Best Financial Advisors in Washington County, RI

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List of Firms

Washington County, RI Fiduciary Financial Advisors

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Lally Wealth Management
Location 70 Romano Vineyard Way Suite 152, North Kingstown, RI 02852, USA
Phone (401) 398-7171
Language http://www.lallywealthmanagement.com/
Directions
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Edward Jones - Financial Advisor: Matthew T Gough, AAMS™
Location 35 S County Commons Way Unit D7, Wakefield, RI 02879, USA
Phone (401) 783-0869
Language https://www.edwardjones.com/us-en/financial-advisor/matthew-gough?y_source=1_ODk3MzQ0NS03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Edward Jones - Financial Advisor: Ronda L Warrener, CFP®|CRPC®
Location 650 Ten Rod Rd Suite G02h, North Kingstown, RI 02852, USA
Phone (401) 782-1222
Language https://www.edwardjones.com/us-en/financial-advisor/ronda-warrener
Directions
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Carney Peterson Wealth Management Group
Location 36 S County Commons Way unit c-2, South Kingstown, RI 02879, USA
Phone (401) 788-3151
Language https://advisor.janney.com/carneypetersonwealthmanagementgroup/?utm_source=google_knowledge_panel&utm_medium=organic&utm_campaign=SEO
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Creative Resources Investment Advisors, LLC.
Location 85 Toll Gate Rd, Warwick, RI 02886, USA
Phone (401) 738-0070
Language http://www.criadvisors.com/
Directions
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Voya Financial
SEC File# 801-46585
CRD# 2882
3 out of 5
Location 100 Centerville Rd STE 3, Warwick, RI 02886, USA
Phone (401) 738-2221
Language http://corporate.voya.com/
Directions
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AXA Advisors
5 out of 5
Location 63 Cedar Ave Suite 11, East Greenwich, RI 02818, USA
Phone (401) 884-7292
Language http://www.paradiswealth.com/
Directions
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Rizzo Financial Services
Location 140 Point Judith Rd #34, Narragansett, RI 02882, USA
Phone (401) 789-8833
Directions
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Edward Jones - Financial Advisor: Shawn P Juenger
Location 4649 Old Post Rd Suite C, Charlestown, RI 02813, USA
Phone (401) 364-6038
Language https://www.edwardjones.com/us-en/financial-advisor/shawn-juenger?y_source=1_MTc4NDg1OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
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Wayne Ricci - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 36 S County Commons Way #c8, South Kingstown, RI 02879, USA
Phone (401) 681-4615
Language https://www.ameripriseadvisors.com/wayne.a.ricci/?cid=IP_local_google
Directions
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Matthew Ricci - Financial Advisor, Ameriprise Financial Services, LLC
Location 36 S County Commons Way #c8, South Kingstown, RI 02879, USA
Phone (401) 681-4615
Language https://www.ameripriseadvisors.com/Matthew.Ricci/?cid=IP_local_google
Directions
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Boston Harbor Wealth Advisors
Location 31 Crestview Dr Unit 5, Westerly, RI 02891, USA
Phone (401) 642-4333
Language https://www.raymondjames.com/neilanthes
Directions
Financial Advisors in Washington County, RI

Where Certified Financial Advisors in Washington County, RI Serve

Washington County, RI is a charming and historic area that boasts a plethora of landmarks and top employers. From the stunning beaches of Narragansett to the quaint villages of Wickford and Charlestown, there is something for everyone in this vibrant community. One of the most iconic landmarks in Washington County is the Point Judith Lighthouse, which has been guiding ships into the harbor for over a century. Other notable landmarks include the South County Museum, the Gilbert Stuart Birthplace and Museum, and the historic Narragansett Towers. As for top employers, Washington County is home to a diverse range of businesses, including the University of Rhode Island, Electric Boat Corporation, and the Westerly Hospital. The area also boasts a thriving tourism industry, with many hotels, restaurants, and attractions that draw visitors from around the world. Major highways and streets in Washington County include Interstate 95, Route 1, and Route 138, which provide easy access to neighboring cities and towns.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Washington County, RI could benefit from the expertise of a financial advisor in a multitude of ways. One specific challenge facing many residents in this area is the high cost of living, particularly in terms of housing. A financial advisor could help individuals navigate the real estate market, providing guidance on purchasing or renting a home within their budget. Additionally, many residents in this area work in industries such as tourism or fishing, which can be seasonal and unpredictable. A financial advisor could assist in developing a savings plan to help individuals manage their finances during slower months and prepare for unexpected expenses. Overall, a financial advisor could provide valuable support and guidance to help residents of Washington County, RI achieve their financial goals and navigate the unique challenges of living in this area.

Insurance Broker

Residents of Washington County, RI can benefit greatly from the services of an insurance broker. With the county's close proximity to the coast and high risk of flooding, an insurance broker can help residents find the right flood insurance coverage to protect their homes and belongings. Additionally, an insurance broker can assist residents in navigating the complex healthcare system and finding the best health insurance plan for their needs. With the county's aging population, long-term care insurance is also an important consideration, and an insurance broker can provide guidance on selecting the right policy. Overall, an insurance broker can help residents of Washington County, RI find peace of mind and protection for themselves and their families.

Retirement Planning

Residents of Washington County, RI can benefit greatly from the guidance and expertise of a retirement planner. With the county's aging population, a retirement planner can help individuals navigate the complex world of retirement planning, including Social Security benefits, pension plans, and investment strategies. Additionally, a retirement planner can provide tailored advice based on the unique needs and circumstances of Washington County residents, such as the high cost of living and limited job opportunities in certain areas. By working with a retirement planner, residents can ensure they are making informed decisions and taking the necessary steps to achieve their retirement goals.

Wealth Management

Residents of Washington County, RI could benefit from a wealth manager in a variety of ways. One specific way is by helping them navigate the unique challenges of living in a coastal community. With a significant portion of the county's population residing near the shore, wealth managers can assist in developing strategies to protect assets and plan for potential risks such as flooding or hurricane damage. Additionally, wealth managers can provide guidance on investing in local industries such as fishing and tourism, which are vital to the county's economy. By working with a wealth manager, residents of Washington County can ensure their financial goals align with the unique needs of their community.

Mortgage Loan Officer

Residents of Washington County, RI can benefit from the services of a mortgage loan officer in several ways. For instance, the loan officer can help residents secure financing for their dream homes in this beautiful coastal county. They can also assist residents in refinancing their existing homes to take advantage of lower interest rates. In addition, mortgage loan officers can provide valuable advice on the best mortgage products available in the market and help residents choose the right one that suits their needs and budget. With the help of a mortgage loan officer, residents of Washington County, RI can navigate the complex process of obtaining a mortgage with ease, and ultimately achieve their homeownership goals in this charming and picturesque part of New England.

Tax Services

Residents of Washington County, RI can benefit greatly from the services of a tax advisor. A tax advisor can help residents navigate the complex tax laws and regulations that apply to their specific situation. For example, many residents of Washington County own property near the coast, which can have unique tax implications. A tax advisor can help these residents understand the tax implications of owning coastal property, including deductions for property taxes and insurance. Additionally, a tax advisor can help residents maximize their deductions and credits, potentially saving them hundreds or even thousands of dollars on their tax bill. Overall, a tax advisor can provide valuable guidance and support to residents of Washington County, helping them make informed financial decisions and achieve their financial goals.

Estate Planning Lawyer

Residents of Washington County, RI can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals plan for the distribution of their assets after they pass away. Specifically in Washington County, RI, an estate planning lawyer can assist with the unique challenges of owning property in a coastal community. For example, they can help ensure that beachfront properties are properly transferred to heirs and that any zoning or environmental regulations are taken into account. Additionally, estate planning lawyers can help residents of Washington County, RI navigate the state's probate process, which can be complex and time-consuming. By working with an estate planning lawyer, residents can gain peace of mind knowing that their assets will be distributed according to their wishes and that their loved ones will be taken care of after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Washington County, RI

A financial advisor in Washington County, RI, can offer a range of financial advising services to clients. These services include investment planning, retirement planning, estate planning, tax planning, and risk management. In Washington County, RI, financial advisors can also provide specialized advice on the local real estate market, which can be particularly complex due to the area's unique geography and economy. Additionally, financial advisors in Washington County, RI, can assist clients in navigating state-specific tax laws and regulations, which can be confusing and overwhelming for many individuals. With their expertise and knowledge of the local financial landscape, financial advisors in Washington County, RI, can help clients achieve their financial goals and secure their financial futures.

Washington County, RI is the ideal location to get financial advising due to its robust financial industry and plethora of experienced financial advisors. With a thriving economy and a high concentration of successful businesses, the county offers a diverse range of financial services that cater to the needs of individuals and businesses alike. Whether it's investment planning, retirement planning, or tax planning, Washington County has a wealth of financial advisors who possess the expertise and knowledge to help clients achieve their financial goals. Additionally, the county's proximity to major financial centers like Boston and New York City provides access to a vast network of financial resources and opportunities. Overall, Washington County's strong financial infrastructure and talented pool of financial advisors make it the perfect destination for anyone seeking top-notch financial advice and guidance.