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Top Rated Financial Advisors in Middletown, Rhode Island

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Middletown, Rhode Island is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Middletown, Rhode Island with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Middletown, Rhode Island near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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John Finn

Finn and Meehan Wealth Management
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
John Finn, a financial fiduciary, provides financial services to clients in the Middletown, Rhode Island area. John holds a Chartered Financial Consultant (ChFC®), CLU®, ChFC® certification. John has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Advice & Consulting
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Danny DeHoney

Amerprise Advisors
Danny DeHoney, a financial fiduciary, provides financial services to clients in the Cranston, Rhode Island area. Danny has over years of experience.

Additional Information:

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Northeast Investment Services

Northeast Investment Services, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Attleboro, Massachusetts area.

Additional Information:

    Asset Requirement: $50,000

    Name(s) of Custodian(s):
    LPL Financial

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Georgia Bruggeman

Meridian Financial Advisors, LLC
CFP®
Georgia Bruggeman, a financial fiduciary, provides financial services to clients in the Holliston, Massachusetts area. Georgia holds a CFP® certification. Georgia has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Hourly
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade

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Allworth Financial

Allworth Financial
Allworth Financial, a financial fiduciary, provides financial services to clients in the Waltham, Massachusetts area. Allworth has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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