Bell Wealth Management

Located in Wakefield, RI, Edward Jones Investments - Matthew T Gough is a reputable financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their comprehensive services encompass personalized guidance tailored to each client's unique needs, spanning investment management, retirement and estate planning, and education savings programs. The firm's network of committed financial advisors extends nationwide, fostering meaningful advisor-client connections through personalized consultations and continuous assistance to help clients navigate the ever-changing stages of life. At Edward Jones Investments - Matthew T Gough, the emphasis lies on individualized client support, offering bespoke strategies that cater to the specific requirements of each investor, steering away from a one-size-fits-all, transactional approach. By making strategic planning accessible and inclusive, the firm ensures that thoughtful financial planning is within reach for a diverse range of investors, reinforcing their commitment to empowering clients with the tools and insights necessary to pursue their financial goals with confidence. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Legacy Wealth Advisors is a comprehensive wealth management firm based in Narragansett, Town of, RI. With a focus on retirees and pre-retirees, their team of financial professionals takes a personalized approach to help clients achieve their retirement goals and maintain their desired standard of living. From portfolio management and retirement planning to tax and estate planning, Legacy Wealth Advisors offers a range of services to ensure a seamless and proactive financial journey. By leveraging a disciplined investment process and collaborating with strategic partners, Legacy Wealth Advisors provides transparent and efficient solutions to maximize savings, minimize costs, and optimize tax strategies. With a commitment to treating clients like family, they strive to provide peace of mind and help individuals create the retirement of their dreams.Generated from the website