Financial Advisors in Middletown, Rhode Island (Newport County)

George Reilly, CFP, CFP, JD, LLM
Helping You Safely Reach Your Financial Goals Is Our Mission.
We are fee-only Certified Financial Planners™ offering unbiased financial guidance customized to your needs on an hourly fee or project basis. We help you achieve financial independence and Peace of Mind. That's all we do. Serving the Northern Virginia and Washington, DC metro areas and now serving the Newport, Rhode Island area.... See More

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.... See More

Maureen Poplaski, CFP, RICP
Lighthouse Financial Management, LLC is an independent, “fee only” advisory firm offering comprehensive financial planning services that are customized to respond to your goals and life events. Our ongoing process helps our clients take a disciplined approach to decisions about their financial life.... See More

Angela Thomson, BA, CFP
Coastal Financial Planning, Inc. serves both the consumer and corporate clients. The firms' successful fee-only business model was profiled in the Wall Street Journal. On the corporate side we create commision free 401(k) plans. We also run on site educational sessions for employees covering various topics like understanding corporate options, cash flow and budgeting as well as providing services for corporations that our downsizing thier workforce.... See More