Personalized financial planning in Lincoln, RI
19 results found
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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 -
Lepine Financial Advisors
● ClosedLepine Financial Advisors is a premier financial institution located at 6 Blackstone Valley Place in Lincoln, Rhode Island, United States. Specializing in finance, our team of experienced advisors is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. With a commitment to excellence and integrity, Lepine Financial Advisors is the trusted partner you need to secure your financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
6 Blackstone Valley Pl Bldg 1, Suite 101, Lincoln, RI 02865, United States -
Lincoln Capital Corporation - Financial Advisor: Ronald Albert, CFP
● ClosedLincoln Capital Corporation, located at 40 Westminster Street in Providence, Rhode Island, is a trusted financial institution led by Ronald Albert, CFP. Since its establishment in 1991, Lincoln Capital has been dedicated to providing clients with objective financial advice and personalized guidance in a fiduciary manner. Specializing in high-quality financial and investment services, the firm prioritizes the best interests of its clients, offering tailored solutions to individuals, professionals, and small business owners nationwide. With a focus on helping clients achieve their unique goals and objectives, Lincoln Capital takes a value-oriented approach to portfolio management, ensuring cost-effective strategies to meet financial milestones. Through strategic alliances with top trust and financial companies, the institution offers comprehensive wealth management services personalized to each client's needs.
40 Westminster St # 202, Providence, RI 02903, United States -
Coastal Financial Planning
● OpenCoastal Financial Planning is a finance institution located at 640 George Washington Highway in Lincoln, Rhode Island, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and expert advice. Whether you are saving for retirement, planning for your child's education, or looking to invest for the future, we are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
640 George Washington Hwy, Lincoln, RI 02865, United States -
Sowa Financial Group
● OpenSowa Financial Group is a leading finance institution located at 24 Albion Road in Lincoln, Rhode Island, United States. With a team of experienced financial experts, Sowa Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Sowa Financial Group is dedicated to providing personalized solutions to meet your unique needs. Trust Sowa Financial Group to help you navigate the complexities of the financial world and secure your financial future.
24 Albion Rd, Lincoln, RI 02865, United States -
Lincoln Financial Securities
● ClosedLincoln Financial Securities is a finance institution located at 75 Sockanosset Cross Road in Cranston, Rhode Island, United States. As a leading provider of financial services, Lincoln Financial Securities offers a wide range of investment products and solutions to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized advice and guidance to assist clients in making informed decisions about their investments. Whether you are planning for retirement, saving for college, or building wealth, Lincoln Financial Securities is dedicated to helping you secure your financial future.
75 Sockanosset Cross Rd # 202, Cranston, RI 02920, United States -
Carlos Martins: Primerica - Financial Services
● OpenCarlos Martins: Primerica - Financial Services is a reputable finance and insurance agency located at 1525 Old Louisquisset Pike in Lincoln, Rhode Island, United States. We specialize in providing a wide range of financial services to help our clients achieve their financial goals and secure their future. With a team of experienced professionals, we offer personalized financial planning, investment strategies, and insurance solutions to meet the unique needs of each individual or family. Whether you are looking to save for retirement, protect your assets, or plan for your children's education, Carlos Martins: Primerica - Financial Services is committed to helping you build a solid financial foundation for a secure and prosperous future.
1525 Old Louisquisset Pike C-103, Lincoln, RI 02865, United States -
Amica Mutual Insurance Company
● OpenAmica Mutual Insurance Company is an insurance agency located at 100 Amica Way in Lincoln, Rhode Island, United States. With a strong reputation for providing reliable and affordable insurance coverage, Amica offers a wide range of insurance products including auto, home, life, and business insurance. The company is known for its exceptional customer service, competitive rates, and commitment to helping policyholders protect what matters most. Whether you're looking for personal or commercial insurance solutions, Amica Mutual Insurance Company is dedicated to providing peace of mind and financial security to its customers.
100 Amica Way, Lincoln, RI 02865, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth, located at 24 Albion Road in Lincoln, Rhode Island, offers innovative and tax-optimized wealth management solutions to clients. The team at Buckingham Strategic Wealth in Rhode Island focuses on providing excellent client experiences through a process of focused execution. By gaining a comprehensive understanding of each client's tax situation and overall financial picture, the team is able to offer independent and objective wealth management advice. The Rhode Island team, which has been providing advisory services since 2002 and joined Buckingham Strategic Wealth in 2023, offers comprehensive financial planning services to individuals and families. Services include investment management, retirement planning, and insurance planning. As fiduciary advisors, the team is dedicated to helping clients achieve their financial goals, lifestyle preferences, and wishes for their family and community.
24 Albion Rd #440, Lincoln, RI 02865, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a renowned finance institution located at 670 George Washington Highway in Lincoln, Rhode Island, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch specializes in wealth management, investment advice, and retirement planning for individuals and businesses alike. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you're looking to grow your investments, plan for retirement, or simply manage your wealth more effectively, Merrill Lynch Wealth Management is committed to providing personalized solutions tailored to your unique needs.
670 George Washington Hwy, Lincoln, RI 02865, United States -
Allegretti & Associates
● ClosedAllegretti & Associates is a trusted accounting and finance institution located at 1525 Old Louisquisset Pike in Lincoln, Rhode Island, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Their dedication to providing personalized and quality service sets them apart in the industry. Whether you are an individual or a business owner, Allegretti & Associates is committed to helping you achieve your financial goals. Contact them today to schedule a consultation.
1525 Old Louisquisset Pike A104, Lincoln, RI 02865, United States -
Neves Raymond
● OpenNeves Raymond is a reputable accounting and finance institution located at 7 Tara Way in Lincoln, Rhode Island, United States. With a strong focus on providing top-notch financial services, Neves Raymond is dedicated to helping individuals and businesses manage their finances effectively. Their team of experienced professionals offers expert advice and assistance in areas such as tax preparation, budgeting, investment planning, and more. Whether you are looking for personal financial guidance or seeking assistance with your business finances, Neves Raymond is committed to delivering exceptional service to meet your needs.
7 Tara Way, Lincoln, RI 02865, United States -
Marchick David CPA
● OpenMarchick David CPA is a reputable accounting and finance institution located at 872 Smithfield Avenue in Lincoln, Rhode Island, United States. With years of experience and expertise in the field, Marchick David CPA offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedicated team of professionals is committed to providing personalized and high-quality services to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for financial guidance, Marchick David CPA is the go-to institution for all your accounting and finance needs.
872 Smithfield Ave, Lincoln, RI 02865, United States -
Laura Gustafson, CFP , CLU , ChFC
● ClosedLaura Gustafson, CFP, CLU, ChFC is a reputable finance and insurance agency located at 12 Linfield Drive in Lincoln, Rhode Island, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, insurance solutions, and wealth management. Whether you are looking to secure your financial future or protect your assets, Laura Gustafson and her team are dedicated to providing personalized and comprehensive solutions to meet your needs. Trust in their expertise and commitment to helping you achieve your financial goals.
12 Linfield Dr, Lincoln, RI 02865, United States -
Sparrow & Co
● OpenSparrow & Co 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, we provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Our commitment to excellence and personalized service sets us apart from other firms in the industry. Contact us today to see how we can help you achieve your financial goals.
6 Blackstone Valley Pl STE 107, Lincoln, RI 02865, United States -
Damiano, Burk & Nuttall, PC
● OpenDamiano, 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.
6 Blackstone Valley Pl, Lincoln, RI 02865, United States -
Feeney, Foster & Cavanagh, CPAs LLC
● OpenFeeney, Foster & Cavanagh, CPAs LLC is a well-established 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 services including tax planning, auditing, financial consulting, and more. Their dedication to providing high-quality services and personalized attention to each client sets them apart in the industry. Whether you are an individual or a business looking for expert financial guidance, Feeney, Foster & Cavanagh, CPAs LLC is the trusted partner you can rely on.
6 Blackstone Valley Pl #401d, Lincoln, RI 02865, United States -
Eagle Strategies LLC
● OpenEagle Strategies LLC is a reputable insurance agency located at 640 George Washington Highway in Lincoln, Rhode Island, United States. With a team of experienced professionals, Eagle Strategies LLC offers a wide range of insurance products and services to meet the needs of individuals and businesses. Whether you are looking for life insurance, health insurance, or retirement planning, Eagle Strategies LLC is dedicated to providing personalized solutions to help you protect what matters most. Contact us today to learn more about how we can help you secure your financial future.
640 George Washington Hwy, Lincoln, RI 02865, United States -
Russell P Ferrara & Co
● OpenRussell P Ferrara & Co is a reputable accounting and finance institution located at 1189 Smithfield Avenue in Lincoln, Rhode Island, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Russell P Ferrara & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial matters.
1189 Smithfield Ave, Lincoln, RI 02865, United States
- Financial consulting
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List of local businesses, places and services in Rhode Island
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