Financial Services

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41 Long Wharf Mall Newport, RI
02840

Certified Public Accountants located in Newport, RI providing tax preparation, tax planning, financial statement preparation, bookkeeping, budgeting and extensive consulting services.

www.adamtax.com
401-846-1993
jeff@adamtax.com
No
31 Conanicus Avenue Jamestown, RI
02835
Bank & Insurance Services

Rhode Island’s community bank since 1819. We offer personal and business banking products, services, and a variety of mortgage options.

(401) 423-1565
michael.devito@banknewport.com
No
7625 Post Road North Kingstown, RI
02852
Mortgage Lender

Bank Services, Mortgage Lender

www.washtrust.com
(401) 330-0986
(401) 633-7102
castudley@washtrust.com
No
1130 Ten Rod Road Suite F-201 North Kingstown, RI
02852

Certified public accounting firm with services including financial statement preparation, income tax, estate, succession and financial planning and financing proposals

www.cleggco.com
(401) 886-9000
(401) 294-9555
fkuttley@cleggco.com
No
275 Promenade St Providence, RI
02908
Financial Services

Financial services

www.markswistak.nm.com
(401) 862-3128
mark.swistak@nm.com
No
50 Cole Street, Jamestown
02835
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC Financial Advising, Investment, Estate Planning, Retirement.
(401) 423-1567
Nanette.Blish@CeteraAdvisors.com
No
858 West Main Road Middletown, RI
02842
Since 1922, People’s Credit Union has been a community-oriented institution.  We subscribe to the philosophy of “people helping people” by supporting many local charitable agencies and organizations, and our employees volunteer thousands of hours per year to help enhance the communities we serve.

Since 1922, People’s Credit Union has been a community-oriented institution.  We subscribe to the philosophy of “people helping people” by supporting many local charitable agencies and organizations, and our employees volunteer thousands of hours per year to help enhance the communities we serve.

(401) 846-8930
55 Bald Hill Rd. Cranston, RI
02920

Retirement and estate planning, tax efficient distribution and acquisition, portfolio rehabilitation.

www.rifinancialplanner.com
401-463-3151
mlanglois@rifinancialplanner.com
47 Bow Street Jamestown, RI
02835

Tax planning and preparation for individuals, businesses and trusts. Small business accounting and consulting. Quickbooks experience.

401-423-1247
susanppb@hotmail.com
No