LPL Financial | James Crosson

Westerly, Rhode Island

Strategic Financial Services, based in Westerly, Rhode Island, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning and retirement planning for its clients.

Middletown, Delaware

Savant Wealth Management is a fiduciary-regulated investment advisor based in Middletown, Delaware, providing investment management and wealth management services. The firm operates under fiduciary standards when managing client accounts.

Middletown, Rhode Island

Newport Financial, based in Middletown, Rhode Island, provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts financial planning and insurance analysis for clients. Services are offered in English.

Newport, Rhode Island

Newport Private Wealth is based in Newport, Rhode Island and operates as a private wealth advisory firm. The firm serves English-speaking clients. Additional details about service offerings, fee arrangements, and team credentials are not currently available.