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Looking For A Financial Advisor in Cranston, RI?

Oceanstate Financial is the premier financial advisor of Cranston, Rhode Island. We are committed to helping our clients reach their financial goals with services such as retirement planning, wealth management, and more. Our financial advisors will help you identify your objectives and create a plan designed to instill peace of mind and optimal confidence. Oceanstate Financial’s planners strive to educate clients, designing financial strategies around their unique requirements.

If you are looking for a licensed certified financial advisor in the Cranston, RI area, we are here to help. We offer a variety of financial services and options geared toward individuals and families alike, such as managing retirement income and investment strategies. To get started, simply fill out the contact form below. Set up a free initial consultation of your own by visiting our contact us page.

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<b>Our Mission At Oceanstate Financial</b>

Our Mission At Oceanstate Financial

Oceanstate Financial is a Rhode Island financial advisory firm offering wealth management services to businesses and individuals alike. Our mission is to provide services and financial advice in the best interest of our clients. At Oceanstate Financial Services, we are not afraid to think outside the box in order to create innovative investing strategies and financial security solutions.

A Team of Experienced Financial Advisors

When it comes to your personal finances, we believe experience matters. If you need help managing your wealth, take a moment to meet one of the top financial advisor teams in Cranston, Rhode Island.

Are you local to Rhode Island? Oceanstate Financial provides financial advice, investment management, tax planning, and more. We assist our clients in bettering their financial life by offering one of the most efficient teams of advisors in Cranston, RI. We look forward to working with you!

Effective Strategies For A Better Tomorrow

Oceanstate Financial can help you reach your financial goals. By working directly with one of our financial professionals, we will create a strategy catered specifically to your needs. Whether you are planning for a better retirement, are currently in retirement, or need to leave something for your children and grandchildren, we offer a range of services to provide financial peace of mind. 

Interested in Oceanstate Financial? Take a moment to explore some of our services below.

<b>Financial Planning</b>

Financial Planning

The foundation of financial planning requires a strong understanding of how your money works for you. Our professionals work as your partner, evaluating your available financial resources to create a spending and saving strategy, while paying down debt. Oceanstate Financial works to identify the method best suited to your circumstance, optimizing it toward your personal goals.

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<b>Investment Management and Planning</b>

Investment Management and Planning

Investment planning begins by assessing your objectives and goals, a perspective on "risk" vs "return", and your time horizon. Aside from focusing on investment allocation, a financial advisor evaluates the expenses and taxation of individual accounts, which influence results and long-term success overall. Ultimately, in terms of investment management and portfolio management, our services help to further your financial future.

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<b>Retirement Planning</b>

Retirement Planning

Everyone's vision of retirement life varies, from where they want to live to future activities and more. Our team puts time into understanding what you hope to get out of retirement life, in relation to current investments, and more. By offering this form of wealth management, our professionals are poised to optimize your path to retirement. If you are closing in on retirement or are currently retired, our focus turns toward utilizing your resources to provide a livable income. Whatever your needs, we will help remove the guesswork and provide peace of mind.

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<b>Risk Management&#160;</b><br/>

Risk Management 

Financial planners take risks into account, especially for the moments when life isn't going exactly as planned. Your financial situation can be influenced by bumps in the road, especially when the right precautions weren't in place. We work closely with you to review your insurance portfolio, identifying ways in which we may improve coverage and cost.

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<b>College Savings Strategies</b>

College Savings Strategies

The costs associated with attending college are on the rise. Many individuals are making investments to prioritize higher learning for future generations. In doing so, parents eliminate the potential financial burdens their children may face upon graduation. Our financial advisors are well-versed in college saving strategies, capable of creating a savings plan specifically to the needs of your family.

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<b>Estate Planning</b><br/>

Estate Planning

Estate planning enables individuals to plan for what happens once they’re gone. If you have dreams of leaving a legacy and ensuring your family is taken care of, a financial advisor can help. Protecting assets is the ultimate goal of estate planning and after evaluating your current situation, we can work to leverage internal resources and external resources to identify which strategy will work best for your needs.

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<b>Major Purchase Decisions</b>

Major Purchase Decisions

If you find yourself struggling to make a major purchase decision, seeking financial advice can make all the difference. The good news is there are a variety of options available in making big purchase decisions, especially in terms of whether or not it's a good investment. Oceanstate Financial can provide the knowledge and tools necessary to understand your finances and fund your purchase.

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<b>Employee Benefits &#38; Retirement Plans</b>

Employee Benefits & Retirement Plans

It’s imperative that employers and businesses reward the team of talented employees they have assembled if they are to be retained. Oceanstate Financial works directly with businesses to design benefits packages, retirement packages, and insurance policies to protect and reward hard working employees.

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Should You Hire A Financial Advisor in Rhode Island?

Client-Centered Financial Strategies

We work with our clients to help them achieve their financial goals each and every day. Oceanstate FInancial provides sensible wealth management tactics designed to grow and protection  your assets. From investing to preserving wealth, our financial advisors can guide you toward meeting your goals. With years of experience in the realm of financial planning, our professionals look forward to collaborating with you.

Taking the Guesswork out of Your Financial Future

As tough as financial planning can be, it's crucial to plan for the future including the unknown. This is why our financial team is at the ready, helping to create the ideal wealth management plan catered specifically to your needs. By simplifying the overall planning process, we can help increase confidence in your own future.

The financial advisors at Oceanstate Financial possess extensive knowledge in regard to current market conditions. Our greatest asset, however, remains with people. Our team offers years of experience in finance, which enables us to provide a much more personalized service.

Putting Our Clients First

Whether you want to build wealth by investing, manage asset allocation, protect your family, or preserve your assets, we can help take the mystery out of preparing for your financial future. Need a bit of guidance? Our team puts the priorities of our clients first, from the minute you contact us.

Expert Financial Advisory Services

Our approach to comprehensive financial planning better enables us to offer Rhode Island clients expert level investment advice. Ultimately we want to see all of our clients succeed, which is why we take the time to understand their goals. By setting up your initial consultation with Oceanstate Financial, you can learn more about the services we offer, to discover what it takes to reach your goals with a financial planner.

View Our Library Of Financial Resources

Our goal as a financial advisor is to provide optimal services within the area of Cranston, Rhode Island. We want to serve as a resource, educating clients about estate planning, insurance, retirement planning, and more. As such, we have created a library with the most relevant, up-to-date information available for a variety of financial situations. Here you can immerse yourself in a wealth of financial knowledge by watching videos, reading articles, and scrolling through featured presentations.

Get In Contact With Us

If you have any questions regarding our services, need to get in touch with us, or want to know where we are located, look no further! Warwick Office

1 Coastway Blvd Suite 103

Warwick, RI 02886

Phone: 401-943-0461

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment