Tailored financial advice in Middletown, RI
12 results found
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Lincoln Financial Securities | James Crosson
● OpenLincoln 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 -
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 -
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 -
Meehan Sharon K
● OpenMeehan 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 -
Prudential | Tony Kutsaftis | Life Insurance & Annuities
● OpenPrudential | 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 -
Thow Associate
● OpenThow 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 -
BankNewport
● OpenWelcome to BankNewport, your trusted partner in financial services located at 528 West Main Road, Middletown, Rhode Island. As a leading provider in banking, finance, and ATM services, we are dedicated to helping you manage your finances efficiently and securely. At BankNewport, we prioritize your financial safety. Protect yourself against check fraud by reducing the number of physical checks you write. Embrace the convenience and security of digital payments, and stay informed with transaction alerts to monitor your account activity.
528 West Main Road, Middletown, Rhode Island 02842, United States -
Berkshire Bank
● OpenWelcome to Berkshire Bank, your trusted financial partner in Middletown, Rhode Island. Conveniently located at 165 East Main Road, our branch is dedicated to providing exceptional banking services tailored to meet your needs. Whether you're looking to manage your personal finances, seek advice on investments, or access our state-of-the-art ATM services, our team of experienced professionals is here to assist you every step of the way. At Berkshire Bank, we pride ourselves on our commitment to customer satisfaction, offering a comprehensive range of financial solutions designed to help you achieve your financial goals. Visit us today and experience the difference of a community-focused bank that truly cares.
165 East Main Road, Middletown, Rhode Island 02842, United States -
BankRI
● OpenWelcome to BankRI, your trusted partner in banking and financial services, conveniently located at 132 East Main Road, Middletown, Rhode Island. At BankRI, we are committed to providing our community with personalized financial solutions and exceptional customer service. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced team is here to help you every step of the way. We offer a comprehensive range of services including personal banking, business banking, mortgages, and investment options tailored to meet your unique needs. Visit us today and experience the difference of banking with a local institution that truly cares about your financial well-being. BankRI – where your financial future is our priority.
132 East Main Road, Middletown, Rhode Island 02842, United States -
Benjamin F. Edwards
● OpenWelcome 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 -
BankNewport Corporate Headquarters - ATM ONLY
● OpenWelcome to BankNewport Corporate Headquarters - ATM ONLY, conveniently located at 184 John Clarke Road, Middletown, Rhode Island 02842. As a dedicated finance hub, we offer an ATM-only facility to meet your immediate financial needs with ease and efficiency. At BankNewport, we prioritize your financial security and convenience. Protect yourself against check fraud by reducing the number of physical checks you write. Instead, embrace digital payments and activate transaction alerts for enhanced security.
184 John Clarke Road, Middletown, Rhode Island 02842, United States
- Financial consulting
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- Tax advisor
- Tax consultant
- Life insurance companies
- Tax preparation services
- Notary
List of local businesses, places and services in Rhode Island
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