Top Rated Financial Advisors in Cranston , Rhode-island

Telephone: 401-824-2530

https://www.ameriprise.com/

Edelman Financial Engines, LLC

Ronald Newton, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the East Greenwich, Rhode Island area.

East Greenwich, RI

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

BSA Wealth Advisors

LUTCF^®

Beren Anderson, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the North Kingstown, Rhode Island area.

North Kingstown, RI

Telephone: 401-285-2859

https://www.bsawealth.com/

Additional Information:

Years of Experience:
20 Years

Fee Structure

Fee-Based

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Northeast Investment Services

Northeast Investment Services, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Attleboro, Massachusetts area.

Attleboro, MA

Telephone: 508-954-7683

https://www.ne-investments.com/

Additional Information:

Asset Requirement: $50,000

Name(s) of Custodian(s):
LPL Financial

Jordan Cohne

Prudential Advisors

RICP^®

Jordan Cohne, a financial fiduciary, provides financial services to clients in the South Easton, Massachusetts area. Jordan holds a RICP^® certification. Jordan has over years of experience.

South Easton, MA

Telephone: 508-219-0301

https://www.prudential.com/advisor/jordan-cohne

Edelman Financial Engines, LLC

Bob Andreola, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Norwood, Massachusetts area.

Norwood, MA

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Allworth Financial

Allworth Financial, a financial fiduciary, provides financial services to clients in the Waltham, Massachusetts area. Allworth has over years of experience.

Waltham, MA

Telephone: 888-242-6766

https://allworthfinancial.com/

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

David Neal

Coburn Financial

CRPC^®

David Neal, a financial fiduciary, provides financial services to clients in the Stafford Springs, Connecticut area. David holds a CRPC^® certification. David has over 16 years of experience.

Stafford Springs, CT

Telephone: 860-904-4542

https://www.coburnfinancial.com/

Additional Information:

Years of Experience:
16 Years

Fee Structure

Hourly
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Investment Advice & Management
Insurance Products & Annuities

Name(s) of Custodian(s):
Fidelity, LPL Financial

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Burlington, Massachusetts area.

Burlington, MA

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.

Edelman Financial Engines, LLC

Nicole Paradise, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Farmington, Connecticut area.

Farmington, CT