The Best Retirement planning resources in Newport, Rhode Island

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.

Welcome to the Social Security Administration office located at 130 Bellevue Avenue, Newport, Rhode Island. As a vital local government office, we are dedicated to serving the residents of Newport and the surrounding communities with all their social security needs. Our knowledgeable and friendly staff are here to assist you with a wide range of services, including applying for social security benefits, managing your existing accounts, and providing information on retirement, disability, and Medicare. We strive to offer a welcoming and efficient environment to ensure your experience is as smooth as possible. Visit us today to receive personalized support and guidance on your social security matters.

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 Kyle J. Lepley, located in Providence, Rhode Island, United States, was founded with the mission of providing wealth management planning and personalized investment services to families. The Lepley Group aims to be a lasting resource and trusted advisor for clients, helping them navigate the complexities of today's markets to pursue their financial goals. With over four decades of investment experience, the team at Merrill Lynch works closely with clients to develop strategies to manage, preserve, and grow wealth for current and future generations. Kyle Lepley, CRPC®, CPFA®, joined Merrill Lynch Wealth Management in 2011 and brings a wealth of knowledge and experience to the team. He holds the Chartered Retirement Planning CounselorSM, CRPC® designation and focuses on providing tailored wealth management strategies based on each family's unique needs and goals. Kyle is actively involved in various organizations, including the Red Sox Foundation, La Salle Academy Alumni committee, Tiger Woods Foundation, and Newport Yacht Club.

Michael Keating - Morgan Stanley is a reputable finance institution located at 284 Bellevue Avenue in Newport, Rhode Island, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Michael Keating - Morgan Stanley is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions when it comes to their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Michael Keating - Morgan Stanley is the go-to institution for all your financial needs.

Cole 1031 Solutions is a premier finance institution located at 174 Bellevue Avenue in Newport, Rhode Island. Specializing in 1031 exchanges, they provide expert guidance and solutions for clients looking to defer capital gains taxes on the sale of investment properties. With a team of experienced professionals, Cole 1031 Solutions offers personalized service and comprehensive support throughout the exchange process. Whether you are a seasoned investor or new to the world of real estate, they are dedicated to helping you achieve your financial goals. Visit their office in the historic city of Newport to learn more about how they can help you maximize your investment potential.

Welcome to BankRI, your trusted partner in financial services located at 181 Bellevue Avenue in the heart of Newport, Rhode Island. At BankRI, we are committed to providing our community with a wide range of banking and financial solutions tailored to meet your unique needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our team of experienced professionals is here to offer personalized guidance and support every step of the way. We pride ourselves on delivering exceptional customer service and leveraging the latest technology to ensure a convenient and secure banking experience. Visit us today and discover how BankRI can help you achieve your financial goals.