Savant Wealth Management

Newark, Delaware

JTK Advisors is based in Newark, Delaware and specializes in tax strategy and tax planning services. The firm operates in English and serves clients seeking tax-related advisory support

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.

Wilmington, Delaware

Shepherd Financial is a financial planning firm based in Wilmington, Delaware. The firm provides financial planning services to clients and maintains a 4.6 rating based on 31 Google reviews.

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.