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Find Retirement Planners for Retirement Planning in Rhode Island

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Rhode Island, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Rhode Island

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Ronald Newton

Edelman Financial Engines, LLC

1000 Bald Hill Road
Suite 5

Warwick, RI 02886

401-262-4986

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John Finn

Finn and Meehan Wealth Management

850 Aquidneck Ave
Ste A4

Middletown, RI 02842

401-848-4579

List of Additional Retirement Planners in Rhode Island*

* Additional advisor listing is provided in partnership with Yext

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Wealth Care Investment Partners

690 Douglas Pike

Smithfield, RI 02917
401-735-4500

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Brendan M. McIsaac - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5915

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Daniel Gamm - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 2

Cumberland, RI 02864
401-681-4999

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Lynn Urban Group - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6724

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Independence Financial Partners

935 Jefferson Boulevard
Suite 2000

Warwick, RI 02886
401-732-4800

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First Command Financial Advisor - Bill Nolan

221 Third Street
Suite 300

Newport, RI 02840
401-846-9842

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Paul Di Palma - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-946-9905

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Gabriel Defeo

800 Newport Ave

Pawtucket, RI 02861
401-723-4871

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Blackerby, Seitz & Associates - Ameriprise Financial Services, LLC

730 Kingstown Rd
Ste B-3

Wakefield, RI 02879
401-789-1120

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Keith Burden

10 Woodruff Ave

Narragansett, RI 02882
401-788-0776

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Patrick M Sweeney - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3501

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First Command Financial Advisor - Alex Abatecola

221 Third Street
Suite 300

Newport, RI 02840
401-846-9842

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Ryan Pinto

1880 Mineral Spring Ave

North Providence, RI 02904
401-331-8176

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Nancy Micheletti

10 W Shore Rd

Warwick, RI 02889
401-784-3592

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Matthew Fuchs

1030 Park Ave

Cranston, RI 02910
401-275-6492

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Stephen R Bucknam - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4616

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Nissly Lawlor Group, Inc 

4160 Old Post Road
Suite 202

Charlestown, RI 02813
203-790-9101

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Kathleen Vescera

2000 Mendon Rd

Cumberland, RI 02864
401-727-4912

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John Riester

5 Garden City Drive

Cranston, RI 02920
401-824-0891

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Philip White

184 County Road

Barrington, RI 02806
401-245-6735

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The Charter Group - Morgan Stanley

One Financial Plaza
19th FL

Providence, RI 02903
401-863-8430

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Joshua Davis

521 Main St

Warren, RI 02885
401-354-8505

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George Buchholz - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2536

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Brett Hosney

120 Atwood Ave

Cranston, RI 02920
401-282-3523

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Rodriguez Wealth Management

294 Valley Road

Middletown, RI 02842
401-848-4579

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Financial Independence LLC

931 Jefferson Boulevard
Suite 2005

Warwick, RI 02886
401-681-4825

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Lepine Financial Advisors

2140 Mendon Road
Suite 202

Cumberland, RI 02864
401-475-3508

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Harold A Seidler - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3526

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Louis P Goldman - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5925

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Roger Lapierre - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2528

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Timothy McGraw - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4622

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David Locke - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8404

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The Steinbrenner Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3524

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Ryan D LePage - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8480

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Stephen Wilson

51 Main St

Wakefield, RI 02879
401-789-3154

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John C Ayers - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5935

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The Roberts Mouligné Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3504

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Moffitt & Associates, LLC

1260 Main St.

Coventry, RI 02816
401-828-0097

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New York Life Insurance Company: Kara Tavernier

1301 Atwood Ave
Suite 306N

Johnston, RI 02919
401-301-7240

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Brian Argiro

1495 Hartford Avenue

Johnston, RI 02919
401-274-7408

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Christopher Falzone

821 Main Street

East Greenwich, RI 02818
401-824-0860

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Lynn Munoz - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 3

Cumberland, RI 02864
401-334-0570

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Pegasus Financial Group LLC

728 Valley Street
Lower Level

Providence, RI 02908
401-943-5550

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Oak Leaf Wealth Management

598 Great Road

North Smithfield, RI 02896
401-765-1711

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Corner Office Financial LLC

931 Jefferson Boulevard
Suite 2008

Warwick, RI 02886
401-949-0222

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Cornerstone Investment Services, LLC

245 Waterman St
Ste 301

Providence, RI 02906
401-453-5550

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David L Gioffreda - Ameriprise Financial Services, LLC

117 Metro Center Blvd
Ste 2004

Warwick, RI 02886
401-681-4611

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Steven Hagopian - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-383-4003

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Daniel F. Lima - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8440

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John F Poulton - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2558

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Sandra L Peters - Ameriprise Financial Services, LLC

1000 Chapel View Blvd
Ste 250

Cranston, RI 02920
401-946-9905

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First Command Financial Advisor - Claudia Ruoti

221 Third Street
Suite 300

Newport, RI 02840
401-846-9842

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The Sweeney Group - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-849-6300

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Lee Duckworth - Capital Wealth Management

1300 Division Road
Suite 203

West Warwick, RI 02893
401-885-1060

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Denise Kowalewski, CRPC - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6739

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Allstate Personal Financial Representative: Charles Delmonte

95 Sockanosset Cr Rd
Ste 107

Cranston, RI 02920
401-741-6461

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James Cuoco

2191 Broad St

Cranston, RI 02905
401-784-8957

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John Hargraves

3033 E Main Rd

Portsmouth, RI 02871
401-683-0813

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Timothy Reiner

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-456-0082

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Michael Hogan

965 County Rd

Barrington, RI 02806
401-437-1054

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George Panagos

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-456-0091

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Spencer J Seitz - Ameriprise Financial Services, LLC

730 Kingstown Rd
Ste B-3

Wakefield, RI 02879
401-789-1120

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Morgan Stanley Financial Advisors

284 Bellevue Ave

Newport, RI 02840
401-849-6300

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On Home Buying and Credit Repair

15 Vineyard Street
# 404

Providence, RI 02907
401-270-2800

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Richard Urban - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6726

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Danielle Warren - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5968

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The Providence Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5932

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Timothy N Ely - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3523

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Julian Murcia

275 Newport Ave

Rumford, RI 02916
401-431-4029

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Eric Tunstall

67 Eddie Dowling Hwy

North Smithfield, RI 02896
401-765-2317

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Michael Mathews

738 Tiogue Ave

Coventry, RI 02816
401-457-0277

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Khane Goodson

30 Kennedy Plaza
Suite 101

Providence, RI 02903
401-235-1009

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John Farmer

27 Strawberry Field Rd

Warwick, RI 02886
401-739-2392

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Manuel Loureiro - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8444

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Patricia A Craddock - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5939

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Tristan Mouligné - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3539

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Elizabeth Cummins - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6773

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David Weinberg - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2602

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Gene Lonergan - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2529

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Sean P Durkin - Ameriprise Financial Services, LLC

1150 New London Ave
Ste 340

Cranston, RI 02920
401-921-3688

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Paul Capuzziello - Ameriprise Financial Services, LLC

2155 Diamond Hill Rd
Ste 3

Cumberland, RI 02864
401-334-0570

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Rob Sherwin - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8428

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Heather Kendra - Ameriprise Financial Services, LLC

1150 New London Ave
Ste 100

Cranston, RI 02920
401-572-3759

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Gregory Alan Voigt, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6752

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Marisa Fezza Pollard - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8456

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Christian O'Neill

8 Washington Square

Newport, RI 02840
401-847-1366

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James Lynn, CIMA, CRPS - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6724

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Robert A Hovan - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5910

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Verga Group - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5918

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Morgan Stanley Financial Advisors

One Financial Plaza
19th Floor

Providence, RI 02903
401-863-8400

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Joanne M. Daly - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8467

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The Richard Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5900

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Christopher Bouley - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6716

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The Descendants Wealth Management Group - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8402

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Frederick J Rickey III - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8436

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John Jay Mouligné - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3597

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David Redmond - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8498

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Jeremy P Martin - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3528

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Melinda Lewis - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3525

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Eduardo Borges - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8446

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Michael Keating - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3538

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Ronald J Capraro - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5912

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Douglas Nani - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5992

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Val Colasanto - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8453

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Daniel Sullivan - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5971

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Jenny Andersson, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6738

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Marcantonio Robinson Group - UBS Financial Services Inc.

500 Exchange Street

Providence, RI 02903
401-455-6707

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Providence, RI - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6755

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Douglas Bennet, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6776

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Katelynn Lynch - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8475

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Mary Collins

596 Putnam Pike

Greenville, RI 02828
401-949-5470

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Robin Gibbons

622 Taunton Ave

East Providence, RI 02914
401-438-1601

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Lincoln Financial Securities | James Crosson

809 Aquidneck Avenue

Middletown, RI 02842
401-619-6990

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Thomas Robinson, CFP - UBS Financial Services Inc.

500 Exchange Street
Suite 1210

Providence, RI 02903
401-455-6708

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Joseph T Conaty Jr - Ameriprise Financial Services, LLC

1150 New London Ave
Ste 340

Cranston, RI 02920
401-921-5000

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Ted Trafton - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2540

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Tom Bryan - Ameriprise Financial Services, LLC

400 Massasoit Ave
Ste 102

East Providence, RI 02914
401-434-1510

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Stuart Latessa

821 Main St

East Greenwich, RI 02818
401-884-0835

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Erik Wilcox

300 Quaker Ln

Warwick, RI 02886
401-822-4127

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Mark Dextradeur

100 Frenchtown Rd

North Kingstown, RI 02852
401-885-5055

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Brian Valcourt

792 Hope St

Providence, RI 02906
401-276-7568

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Josh Giuliano

5 Garden City Dr

Cranston, RI 02920
401-275-6478

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Ross Gobeille - Ameriprise Financial Services, LLC

640 George Washington Hwy
Bldg A Ste 202

Lincoln, RI 02865
401-333-1444

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Raymond Arruda Jr - Ameriprise Financial Services, LLC

640 George Washington Hwy
Bldg A Ste 202

Lincoln, RI 02865
401-642-2080

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Derek Joseph Botelho - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8422

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McAndrew/McAndrew - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8486

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Oliver Brady - Ameriprise Financial Services, LLC

1 Citizens Plz
Ste 610

Providence, RI 02903
401-824-2523

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Daniel C. Kuhn - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8454

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Derek A. Steinbrenner - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3524

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Matthew D'Ambra - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5932

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Tricia S O'Neil - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8402

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Denise L Roberts - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3504

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Paul A. Steinbrenner - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3507

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Nancy Pasquariello - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8479

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Eliza Siradze

5 Garden City Dr

Cranston, RI 02920
401-737-6418

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Christopher C. Puranananda - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3541

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Sean Reilly - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8427

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Jennifer Botelho

596 Putnam Pike

Greenville, RI 02828
401-248-0878

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Jeremy Cox

51 Main St

Wakefield, RI 02879
401-782-0979

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Jamie P McManus - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8471

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Colin Roberts - Morgan Stanley

284 Bellevue Ave

Newport, RI 02840
401-845-3522

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Rene Sawyer - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-276-5953

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Leonid Kozyrev

2000 Mendon Rd

Cumberland, RI 02864
401-260-3657

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William J Whitfield Jr. - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5930

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Nanda Carvalhal

821 Main St

East Greenwich, RI 02818
401-821-0318

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Robert B Richardson - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-863-8415

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Richard G Carriere - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5967

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Sean Ryan

100 Frenchtown Rd

North Kingstown, RI 02852
401-884-2817

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Daniel Helton

792 Hope St

Providence, RI 02906
401-602-6251

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Daniel Dudemaine

965 Oaklawn Ave

Cranston, RI 02920
401-260-3607

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David McAndrew - Morgan Stanley

1 Financial Plaza 19th
Fl

Providence, RI 02903
401-863-8411

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David W Wright - Morgan Stanley

1 Financial Plaza
19th Fl

Providence, RI 02903
401-276-5977

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Stephanie Burdett

622 Taunton Ave

East Providence, RI 02914
401-438-9267

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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