Top financial advisors in Warwick, RI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Warwick, RI when you're navigating complex life changes like career shifts or planning for retirement in a region with access to multiple job markets. A common pitfall is working with an advisor who overlooks how local economic factors influence your financial plan.
- Regional market insight. Confirm how they incorporate Warwick's job market dynamics into your investment and income strategies.
- Experience with life transitions. Ask how they've guided clients through career changes or retirement planning specific to Rhode Island's economic landscape.
- Fee structure clarity. Understand whether their flat-fee or other pricing models align with your financial goals and planning needs.
- Coordination with other professionals. Check how they collaborate with local tax experts or estate planners to address your comprehensive financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Warwick, RI
Fidelity
Kristin Matsko offers expertise in general estate planning guidance within Fidelity, a large firm known for comprehensive financial services in Warwick, RI. With her role as Director of Advanced Planning, she supports complex financial strategies, which may benefit clients facing intricate planning needs compared to advisors with more generalist experience or smaller firm resources.
Experience: 1 year
Avg account: $234,793
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Scott A
Series 66
Warwick, RI
Voya financial Advisors, Inc.
Scott Andrews offers expertise in retirement planning and income strategies tailored for self-employed and retired clients in Warwick, RI, addressing local economic factors through his role at VOYA Financial Advisors. His firm’s large size provides access to diverse investment programs, and his flexible fee structure includes flat and hourly options, distinguishing him from advisors with more rigid pricing models.
Experience: 13 years
Avg account: $236,678
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John S
Series 63, Series 65
Warwick, RI
LPL Financial
John Sulyma's 36 years of experience and expertise in wealth management and retirement plans for business owners make him well-equipped to address complex financial needs in Warwick, RI. Operating within LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, he stands out for combining seasoned insight with flexible fee structures and a broad client base including high-net-worth households.
Experience: 36 years
Avg account: $399,489
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Caroline D
Series 66
Warwick, RI
Merrill
Caroline Dunn Packer in Warwick, RI, offers expertise in tax-loss harvesting and active portfolio management, which can be valuable for clients navigating career changes or retirement planning in the local job market. Affiliated with Merrill, a large firm providing managed account programs and discretionary portfolio management, she serves mid-career professionals and high earners with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 5 years
Avg account: $860,085
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Nathan T
CFP®, Series 66
Warwick, RI
Parallel Advisors, LLC
Nathan Thomsen's 20 years of experience and CFP® certification equip him to address complex financial needs in Warwick, including retirement planning and career transitions. At Parallel Advisors, he offers a blend of fundamental and technical investment analysis with discretionary portfolio management, and provides flat-fee tax preparation services, distinguishing him from advisors who may not combine these comprehensive offerings.
Experience: 20 years
Avg account: $2,223,505
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