Financial Advisory Services in Middletown, Rhode İsland - ViewLocate

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Rodriguez Wealth Management photos

Rodriguez Wealth Management, Middletown

Middletown / Rhode İsland / United States

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Your team consists of the professionals within our office, your accountant, your attorney, and YOU! Our goal is to help you create financial independence through powerful independent advice. We pride ourselves in providing our clients with individualized and objective advice. Because of this, we are aligned with LPL Financial, the largest independent broker dealer in the country, as reported by Financial Planning Magazine June 1996 - 2017, based on total revenue. We work diligently to align your financial decisions with your personal values and goals.

BankNewport photos

BankNewport, Middletown

Middletown / Rhode İsland / United States

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Founded in 1819, BankNewport offers a range of financial products and services to businesses and individuals in Rhode Island. It provides a variety of checking and savings accounts. The bank offers commercial real estate loans for purchasing, constructing, renovating, or refinancing owner-occupied businesses and investment real estate properties. BankNewport also provides fixed- and adjustable-rate mortgage options. It offers equipment, business acquisition and commercial loans. The bank provides business credit cards and online cash management services. BankNewport maintains a network of various branches and ATMs. The bank is a member of the Federal Deposit Insurance Corporation and an Equal Housing Lender.

Edward Jones - Financial Advisor: Steve Senteio, CFP® photos

Edward Jones - Financial Advisor: Steve Senteio, CFP®, Middletown

Middletown / Rhode İsland / United States

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Financial Advisory Services

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Carey Richmond & Viking photos

Carey Richmond & Viking, Middletown

Middletown / Rhode İsland / United States

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We offer a complete portfolio of commercial and personal insurance programs and as an independent agency, we serve your best interests with a choice of companies, products and prices.

H&R Block photos

H&R Block, Middletown

Middletown / Rhode İsland / United States

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Need help filing taxes, including your federal tax return and state tax return? Your local Middletown H&R Block office is here year-round to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!

TW Financial Group - Ameriprise Financial Services, Inc. photos

TW Financial Group - Ameriprise Financial Services, Inc., Middletown

Middletown / Rhode İsland / United States

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Liberty Tax Service photos

Liberty Tax Service, Middletown

Middletown / Rhode İsland / United States

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Liberty Tax is a full service income tax preparation company. Visit your local Middletown RI Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Classic Insurance photos

Classic Insurance, Middletown

Middletown / Rhode İsland / United States

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Classic Insurance is a family-owned insurance agency. It serves the town of Middletown and its surrounding communities, and provides insurance to individual and business clients.

Flynn Financial Group Inc. photos

Flynn Financial Group Inc., Middletown

Middletown / Rhode İsland / United States

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Tax preparation for individuals businesses estates and trusts Accounting and Bookkeeping including QuickBooks Training Setup and Online monitoring Dealing with the IRS and State Tax Authorities for all your problems New Business Startup or Selling your business expert knowledge base

Bank of America photos

Bank of America, Middletown

Middletown / Rhode İsland / United States

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Welcome to Bank of America in Middletown, RI, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

Oceanpoint Insurance photos

Oceanpoint Insurance, Middletown

Middletown / Rhode İsland / United States

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OceanPoint Insurance Agency, in business for more than 100 years, is one of the fastest growing independent insurance agencies in the region. It provides to clients in southeastern New England a broad range of commercial and personal insurance services that include property and casualty, life, health, disability and long-term care. The agency, along with its financial partners BankNewport, Smith Mack & Associates, Meredith & Clarke and Narragansett Underwriting Group, can reach clients with offices located in Middletown, Jamestown, Warwick, Bristol and Barrington, R.I.

Corrigan Financial, Inc photos

Corrigan Financial, Inc, Middletown

Middletown / Rhode İsland / United States

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Corrigan Financial is a wealth management firm. We provide comprehensive financial planning, tax preparation and investment advisory services. Founded in 1989, we now manage over $530 million in investments for our clients. Our firm is owned 100% by its employees. Initially, our clients engage us to resolve significant financial issues. Such concerns may relate to retirement, college funding, income taxes or estate planning. Often, their circumstances are driven by frustrations surrounding their current investment portfolios. Overall, our clients concerns are multi-faceted and include both personal and financial goals. These goals need to be sorted out and prioritized.

Aquidneck Island Insurance photos

Aquidneck Island Insurance, Middletown

Middletown / Rhode İsland / United States

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Aquidneck Island Insurance is a full service insurance agency with years of qualified experience and exceptional rates. We provide complete customer service and many options which will give you the best chance at the lowest rates available. We offer auto, home and commercial insurance. Though we are in the office Monday - Friday, we can meet with you any time at your convenience. Please call us today and let us help you lower your premiums. Since 1977, our full-service insurance agency in Middletown, Rhode Island, has offered area residents with the coverage they need at competitive rates. Known for exceptional customer service and its many coverage options, Aquidneck Island Insurance is ready to work with you so you receive the best protection for less.

H&R Block photos

H&R Block, Middletown

Middletown / Rhode İsland / United States

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Need help filing taxes, including your federal tax return and state tax return? Your local Middletown H&R Block office is here year-round to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!

Check `n Go photos

Check `n Go, Middletown

Middletown / Rhode İsland / United States

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Check `n Go offers simple money solutions when you need them most. With nearly 1,000 locations across the country, were here to help Middletown residents cover their real-life financial needs. We offer payday loans, check cashing and more, along with friendly and knowledgeable customer service. Need funds fast? Visit our store at 1378 West Main Road, Middletown, RI 02842, apply online, or call us at 1-800-561-CASH today.

Citizens Bank Supermarket Branch photos

Citizens Bank Supermarket Branch, Middletown

Middletown / Rhode İsland / United States

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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.

Rodriguez Wealth Management photos

Rodriguez Wealth Management, Middletown

Middletown / Rhode İsland / United States

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Island Tax Associates photos

Island Tax Associates, Middletown

Middletown / Rhode İsland / United States

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John Kashmanian, CFP® - Oceanstate Financial photos

John Kashmanian, CFP® - Oceanstate Financial, Middletown

Middletown / Rhode İsland / United States

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Finn & Meehan Wealth Management, LLC photos

Finn & Meehan Wealth Management, LLC, Middletown

Middletown / Rhode İsland / United States

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Life is change, but financial planning thrives on preparation. Uniting decades of individual experience, John Finn and Sharon Meehan combined their expertise to deliver a truly personal investing experience. In founding Finn & Meehan Wealth Management, they sought to provide answers to clients’ most pressing questions: Do I have enough? Will it last? Can I sustain and enhance my quality of life? As your advocate, we are driven to create strategies that take the guesswork out of your financial life and seek to strengthen your future.

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