Retirement Planning in Bristol County, RI

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List of Firms

Top Retirement Planners in Bristol County, RI

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Gunness Financial Services
Location 91 Main St Suite 113, Warren, RI 02885, USA
Phone (401) 270-5876
Language http://www.gunnessfinancial.com/
Directions
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Matthew Chartier
Location 965 County Rd, Barrington, RI 02806, USA
Phone (833) 373-1955
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The Karlson Group Inc.
Location 18 Maple Ave, Barrington, RI 02806, USA
Phone (401) 289-0031
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Blue Fin Capital Inc
SEC File# 801-56127
CRD# 108451
Location 91 Main St, Warren, RI 02885, USA
Phone (401) 454-0772
Language http://www.bluefincapital.com/
Directions
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Advisory Services of New England
4 out of 5
Location 105 Governor Bradford Dr, Barrington, RI 02806, USA
Phone (401) 965-9414
Language http://advisoryservicesofnewengland.com/
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John Hargraves
Location 3033 E Main Rd, Portsmouth, RI 02871, USA
Phone (401) 683-0813
Language https://fa.citizensbank.com/ri/portsmouth/john-hargraves-e201041
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Adams Point Advisors
Location 282 County Rd #2, Barrington, RI 02806, USA
Phone (401) 289-2990
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Sound Retirement Strategies
Location 6 Cherry Ln, Bristol, RI 02809, USA
Phone (401) 254-8975
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Jerome Sullivan - TD Wealth Financial Advisor
Location 231 County Rd Unit 6, Barrington, RI 02806, USA
Phone (401) 248-3517
Language https://uswealthadvisors.td.com/us/ri/providence/jerome-sullivan?utm_source=google-maps&utm_medium=yext&utm_campaign=always_on&utm_content=tdbank-store&y_source=1_MzY1ODkwMTQtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Edward Jones - Financial Advisor: Bryan H Dunphy
SEC File# 801-3297
CRD# 250
Location 66 Gooding Ave, Bristol, RI 02809, USA
Phone (401) 253-5727
Language https://www.edwardjones.com/us-en/financial-advisor/bryan-dunphy
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Oceanview Capital Inc
Location 654 Metacom Ave, Warren, RI 02885, USA
Phone (401) 289-2307
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Vachon Financial Services
Location 36 Andrews Ct, Bristol, RI 02809, USA
Phone (401) 396-9389
Language http://www.vachonfinancialgroup.com/
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Pritchard Capital
Location 74 Baker St, Warren, RI 02885, USA
Phone (401) 289-2790
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Philip White
Location 184 County Rd, Barrington, RI 02806, USA
Phone (401) 245-6735
Language https://fa.citizensbank.com/ri/barrington/philip-white-j049171
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Vachon Financial Group, LLC
Location 346 Wood St, Bristol, RI 02809, USA
Phone (401) 396-9389
Language http://vachonfinancialgroup.com/
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Morgan Keegan & Co
Location 471 Hope St, Bristol, RI 02809, USA
Phone (401) 396-9777
Directions
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The Retirement Planning Company
SEC File# 801-55956
CRD# 108705
Location 1287 Post Rd, Warwick, RI 02888, USA
Phone (401) 453-5558
Language http://www.retirementplanningco.com/
Directions
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Portsmouth Financial Center
SEC File# 801-113276
CRD# 296475
Location 35 Dyer St, Portsmouth, RI 02871, USA
Phone (401) 682-2335
Language http://wcipllc.com/
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Retirement & Benefit Partners
Location 47 Maple Ave Unit 2, Barrington, RI 02806, USA
Phone (844) 727-4015
Language https://www.rbpretire.com/
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Hall Capital Management Co
SEC File# 801-54286
CRD# 108141
Location 26 Bosworth St #4, Barrington, RI 02806, USA
Phone (401) 245-0049
Language http://www.hallcapitalmgmt.com/
Directions
Retirement Planning in Bristol County, RI

About Bristol County, RI for Those Planning to Retire

Bristol County, RI is a quaint and historic area located in the eastern part of the state. With its charming neighborhoods and picturesque landmarks, it's no wonder why this county is a popular destination for tourists and locals alike. Some of the most notable landmarks in Bristol County include the Bristol Harbor, the Blithewold Mansion, and the Colt State Park. These attractions offer visitors a glimpse into the area's rich history and natural beauty. When it comes to top employers in Bristol County, there are several notable companies that contribute to the local economy. These include the Roger Williams University, the Rhode Island Veterans Home, and the Bristol County Water Authority. These organizations provide jobs and resources for many residents in the area. Major highways and streets in Bristol County include Route 114, Route 136, and Route 103. These roads connect the county to other parts of Rhode Island and neighboring states. Additionally, the Mount Hope Bridge is a popular landmark that connects Bristol County to Aquidneck Island.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Bristol County, RI would greatly benefit from the services of a bank, as it would provide them with a range of financial solutions that would help them manage their finances more effectively. For example, with the county's close proximity to the coast, many residents may require specialized loans or insurance policies to protect their homes and businesses from the risks associated with coastal living. Additionally, given the county's rich history and vibrant cultural scene, a bank could offer residents investment opportunities in local arts and cultural organizations, helping to support the community and boost the local economy. Moreover, with many residents working in industries such as healthcare and education, a bank could provide tailored financial advice and products to help them plan for long-term financial stability, such as retirement savings accounts and investment portfolios. Overall, a bank could play an important role in supporting the diverse needs of residents in Bristol County, RI, and helping them achieve their financial goals.

Insurance Broker

Residents of Bristol County, RI can benefit from an insurance broker in numerous ways. Firstly, an insurance broker can help individuals navigate the complex world of insurance policies and find the best coverage for their unique needs. This is particularly important in Bristol County, RI, where the population is diverse and includes both urban and rural areas. Secondly, an insurance broker can help residents save money by finding discounts and negotiating better rates with insurance providers. This is especially important in Bristol County, RI, where the cost of living is higher than the national average. Finally, an insurance broker can provide peace of mind by ensuring that residents have adequate coverage in the event of an unexpected accident or illness. This is crucial in Bristol County, RI, where the population is aging and healthcare costs are rising. Overall, an insurance broker can be a valuable resource for residents of Bristol County, RI, providing them with the expertise and support they need to make informed decisions about their insurance coverage.

Wealth Management

Residents of Bristol County, RI can benefit from the services of a wealth manager in various ways. One of the most common ways is through comprehensive financial planning that takes into account the unique economic landscape of the county. With its rich maritime history and thriving tourism industry, Bristol County, RI presents a complex financial environment that requires a wealth manager with a deep understanding of the local economy. A skilled wealth manager can help residents navigate this landscape by providing personalized investment strategies that maximize returns while minimizing risk. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and retirement planning, all of which are essential for long-term financial security. By working with a wealth manager, residents of Bristol County, RI can ensure that their financial goals are aligned with their values and that they have a solid plan in place for achieving their dreams.

Financial Advisor

Residents of Bristol County, RI could benefit from the expertise of a financial advisor in a number of ways. For example, with the county's strong tourism industry, many residents may be employed in seasonal or part-time positions, making it challenging to plan for long-term financial goals. Additionally, with a significant number of retirees in the area, a financial advisor could help residents navigate the complexities of retirement planning, including managing retirement accounts, creating a sustainable income stream, and planning for potential healthcare costs. Furthermore, Bristol County is home to a diverse range of small businesses, and a financial advisor could assist entrepreneurs in developing effective financial strategies to help their businesses grow and thrive. Overall, a financial advisor can provide valuable guidance and support to residents of Bristol County, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bristol County, RI can benefit from the services of a mortgage loan officer in several ways. Firstly, the officer can assist in identifying the most suitable financing option for a home purchase, taking into account the specific characteristics of the local real estate market. The officer can also provide guidance on the different types of mortgages available, such as fixed-rate and adjustable-rate mortgages, and explain the associated costs and benefits. Additionally, the officer can help residents navigate the complex application process, including gathering the necessary documentation and meeting the eligibility requirements. Given that Bristol County, RI is known for its picturesque coastal towns and historic landmarks, the officer can provide valuable insight into the unique features of these properties and how they may affect the mortgage process. With the help of a mortgage loan officer, residents can make informed decisions about their home financing and achieve their dream of homeownership in this beautiful part of the country.

Tax Services

Residents of Bristol County, RI could greatly benefit from the services of a tax advisor. With a population of just over 50,000, Bristol County is home to a diverse range of individuals and businesses, each with their own unique tax situation. A tax advisor can help residents navigate the complex tax laws and regulations, ensuring they are in compliance and maximizing their deductions. For example, many residents in Bristol County work in the fishing industry, which has its own set of tax rules and regulations. A tax advisor can help these individuals understand the deductions available to them, such as fuel and equipment costs, and ensure they are filing their taxes correctly. Additionally, many residents in Bristol County own historic homes, which come with their own set of tax incentives and credits. A tax advisor can help these homeowners take advantage of these benefits and potentially save them thousands of dollars in taxes.

Estate Planning Lawyer

Residents of Bristol County, RI can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help residents of Bristol County, RI to create a comprehensive estate plan that will ensure their assets are distributed according to their wishes after they pass away. This is particularly important in Bristol County, RI, where the population is largely made up of retirees and elderly individuals who may have significant assets to pass on to their loved ones. Additionally, an estate planning lawyer can help residents of Bristol County, RI to minimize their tax obligations and avoid probate, which can be a time-consuming and expensive process. Finally, an estate planning lawyer can provide guidance and support to families who are dealing with the complexities of managing an estate after a loved one has passed away, helping to ensure that their wishes are carried out in accordance with the law.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Bristol County, RI can be an excellent way to ensure a secure financial future. These services can include developing a comprehensive retirement plan that takes into account all of the individual's financial goals and needs. The planner can also provide advice on investment strategies, tax planning, and Social Security benefits. One unique aspect of Bristol County, RI is its proximity to the coast, which can provide opportunities for retirees to enjoy the scenic beauty and recreational activities of the area. The planner can help clients take advantage of these opportunities by incorporating them into their retirement plans. Additionally, the planner can assist with estate planning and creating a legacy for future generations. With the burstiness and complexity of retirement planning, a retirement planner in Bristol County, RI can help clients navigate the financial complexities of retirement with ease.

Bristol County, RI is the ultimate destination for retirees seeking a reliable and knowledgeable retirement planner. With its rich history and picturesque scenery, Bristol County offers a unique blend of tranquility and sophistication. The county boasts a thriving retirement community, and its financial planners are well-versed in navigating the complex and ever-changing retirement landscape. Whether you're looking to maximize your Social Security benefits, invest in a diverse portfolio, or create a comprehensive estate plan, Bristol County's retirement planners have the expertise and experience to help you achieve your goals. From the charming seaside town of Bristol to the bustling city of Fall River, Bristol County offers a diverse range of retirement options that cater to every lifestyle and budget. With its exceptional quality of life and top-notch retirement planning services, Bristol County is undoubtedly the best place to retire in Rhode Island.