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Map of Wakefield, RIMap of Wakefield, RIExpand Map

Financial Planners in Wakefield, RI

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1. Crook, Matthew C

Crook, Matthew C

24 Salt Pond Rd, Wakefield, RI, 02879

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

2. Blackerby, Seitz & Associates - Ameriprise Financial Services

Blackerby, Seitz & Associates - Ameriprise Financial Services

730 Kingstown Rd Ste B-3, Wakefield, RI, 02879

From Business: At Blackerby, Seitz & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

YP
9 Years
in Business

3. Spencer J Seitz - Financial Advisor, Ameriprise Financial Services

Spencer J Seitz - Financial Advisor, Ameriprise Financial Services

730 Kingstown Rd Ste B-3, Wakefield, RI, 02879

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

4. Brian Blackerby - Financial Advisor, Ameriprise Financial Services

Brian Blackerby - Financial Advisor, Ameriprise Financial Services

730 Kingstown Rd Ste B-3, Wakefield, RI, 02879

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

5. Seaside Financial Group - Ameriprise Financial Services

Seaside Financial Group - Ameriprise Financial Services

36 S County Commons Way Ste C8, South Kingstown, RI, 02879

CLOSED NOW

From Business: At Seaside Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

6. Wayne Ricci - Financial Advisor, Ameriprise Financial Services

Wayne Ricci - Financial Advisor, Ameriprise Financial Services

36 S County Commons Way Ste C8, South Kingstown, RI, 02879

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Thomas De Nicola - Financial Advisor, Ameriprise Financial Services

Thomas De Nicola - Financial Advisor, Ameriprise Financial Services

35 S County Commons Way Ste D12, Wakefield, RI, 02879

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Edward Jones - Financial Advisor: Ronda L Warrener

Edward Jones - Financial Advisor: Ronda L Warrener

171 Main St, Wakefield, RI, 02879

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

11. Edward Jones - Financial Advisor: Leah A Gardiner

Edward Jones - Financial Advisor: Leah A Gardiner

171 Main St, Wakefield, RI, 02879

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

12. Santander Bank

Santander Bank

20 Main St Ste A, Wakefield, RI, 02879

From Business: 41.4411329

YP
122 Years
in Business

13. Leo P Varriale - Financial Advisor, Ameriprise Financial Services

Leo P Varriale - Financial Advisor, Ameriprise Financial Services

36 S County Commons Way Ste C8, South Kingstown, RI, 02879

CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Entwistle & Assoc

Entwistle & Assoc

24 Salt Pond Rd, Wakefield, RI, 02879

CLOSED NOW
YP
28 Years
in Business

17. Washington Trust

Washington Trust

20 Point Judith Rd, Narragansett, RI, 02882

CLOSED NOW
YP
224 Years
in Business

18. Genesis Gold Group

Genesis Gold Group

Serving the Wakefield Area

OPEN 24 HOURS

From Business: Call Today! Get Your Free Gold Guide. Protect your retirement savings from market volatility. Diversify your portfolio with a stable and tangible asset. Enjoy the peace of mind…

21. Corrigan Financial, Inc

Corrigan Financial, Inc

747 Aquidneck Ave, Ste 1, Middletown, RI, 02842

CLOSED NOW

From Business: Corrigan Financial is a wealth management firm. We provide comprehensive financial planning, tax preparation and investment advisory services. Founded in 1989, we now manage…

YP
35 Years
in Business

22. Flynn Financial Group Inc.

Flynn Financial Group Inc.

1120 Aquidneck Ave, Middletown, RI, 02842

CLOSED NOW

From Business: Tax preparation for individuals businesses estates and trusts Accounting and Bookkeeping including QuickBooks Training Setup and Online monitoring Dealing with the IRS and…

YP
40 Years
in Business

23. First Command Financial Advisor - Bill Nolan

First Command Financial Advisor - Bill Nolan

221 3rd St Ste 300, Newport, RI, 02840

CLOSED NOW

From Business: William Nolan joined First Command Financial Services as a Financial Advisor in February 2013, following a 28-year career in the United States Navy. There, he attained the rank…

24. First Command Financial Advisor - Claudia Ruoti

First Command Financial Advisor - Claudia Ruoti

221 3rd St Ste 300, Newport, RI, 02840

CLOSED NOW

From Business: Claudia Ruoti joined First Command Financial Services as a Financial Advisor in November 2003, bringing 15 years of financial industry experience to the position. A graduate of…

YP
12 Years
in Business

25. Jerome Sullivan - TD Wealth Financial Advisor

Jerome Sullivan - TD Wealth Financial Advisor

553 W Main Rd, Middletown, RI, 02842

CLOSED NOW

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

26. Benjamin F. Edwards

Benjamin F. Edwards

272 Valley Rd Ste 1, Middletown, RI, 02842

CLOSED NOW

From Business: Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. Our goal is to provide the right…

27. TW Financial Group - Ameriprise Financial Services

TW Financial Group - Ameriprise Financial Services

26 Valley Rd Ste 101, Middletown, RI, 02842

CLOSED NOW

From Business: At TW Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

28. Harold V Cardoza - Financial Advisor, Ameriprise Financial Services

Harold V Cardoza - Financial Advisor, Ameriprise Financial Services

26 Valley Rd Ste 101, Middletown, RI, 02842

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

29. Lincoln Financial Securities | James Crosson

Lincoln Financial Securities | James Crosson

809 Aquidneck Ave, Middletown, RI, 02842

CLOSED NOW

From Business: “Our goal is to minimize the stress and help to maximize your success.” For more than 30 years, James Crosson has helped individuals, companies and charitable organizations…