Newport Private Wealth

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.

Newport, Oregon

Agate Financial Partners is a financial planning firm located in Newport, Oregon. The firm provides financial planning services to clients in the area and operates in English.

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.