Personal financial planning in Middletown, Rhode Island
30 results found
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AAA Middletown
● ClosedAAA Middletown is a trusted insurance and travel agency located at 49 East Main Road in Middletown, Rhode Island, United States. Our experienced team is dedicated to providing top-notch insurance services, including auto, home, and life insurance, as well as travel services such as booking flights, hotels, and rental cars. With a focus on customer satisfaction and personalized service, AAA Middletown is your one-stop shop for all your insurance and travel needs. Visit us today to learn more about how we can help protect you and your loved ones while making your travel dreams a reality.
49 E Main Rd, Middletown, RI 02842, United States -
Corrigan Financial, Inc.
● ClosedCorrigan Financial, Inc. is a reputable finance institution located at 747 Aquidneck Avenue in Middletown, Rhode Island, United States. Specializing in providing comprehensive financial services, Corrigan Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or secure your financial well-being, Corrigan Financial, Inc. is committed to providing expert guidance and support every step of the way.
747 Aquidneck Ave #1, Middletown, RI 02842, United States -
Lincoln Financial Securities | James Crosson
● ClosedLincoln 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.
809 Aquidneck Ave, Middletown, RI 02842, United States -
Newport Financial Associates
● ClosedNewport 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.
1120 Aquidneck Ave, Middletown, RI 02842, United States -
Flynn Financial Group Inc.
● ClosedFlynn 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.
1120 Aquidneck Ave, Middletown, RI 02842, United States -
Coastal Financial Group & Island Tax Associates
● ClosedCoastal 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.
575 E Main Rd, Middletown, RI 02842, United States -
Jerome Sullivan - TD Wealth Financial Advisor
● ClosedJerome 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.
553 W Main Rd, Middletown, RI 02842, United States -
LPL Financial
● ClosedLPL 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.
850 Aquidneck Ave Suite A4, Middletown, RI 02842, United States -
Baxter Smith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenBaxter 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.
26 Valley Rd STE 101, Middletown, RI 02842, United States -
Harold V Cardoza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHarold 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.
26 Valley Rd STE 101, Middletown, RI 02842, United States -
Edward Jones - Financial Advisor: Steve Senteio, CFP®
● OpenEdward 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.
790 Aquidneck Ave First Floor North, Middletown, RI 02842, United States -
Middletown Tax Finance Dir
● OpenWelcome to Middletown Tax Finance Dir, your trusted partner for comprehensive tax and financial services in the heart of Middletown, Rhode Island. Conveniently located at 350 East Main Road, our dedicated team is committed to providing personalized and professional solutions to meet all your tax and financial needs. At Middletown Tax Finance Dir, we specialize in a wide range of services including tax preparation, financial planning, and advisory services tailored to individuals, families, and businesses. Our experienced professionals are here to guide you through the complexities of tax regulations and financial strategies, ensuring you achieve optimal results and peace of mind.
350 East Main Road, Middletown, Rhode Island 02842, United States -
Rodriguez Wealth Management
● ClosedRodriguez 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.
850 Aquidneck Ave a4, Middletown, RI 02842, United States -
Meehan Sharon K
● ClosedMeehan Sharon K is a finance institution located at 850 Aquidneck Avenue in Middletown, Rhode Island, United States. They offer a range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Meehan Sharon K provides personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Meehan Sharon K is dedicated to helping you secure a stable financial future.
850 Aquidneck Ave a4, Middletown, RI 02842, United States -
Black Point Wealth Managment
● ClosedBlack 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.
2 Corporate Pl, Middletown, RI 02842, United States -
Christian O'Neill
● OpenChristian O'Neill is a reputable finance institution located at 1 Corporate Place in Middletown, Rhode Island, United States. With a strong commitment to providing top-notch financial services, Christian O'Neill offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, the experienced team at Christian O'Neill is dedicated to helping you achieve your financial goals. Trust in Christian O'Neill for expert guidance and personalized service in the world of finance.
1 Corporate Pl, Middletown, RI 02842, United States -
Nicole R Gray & Associates, CPA
● ClosedNicole R Gray & Associates, CPA is a reputable accounting and finance institution located at 747 Aquidneck Avenue in Middletown, Rhode Island, United States. Our team of experienced Certified Public Accountants offers a wide range of professional services to individuals and businesses, including tax preparation, financial planning, and auditing. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial matters with confidence. Contact us today to learn more about how we can assist you with your accounting and finance needs.
747 Aquidneck Ave Ste 2E, Middletown, RI 02842, United States -
Prudential | Tony Kutsaftis | Life Insurance & Annuities
● ClosedPrudential | 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.
702 Aquidneck Ave, Middletown, RI 02842, United States -
H&R Block
● ClosedH&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.
823 W Main Rd Ste 3, Middletown, RI 02842, United States -
Detwiler & Associates
● ClosedDetwiler & 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.
747 Aquidneck Ave, Middletown, RI 02842, United States -
Thow Associate
● ClosedThow Associate is a reputable accounting and finance institution located at 1425 Green End Avenue in Middletown, Rhode Island, United States. With a team of experienced professionals, Thow Associate offers a wide range of financial services including tax preparation, auditing, financial planning, and more. Clients can trust Thow Associate to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Thow Associate is dedicated to helping you achieve your financial goals.
1425 Green End Ave, Middletown, RI 02842, United States -
Savings Institute Bank & Trust
● ClosedSavings Institute Bank & Trust is a trusted financial institution located at 165 East Main Road in Middletown, Rhode Island. As a full-service bank, we offer a range of financial services including savings and checking accounts, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing personalized service and competitive rates, Savings Institute Bank & Trust is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with us.
165 E Main Rd, Middletown, RI 02842, United States -
Prudential | Athol Cochrane | Life Insurance & Annuities
● OpenPrudential | 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.
272 Valley Rd, Middletown, RI 02842, United States -
Newport Insurance Solutions, LLC
● OpenNewport 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.
702 Aquidneck Avenue Middletown, Middletown, RI 02842, United States -
Budget Truck Rental
● ClosedWelcome to Budget Truck Rental, your trusted partner for affordable and reliable truck rentals in Middletown, Rhode Island. Conveniently located at 707 West Main Road, our local branch is committed to providing exceptional service for all your moving and transportation needs. At Budget Truck Rental, we understand the importance of affordability without compromising on quality. That's why we offer a variety of truck sizes to suit any move, big or small. Whether you're relocating across town or transporting goods, our well-maintained fleet is ready to assist you every step of the way.
707 West Main Road, Middletown, Rhode Island 02842, United States -
TD Bank
● ClosedWelcome to TD Bank, your local financial partner located at 553 West Main Road, Middletown, Rhode Island. At TD Bank, we offer a comprehensive range of banking, ATM, and finance services tailored to meet your individual needs. Our dedicated Relationship Managers and experienced wealth professionals are here to assist you with private banking, credit, investment, and financial planning. Visit us to experience personalized service during our convenient "human hours," which include early mornings, late evenings, and weekends. Whether you're in need of an instant debit card, a new savings account, or just some friendly conversation, we're here for you. Enjoy complimentary lollipops and dog biscuits while you take care of your banking needs.
553 West Main Road, Middletown, Rhode Island 02842, United States -
Citizens Bank
● ClosedWelcome 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.
25 East Main Road, Middletown, Rhode Island 02842, United States -
Benjamin F. Edwards
● ClosedWelcome 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.
272 Valley Road, Middletown, Rhode Island 02842, United States -
Webster Bank
● ClosedWelcome to Webster Bank, your trusted partner in banking and financial services, conveniently located at 716 Aquidneck Avenue, Middletown, Rhode Island. As a leading financial institution, we are committed to providing our customers with exceptional service and innovative financial solutions tailored to meet your unique needs. Whether you're looking to manage your daily banking, explore financing options, or plan for your future, our team of experienced professionals is here to assist you every step of the way. Our Middletown branch offers a full range of services, including personal and business banking, loans, mortgages, and investment advice. Additionally, our state-of-the-art ATMs provide quick and easy access to your accounts any time of the day. At Webster Bank, we pride ourselves on building lasting relationships with our clients, founded on trust, integrity, and personalized attention. Visit us today and discover why we are the preferred choice for banking and financial services in Middletown, Rhode Island.
716 Aquidneck Avenue, Middletown, Rhode Island 02842, United States -
Bank Newport Corporate Offices
● OpenWelcome to Bank Newport Corporate Offices, your trusted financial partner located at 184 John Clarke Road, Middletown, Rhode Island. As a leading provider of comprehensive financial services, we are dedicated to helping individuals and businesses achieve their financial goals with ease and confidence. Our state-of-the-art ATMs and personalized financial solutions are designed to cater to your unique needs, ensuring convenience and reliability every step of the way. Whether you're managing personal finances, planning for the future, or seeking expert guidance for your business, our team of experienced professionals is here to support you. Visit us today and experience the commitment to exceptional service and community-focused values that make Bank Newport the preferred choice for finance solutions in Middletown and beyond.
184 John Clarke Road, Middletown, Rhode Island 02842, United States
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