The Best Retirement planning resources in Lincoln, Rhode Island

Navigant Credit Union is a trusted financial institution located at 185 Front Street in Lincoln, Rhode Island. As a member-owned cooperative, Navigant Credit Union offers a wide range of banking services, including savings accounts, checking accounts, loans, and more. With a commitment to providing personalized service and competitive rates, Navigant Credit Union is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that truly cares about its members.

Buckingham 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.