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Find Top Financial Advisors in Middletown


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Qualifications of Financial Advisor in Middletown

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Middletown, Rhode Island
Financial Advisor Office Location Phone Number
John Finn,
Finn and Meehan Wealth Management
850 Aquidneck Ave,
Middletown, RI  02842
(401) 848-4579ext114
HECTOR RODRIGUEZ MBA, ChFC,
Rodriguez Wealth Management
850 Aquidneck Ave. Suite A4,
Middletown, RI  02842
(401) 848-4579
Christian Grundel,
Financial Engines Advisors, LLC
1000 Bald Hill Road,
Warwick, RI  02886
(401) 921-3331
Bob Andreola,
Edelman Financial Services, LLC
16 Chestnut St.,
Foxboro, MA  02035
(888) 752-6742
Jim Furlong,
Financial Engines Advisors, LLC
601 North Main Street,
East Longmeadow, MA  01028
(413) 271-1147

Information on Qualified Financial Advisors in Middletown

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

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 850 Aquidneck Ave,
Ste A4,
Middletown,
RI 
02842
Phone Number (401) 8484579ext114

Since 1986, John has helped people plan for their retirement goals. After spending eleven years developing his practice at Connecticut Mutual Life Insurance Company, he later built a financial services operation at Braman and White, where he pioneered the integration of this department with BankNewport. John became affiliated with LPL Financial in 1997. While providing objective and independent advice, John adheres to a methodical, rigorous process that seeks to deliver the highest degree of economic predictability. He works diligently with his clients to seek to improve the overall quality of their lives, both in the financial world and beyond it. Working alongside Sharon Meehan, they make it their mission to help clients feel confident knowing their financial house is in order. Above all, John believes they have one primary purpose: to build relationships with clients based on our core values of integrity, honesty, and perseverance. To continually fulfill that commitment, he has integrated a capable support staff with the technology, resources, and expertise of LPL Financial.

About Finn and Meehan Wealth Management

At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals. In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most. Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life. We build relationships on our core values of honesty, integrity, and perseverance. Genuine connection and chemistry are key to success, and we work strive to create a truly comfortable environment for clients to enjoy. By uniting the capacity of a major brokerage firm with the personal touch of a boutique practice, we can build disciplined financial plans tailored to your unique goals. While large enough to access leading resources and relationships across the industry, our firm remains intimate enough so we can truly know our clients and continue developing lasting relationships.



Qualifications CRD# 2412802
Series 7, 63, 65


Office Location 850 Aquidneck Ave. Suite A4,
Middletown,
RI 
02842
Phone Number (401) 8484579

Hector begins all client meetings with the purpose of bringing value to a clients situation. He helps them crystallize what is most important to them and then together develop a practical plan. This personal connection is what he enjoys most about being a financial consultant. Hector's desire to help people brought him to a career in the financial services field in 1994 after twelve award-winning years with a multinational oil company. He became seriously interested when told that the best financial consultant has a mind of a capitalist and the heart of a social worker. While affiliated with American Express, he built his practice in areas of retirement, investment, and business planning winning numerous awards for his quality of work. In his management role he was instrumental in the development of new advisors and was designated a Rhode Island public speaker for American Express. In February of 2002, Hector joined LPL Financial. At times I act as a devils advocate, challenging clients beliefs or decisions, at other times I am a counselor and sometimes even an umpire, - Hector Rodriguez commenting about his client relationships.

About Rodriguez Wealth Management

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients? wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology Comprehensive clearing and compliance services Practice management programs and training Independent research Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients? financial needs. They do so by using the firm?s tools and resources that help them discover their clients? priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients? lives; and make product recommendations that put clients on the path to pursuing their goals.



Qualifications CRD# 5541530
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1000 Bald Hill Road,
Suite 5,
Warwick,
RI 
02886
Phone Number (401) 9213331

Joined Financial Engines in 2016. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNER TM (CFP® certification(s). Bachelor's Degree in English from State University of New York at Albany. Married to Amanda. They have one child: Alex. Christian enjoys fishing, both fresh and salt water.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications FirmCRD# 113299

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 16 Chestnut St.,
Suite 220,
Foxboro,
MA 
02035
Phone Number (888) 7526742

Formal Education: Bachelor of Science in Criminal Justice, Northeastern University Juris Doctor, University of Massachusetts School of Law — Dartmouth (formerly Southern New England School of Law) Business Background: Bob Andreola has been an investment advisor for 26 years, and has been with Edelman Financial Services since 2016. Recent Employment History: 2016–Present: Associate Director of Financial Planning for Edelman Financial Services. Provides financial advice to clients. 2011–2016: Vice President/Financial Consultant at Charles Schwab & Co., Inc. Provided financial advice to clients. 2002–2011: Head of Financial Horizons Advisory Program and Lead Planner at ING Financial Advisers, LLC. Provided financial advice to clients. 2001–2002: Financial Planner at MetLife Securities, Inc. Provided financial advice to clients. Professional Designation(s): CERTIFIED FINANCIAL PLANNER™

About Edelman Financial Services, LLC

Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms1 with 164 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 36,000 individuals and families, and manages more than $21 billion in assets.2 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,3 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.



Qualifications CRD# 1921131
FirmCRD# 104510
Series 4, 7, 24, 53, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 601 North Main Street,
East Longmeadow,
MA 
01028
Phone Number (413) 2711147

Joined Financial Engines in 2005. Began his career in the financial services industry in 1980. Successfully completed the Series 4, 7, 24, 53, 63, and 65 examination(s) administered by FINRA. Board member of The Adoptive Parents Committee and President of the Enfield Dolphins Recreational Swim Team. Hometown is Bay Shore, N.Y. Married to Susan. They have five children: Shawn Marie, Michael, John, Allison, and Robert.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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