Best Financial Advisors in Bristol County, RI

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Bristol County, RI Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Paolo F Catucci
SEC File# 801-3297
CRD# 250
Location 66 Gooding Ave, Bristol, RI 02809, USA
Phone (401) 253-5727
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Edward Jones - Financial Advisor: Stephen Randolph, AAMS®
SEC File# 801-3297
CRD# 250
Location 349 Metacom Ave Unit 4, Bristol, RI 02809, USA
Phone (401) 253-2614
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
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Landmark Growth Capital
Location 328 Market St, Warren, RI 02885, USA
Phone (401) 245-1200
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Jason M Platt - Financial Advisor, Ameriprise Financial Services, LLC
Location 40 Sockanosset Cross Rd, Cranston, RI 02920, USA
Phone (401) 495-3999
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Edward Jones - Financial Advisor: John E Leary
SEC File# 801-3297
CRD# 250
Location 232C Waseca Ave, Barrington, RI 02806, USA
Phone (401) 245-8381
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Edward Jones - Financial Advisor: William Francis
Location 1275 Wampanoag Trail Ste 12, Riverside, RI 02915, USA
Phone (401) 694-1237
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K Eric Crook - Financial Advisor, Ameriprise Financial Services, LLC
Location 1000 Chapel View Blvd Ste 250, Cranston, RI 02920, USA
Phone (401) 383-8391
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Jamiel Financial Advisors
Location 239 Water St, Warren, RI 02885, USA
Phone (401) 245-5744
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Edward Jones - Financial Advisor: Roy C Evans
Location 2172 Broad St Suite A, Cranston, RI 02905, USA
Phone (401) 461-2831
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Goldenroad Wealth Management LLC
Location 338 Metacom Ave, Bristol, RI 02809, USA
Phone (401) 253-0500
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Nakowicz Financial Services
5 out of 5
Location 1464 Warwick Ave, Warwick, RI 02888, USA
Phone (401) 780-9530
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Edward Jones - Financial Advisor: Bryan H Dunphy
Location 66 Gooding Ave, Bristol, RI 02809, USA
Phone (401) 253-5727
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The Wall Group
5 out of 5
Location 1481 Wampanoag Trail, East Providence, RI 02915, USA
Phone (401) 228-8390
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Financial Advisors in Bristol County, RI

Where Certified Financial Advisors in Bristol County, RI Serve

Bristol County, RI is a charming and historic region located in the eastern part of the state. This county boasts of numerous landmarks, including the famous Colt State Park, the Bristol Harbor Lighthouse, and the Herreshoff Marine Museum. The top employers in the area include the Roger Williams University, the US Navy, and the Bristol-Myers Squibb Company. Major highways and streets in Bristol County include the I-195, the US-6, and the RI-136, all of which provide easy access to neighboring towns and cities. The county is also home to several beautiful neighborhoods, such as the historic downtown area, the scenic waterfront district, and the affluent neighborhoods of Barrington and Warren. With its rich history, stunning natural beauty, and thriving economy, Bristol County is truly a gem of the Ocean State.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Bristol County, RI can benefit greatly from the guidance of a financial advisor. With a median household income of $68,000, many families in Bristol County are looking for ways to make the most of their money. A financial advisor can help them create a budget, plan for retirement, and invest wisely. Additionally, with the county's proximity to the coast, many residents may have unique financial considerations related to owning a boat or vacation property. A financial advisor can provide personalized advice to help them navigate these complex financial situations. Overall, a financial advisor can help residents of Bristol County achieve their financial goals and secure their financial future.

Insurance Broker

Residents of Bristol County, RI can benefit greatly from the services of an insurance broker. With a broker's help, individuals can navigate the complex world of insurance and find policies that are tailored to their specific needs. This is especially important in Bristol County, which has a diverse population with unique insurance requirements. For example, residents living near the coast may need specialized coverage for flood or hurricane damage, while those in more rural areas may require coverage for farm equipment or livestock. An insurance broker can help residents of Bristol County understand their options and find policies that provide the protection they need. By working with a broker, individuals can also save time and money by comparing policies and finding the best rates available.

Retirement Planning

Residents of Bristol County, RI can benefit greatly from the services of a retirement planner. With a population of just over 49,000 people, Bristol County is home to a large number of retirees who are looking to make the most of their golden years. A retirement planner can help residents of Bristol County to create a personalized plan that takes into account their unique financial situation, lifestyle, and goals. This can include strategies for managing investments, maximizing Social Security benefits, and creating a sustainable income stream that will last throughout retirement. With the help of a retirement planner, residents of Bristol County can feel confident that they are on track to achieve their retirement dreams.

Wealth Management

Residents of Bristol County, RI could benefit greatly from the services of a wealth manager. With its location on the coast and its rich history, Bristol County is a unique place to live and work. A wealth manager can help residents navigate the financial complexities of the area, such as managing investments related to local industries like fishing and tourism. Additionally, a wealth manager can provide guidance on estate planning and tax strategies, which is especially important in a state like Rhode Island with high estate taxes. Overall, a wealth manager can help residents of Bristol County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bristol County, RI can greatly benefit from the expertise of a mortgage loan officer. Specifically, the loan officer can assist residents in navigating the local housing market, which is known for its high property values and limited inventory. With the help of a loan officer, residents can explore a variety of mortgage options and find the best fit for their financial situation. Additionally, a loan officer can provide guidance on the home buying process, including pre-approval, closing costs, and negotiating with sellers. In a competitive market like Bristol County, RI, having a knowledgeable and experienced loan officer can make all the difference in securing a dream home.

Tax Services

Residents of Bristol County, RI can greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by providing guidance on how to maximize deductions and credits to lower tax liabilities. This is especially important in Bristol County, where many residents work in industries such as manufacturing and healthcare, which often involve complex tax situations. A tax advisor can also provide advice on retirement planning, estate planning, and investment strategies, which can help residents achieve their financial goals and minimize tax burdens. With the help of a knowledgeable tax advisor, residents of Bristol County can navigate the complexities of the tax code and make informed decisions about their financial future.

Estate Planning Lawyer

Residents of Bristol County, RI would greatly benefit from the expertise of an estate planning lawyer. With a population of over 50,000, many individuals in Bristol County may have complex family dynamics or unique assets that require specialized planning. An estate planning lawyer can assist with drafting wills, trusts, and powers of attorney to ensure that their clients' wishes are carried out and their assets are protected. Additionally, residents of Bristol County may need guidance on how to minimize estate taxes, plan for long-term care, or navigate the probate process. An experienced estate planning lawyer can provide personalized advice and solutions tailored to the specific needs of their clients in Bristol County, RI.

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