TOP 10 Investment advisory services 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.

Welcome to Citizens Bank, your trusted financial partner located at 25 East Main Road, Middletown, Rhode Island. Whether you're looking for an ATM, banking services, or financial solutions, we've got you covered. At Citizens Bank, we understand that you're made of keeping things in check, and so are we. Our comprehensive financial solutions are designed to support you at every stage of life and beyond, ensuring your earning potential is limitless. Planning for college? Our flexible college funding options can ease the financial burden, with just one application potentially covering every school year. For homeowners, Citizens FastLine® offers a simpler, faster way to secure a Home Equity Line of Credit, with no impact on your credit score.

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.