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Financial Advisors in West Warwick, RI

How to choose a financial advisor in West Warwick

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Curt Caserta

Financial Advisor

CAPITAL WEALTH MANAGEMENT, LLC

West Warwick, RI

ProfileNo contact yet

Melita Bush

Financial Advisor

Cetera Wealth Services, Llc

West Warwick, RI

ProfileNo contact yet

John Soucy

Financial Advisor

CETERA INVESTMENT ADVISERS LLC

West Warwick, RI

ProfileNo contact yet
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