Core Financial Partners LLC

Independence Financial Partners, located in Newport, RI, is a collaborative financial advisory firm that emphasizes open communication and trust at the core of its client relationships. They focus on understanding individual and family goals, creating personalized, sustainable financial strategies while valuing meaningful relationships over sheer client volume. The firm offers a comprehensive suite of services, including wealth planning, insurance solutions, and corporate advisory services, all tailored to support clients in achieving their financial aspirations. With a small, dedicated team led by experienced professionals, they strive to partner closely with clients for a personalized and effective financial planning experience. Generated from the website

Bank of America in Newport, RI, offers a range of financial services tailored to meet the needs of personal and small business clients. Their Drive-Thru ATM at 514 Thames St provides convenient access to various banking functions, including cardless transactions and support in multiple languages. The bank emphasizes customer support through dedicated specialists who assist clients in navigating their financial journeys, from personal accounts to business growth. With a focus on online and mobile banking, Bank of America ensures secure and accessible banking solutions for its customers. Generated from the website

Wells Fargo Advisors in Newport, RI is a branch of Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo Company. They offer a range of investment and insurance products, providing financial advisory services through their team of experienced Financial Advisors. The branch is home to a group of dedicated professionals, including Eric Brown, Charles Edenbach, Gregory Fater, Andre Freitas, Anne McCarver, James Tollefson, and Christopher Yalanis. Yalanis Private Wealth Management Group, led by Christopher Yalanis, is one of the prominent groups within the branch, offering personalized wealth management solutions to clients. Wells Fargo Advisors emphasizes the importance of privacy, security, and transparency in their operations, ensuring that clients' investments are subject to careful risk management.Generated from the website