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Let us help you work toward growing and maintaining your wealth.
Financial Advisor Branch Office
Location
Middletown, RI 02842
Meet the Team
Vice President – Investments
Benjamin F. Edwards – Newport, RI
Senior Vice President – Investments
Benjamin F. Edwards – Newport, RI
Vice President – Investments
Benjamin F. Edwards – Newport, RI
Senior Registered Financial Client Associate
Benjamin F. Edwards – Newport, RI
Financial Client Associate
Benjamin F. Edwards – Newport, RI
Our Approach
Trust, Integrity, and Mutual Respect guide each of us at the Middletown, RI location of Benjamin F. Edwards. We provide you with the service, support, and perspective you need to help you achieve your financial goals. Our Middletown office is comprised of talented financial professionals with years of wealth management experience.
The Benjamin F. Edwards team of financial advisors is proud to serve Middletown, RI and surrounding communities.
Whatever your unique financial situation, investment challenges, or retirement goals, we are happy to work with integrity and passion to help you meet them.
Our Services
Our Newport branch can serve you with a variety of financial planning needs, with a special focus on the following areas:
- Equity Investments
- Financial Planning
- IRAs
- Life Insurance
- Portfolio Construction
- Retirement Planning Services
- Social Security Strategies
- Stocks, Bonds, and Mutual Funds
- Trust Services
- Wealth Transition Strategies
- Advisory Services
- Affluent Investor Services
- Alternative Investments
- Asset Allocation
- Business Owner Services
- Cash Management
- Charitable Planning Strategies
- Concentrated Equity Strategies
- Education Planning Strategies
- Estate Planning Strategies
Trust. Integrity. Mutual Respect.
These are the principles that guide us at our Middletown, RI branch, and all our wealth management branches across the country, as we deliver the informed investment advice you deserve, and the client-first service you expect.
Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first and helping them reach their financial goals.
Contact the Middletown Branch
Find us in Middletown
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