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.

BSA Wealth Advisors

LUTCF^®

Beren Anderson, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the North Kingstown, Rhode Island area.

North Kingstown, RI

Telephone Advisor

Telephone: 401-285-2859

Visit Advisor Website

https://www.bsawealth.com/

View Research Report

Additional Information:

Years of Experience:
20 Years

Fee Structure


• Fee-Based

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the East Greenwich, Rhode Island area.

East Greenwich, RI

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Danny DeHoney

PathView Wealth

CFP^®, CRPC^®, CLU^®, ChFC^®

Danny DeHoney, a financial fiduciary, provides financial services to clients in the Warwick, Rhode Island area. Danny holds a CFP^®, CRPC^®, CLU^®, ChFC^® certification. Danny has over 24 years of experience.

Warwick, RI

Telephone Advisor

Telephone: 401-824-2530

Visit Advisor Website

https://www.ameripriseadvisors.com/danny.dehoney/

View Research Report

Additional Information:

Years of Experience:
24 Years

Fee Structure


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

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Education Funding and Planning
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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.

Attleboro, MA

Telephone Advisor

Telephone: 508-954-7683

Visit Advisor Website

https://www.ne-investments.com/

View Research Report

Additional Information:

Asset Requirement: $50,000

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

Edelman Financial Engines, LLC

Bob Andreola, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Norwood, Massachusetts area.

Norwood, MA

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.