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Find Retirement Advisors for Retirement Planning in West Warwick, Rhode Island

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 you 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 registrations check. 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.

Finding the Best Retirement Planners in West Warwick, Rhode Island

Last Updated - May 14, 2024

West Warwick has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in West Warwick, Rhode Island have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in West Warwick, Rhode Island

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Ronald Newton
CFP®
Edelman Financial Engines, LLC

Qualifications
CRD# 1276178
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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John Finn
Chartered Financial Consultant (ChFC®), CLU®, ChFC®
Finn and Meehan Wealth Management

Qualifications
CRD# 1505858
Firm CRD# 6413
Series 6, 7, 22, 24, 63, 65

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jordan Cohne
RICP®
Prudential

Qualifications
CRD# 4763296
Firm CRD# 5685
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital

Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Minimum Assets Required
$25,000,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Only, Based on Assets

advisor-photo

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

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Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

Top 2 Retirement Planning firms in West Warwick, Rhode Island (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CAPITAL WEALTH MANAGEMENT, LLC
1300 Division Road, Suite 203
West Warwick, RI, 2893
$772,494,20355117
A Percentage of AUM, Fixed Fees
2
ELIOT ROSE WEALTH MANAGEMENT, LLC
1300 Division Road, Suite 301
West Warwick, RI, 2893
$113,724,4593284
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in West Warwick, Rhode Island

QualificationsFirm CRD# 157959

Assets Under Management $772,494,203

No. Of Clients551

Clients Per Financial Advisor32

CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $772M assets under management, the firm specializes in crafting personalized retirement planning solutions for 551 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 120465

Assets Under Management $113,724,459

No. Of Clients328

Clients Per Financial Advisor82

ELIOT ROSE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $114M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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