Financial Planners Certified in Middletown, Rhode İsland

Middletown / Rhode İsland / United States

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This Middletown branch of Santander Bank is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. Member FDIC. Equal Housing Lender.

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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.

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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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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

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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.

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Citizens Bank, 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.

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Santander Bank ATM, Middletown

Middletown / Rhode İsland / United States

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In Middletown, Santander Bank is here to help serve your financial needs. With more than 650 branches and more than 2,000 Santander ATMs across the Northeast, including many CVS/pharmacy® locations. With checking accounts, money market savings accounts, auto loans, personal loans, online banking, mortgages, and business banking – as well as a full suite of other banking products and services – Santander Bank’s network of 9,800 colleagues is here to help you and your business. Member FDIC. Equal Housing Lender.

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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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