for tomorrow.
Melanie Oliveira, Bankers Life Agent
Melanie Oliveira, Bankers Life Agent is a reputable insurance agency located at 475 Kilvert Street in Warwick, Rhode Island, United States. Specializing in providing comprehensive insurance solutions, Melanie Oliveira is dedicated to helping clients protect their assets and secure their financial future. With a strong focus on customer service and personalized attention, clients can trust in the expertise and professionalism of Melanie Oliveira, Bankers Life Agent for all their insurance needs.
New York Life Insurance Co: Berube Sharon
New York Life Insurance Co: Berube Sharon is an insurance agency located at 10 Orms Street, Providence, Rhode Island, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include help with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, estate planning, and insurance for employees, executives, and small businesses. They have a diverse and welcoming workplace with agents dedicated to addressing unique needs, and offer resources such as articles, guides, and financial calculators to help clarify financial goals. With a mission to make the world a better place, they engage with communities through volunteer work, charitable donations, and impact investment initiatives. New York Life consistently earns the highest financial ratings and has a workforce that reflects the communities they serve.
Strategic Alliances ltd
Strategic Alliances Ltd is a professional consulting group located at 1300 Division Road, West Warwick, Rhode Island, United States. We specialize in management consulting, business development, strategic leadership, and corporate restructuring. Our team of experts has over thirty years of multi-industry experience and can assist businesses in overcoming challenges and achieving their short and long-term goals. Our Managing Director, Leo, has over 40 years of experience in strategic business development and organizational improvement. He has worked with Ernst & Young and held senior financial executive positions with multinational corporations. Leo has successfully assisted entrepreneurial companies through start-up and turnaround situations, linking accounting and finance to drive organizational development and improve earnings.
Justin Dallas, Bankers Life Agent
Justin Dallas, Bankers Life Agent is a reputable insurance agency located at 475 Kilvert Street in Warwick, Rhode Island, United States. As a Bankers Life Agent, Justin Dallas offers a wide range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and comprehensive insurance solutions, Justin Dallas helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Justin Dallas is dedicated to helping you make informed decisions and secure the coverage you need. Contact Justin Dallas, Bankers Life Agent today to discuss your insurance needs and start planning for a secure future.
Kristen Swendsen, Bankers Life Agent
Kristen Swendsen, Bankers Life Agent is an insurance agency located at 475 Kilvert Street in Warwick, Rhode Island, United States. With a team of dedicated professionals including insurance sales representatives, financial advisors, and unit field trainers, the institution offers a wide range of insurance and financial services to meet the needs of their clients. From insurance sales to financial planning, the team at Kristen Swendsen, Bankers Life Agent is committed to providing personalized and comprehensive solutions to help individuals and families secure their financial future. Whether you are looking for insurance coverage or investment advice, the experienced professionals at this institution are here to help.
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- Financial advisor for seniors in Bristol
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List of businesses, places and services in Rhode Island
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