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26 Financial Planners near Newport, Rhode Island
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Joseph A. Medeiros

CFP®, CLU, ChFC, AIF

President 17.86 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Medeiros Financial Services, Inc

2348 Post Rd, OFC
Warwick, RI 02886-2258
(401) 921-0620

Richard J. Petrucci, Jr.

J.D., CPA, CFP®

Counsel 21 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Business Taxes, Estate...More

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Orson & Brusini Ltd.

Orson & Brusini Ltd., 211 Quaker Lane, Suite 201
West Warwick, RI 02893
(401) 223-2100

Clifford J. Deck

CPA-Retired ,CFP®

19.6 Miles

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

9320178594

107 Channel Vw, Unit 2
Warwick, RI 02889-6556
(401) 529-8514

Oliver R. Tutt

CFP®

Managing Partner 23.8 Miles

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Randall Financial Group LLC

1005 Douglas Pike
Smithfield, RI 02917-1206
(401) 228-0100

Jason E. Archambault

CFP®, CPA/PFS

Chief Executive Officer 24.17 Miles

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden Street, Suite 200
Providence, RI 02908
(401) 331-1575

Karen J. Bacon

MBA, CFP®

19 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Diversified Resources, LLC

70 Jefferson Blvd
Warwick, RI 02888
(800) 968-9753
+1 More Number
(401) 941-1500

Mark A. Lavallee

CFP®

Vice President 17.42 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Financial Independence

931 Jefferson Blvd, Ste 2005
Warwick, RI 02886
(401) 681-4825

Peter J. Alofsin

CFP®

Partner 15.36 Miles

Specialties: Comprehensive Financial Planning, Attending College, Business Taxes, Investment Management...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Capital Wealth Management, Inc.

1300 Division Rd, Ste 203
West Warwick, RI 02893
(401) 885-1060 x108

Jonathan Ullman

CFP®, CLU, EA

10.62 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

TrueFocus Financial Partners, 650 Ten Rod Road
North Kingstown, 02852
(617) 830-1149

Paul J. Di Palma

CFP®, MS, ChFC, CLU

Managing Partner 19.92 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

PathView Wealth/Ameriprise Financial Services, Inc

301 Metro Ctr. Blvd., Suite 201
Warwick, RI 02886
(401) 383-4295

Susan A. Dewsnap

CFP®

Vice President, Relationship Manager 23.8 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities,...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Rockland Trust

10 Memorial Blvd, Suite 904
Providence, RI 02903
(508) 732-3331

Joseph H. McGinn, Jr.

CFP®

23.62 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Career...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Brown, Lisle/Cummings, Inc.

One Turks Head Plaza, Ste 800
Providence, RI 02903
(401) 421-8900

Jennifer L. Hushion

CFP®

President 20.05 Miles

Specialties: Life Planning

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

JL Hushion Financial Planning

55 Bluff Ave
Cranston, RI 02905-5105
(401) 219-6877

Christopher Hodgson

CFP®, MSFS, CFBS

20.7 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Coastal Financial

62 State Road
Dartmouth, MA 02747
(508) 990-1583
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Elizabeth M. Garvey

CFP®, CDFA®

Vice President, Director of Financial Planning 22.45 Miles

Specialties:

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Barry Investment Advisors

128 Union Street, Suite 507
New Bedford, MA 02740
(888) 992-8601
+1 More Number
(888) 992-8601

Jake Northrup

CFP®, CFA, CSLP®

Founder and Financial Planner 12.04 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Experience Your Wealth, LLC

35 Brookwood Road
Bristol, RI 02809-2089
(401) 227-7881
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Jason Siperstein

CFP®, CFA

President 15.5 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Eliot Rose Wealth Management

PO Box 810
E Greenwich, RI 02818-0810
(401) 588-5101
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Michael A. Langlois

MBA, RFP, CFP®

President 18.97 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable ...More

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Strategic Financial Group

55 Bald Hill Rd
Cranston, RI 02920
(401) 463-3150

Monisha Potter

CFP®

17.07 Miles

Specialties:

Commission and Fee Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Financial Planning Alternatives

519 American Legion Hwy, Unit 3
Westport, MA 02790
(508) 636-6521

Mackenzie Richards

CFP®

Financial Planner 24.11 Miles

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
(401) 331-1575
CONNECT WITH Mackenzie
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Gregory M. Young

CFP®,EA,MQFP®,ChFC®

Principal 10.62 Miles

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Ahead Full Wealth Management

The Mill At Lafayette, 650 Ten Rod Rd
North Kingstown, RI 02852-4237
(401) 584-0313
CONNECT WITH Gregory
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John Kashmanian

CFP®

17.64 Miles

Specialties:

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Oceanstate Financial

301 Metro Center Blvd, Suite 205
Warwick, RI 02886
(401) 943-0461

Chancellor Harkins

CFP®, CSRIC®, CPFA®

Fee-Only Financial Planner 23.55 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Harkins Wealth Management

206 Gano St
Providence, RI 02906-3835
(401) 278-4049
CONNECT WITH Chancellor
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Joseph Brown

CFP®, MQFP®

Founder 18.52 Miles

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change,...More

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

Always Ready Financial Planning

222 JEFFERSON BLVD.
Warwick, RI 02888
(401) 646-9498
CONNECT WITH Joseph
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Nicole Tsafos

CFP®

10.2 Miles

Specialties: Comprehensive Financial Planning

Fee Only Financial Advisor serving Newport, Rhode Island and the surrounding communities.

F.L. Putnam Investment Management Company

370 Glen Hill Dr
Saunderstown, RI 02874-1922
(508) 296-4871
CONNECT WITH Nicole
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Andrew Cayer

CFP®

24.11 Miles

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Financial Advisor serving Newport, Rhode Island and the surrounding communities.

SK Wealth Management, LLC

50 Holden St.
Providence, RI 02908
(401) 331-1575
CONNECT WITH Andrew
  • linkedin link