Newport Financial

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, Rhode Island

James Crosson, an advisor affiliated with LPL Financial in Middletown, Rhode Island, provides financial planning and insurance analysis services. LPL Financial is a broker-dealer and registered investment advisor. English is spoken. Contact the office directly for information on fee structure and available services.

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.

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.