Financial Advisory Services in Wakefield, Rhode İsland

Golden Gormly and Company is a certified public accounting firm. It offers an array of services for individuals and businesses, including tax consulting, preparing and filing business returns, corporate and LLC quarterly returns, and nonprofit organization returns, and e-filing amended and extended returns. Please call or stop by for more information.

Ford Insurance Agency offers insurance options including auto, life, commercial and home insurance. It finds its clients the best plan to fit their needs and plan for unexpected, minimizing liabilities. Call Ford Insurance Agency or check it out online for more information.

This Rhode Island-based Credit Union has six branches; the one in South Kingstown is conveniently located at the Wakefield Mall. The lobby ATM is open 24 hours.

Babcock & Helliwell, Inc. is an insurance agency in Wakefield.

Assisting personal and commercial clients, it specializes in a wide variety of insurance products including commercial policies, umbrellas, homeowners, auto, flood and coastal property.

Group benefit plans are also offered by the company.

Founded in 1800, Washington Trust is the  oldest community bank in the nation. A full array of services are offered, including asset management, loans and investment planning. The South Kingstown location in Clocktower Plaza offers a drive thru and a 24-hour ATM.

Wealth Management Solutions is a specialized financial service based in Wakefield. Services offered include financial planning and management consulting. Call to inquire about additional services, costs, payments and to schedule an appointment.