WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Portsmouth, Rhode Island. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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.
|Qualified Financial Advisors in Portsmouth, Rhode Island|
|Financial Advisor||Office Location||Phone Number|
Finn and Meehan Wealth Management
850 Aquidneck Ave,
Middletown, RI 02842
|Jason Siperstein, CFP®, CFA
Eliot Rose Wealth Management
1300 Division Rd,
West Warwick, RI 02893
Series 6, 7, 22, 24, 63, 65
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly
850 Aquidneck Ave,
RI 02842 Phone Number (401) 8484579ext102
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.
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.
Fee Only, Based on Assets, Flat Fee
1300 Division Rd,
RI 02893 Phone Number (401) 5885122
ABOUT ME I have always been proud to be a Rhode Islander, and having grown up in Warwick I am excited to grow my family and own a business here. After graduating from The Wheeler School, I left Rhode Island for almost a decade. First, I studied at Emory where I earned a Bachelors in Business Administration in Consulting & Venture Management. I then moved to Manhattan where I worked as a consultant and later for a boutique investment firm. While I miss the hole-in-the-wall ethnic restaurants, I was happy to return home to my roots. Almost a decade ago I made the transition back to Rhode Island to work with my father in the firm he started. Family has always been most important, and he named our firm after my sister and me. There are currently three generations of Siperstein men working at my firm! Along the way, I earned a CFA and CFP designation, and I currently serve as the President of the Financial Planning Association of Rhode Island. In my free time, I enjoy trying new restaurants and spending time with my growing family. EDUCATION My educational background includes a BBA from Emory University in Atlanta, Georgia. I hold the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. FUN FACTS Favorite Restaurant: Rasa | Favorite Book: Factfulness | Favorite "Sport": Ping Pong
OVERVIEW Eliot Rose Wealth Management is a fee-only financial planner in Rhode Island. We provide comprehensive financial planning and investment management services to clients transitioning into retirement. As a fiduciary, we always put our clients needs first, and never earn a commission of any kind. FINANCIAL PLANNING At the start of the 20th century, life expectancy was under fifty. Now in 2020, one can expect to live well into their eighties. Our practice is centered around this thirty-year longevity bonus that we call retirement. As life changes, so do your questions about your financial health and well being. At some point you may have struggled with questions as to when you can retire, and how to balance that with caring for aging parents and young adult children. It is our goal to be there with you along the way - helping to guide you forward to make the decisions that are best for you. INVESTMENT MANAGEMENT Investment management begins with financial planning. Through planning we learn about you and your needs, which serves as the backbone to our investment approach. We review and analyze thousands of investment opportunities, carefully evaluating all costs and tax considerations before arriving on the right strategy for you.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
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