Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Middletown has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Middletown, Rhode Island have an average of 20 years of experience.
BSA Wealth Advisors
LUTCF®
Qualifications
CRD# 4712368
Firm CRD# 11869
Series 7, 66
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
CRD# 7556128
Firm CRD# 172011
Minimum Assets Required
$50,000
Not Specified
Not Specified
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 747 Aquidneck Ave Ste 1, Middletown, RI, 2842 | $931,917,000 | 1089 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees |
QualificationsFirm CRD# 109115
Assets Under Management $931,917,000
No. Of Clients1089
Clients Per Financial Advisor64
CORRIGAN FINANCIAL INC is a financial advisory firm situated in Middletown, Rhode Island. With a nearly $932M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1089 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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