Medeiros Financial Services Inc

Financial planner in Warwick, RI (show on map)

Independent financial services firm offering wealth management, retirement planning, estate planning, and business planning with a focus on personalized, conflict-free advice.

Call (401) 921-0620

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About

Medeiros Financial Services, Inc. is an independent financial services, wealth management, retirement planning and estate planning firm. They are registered to sell securities and offer investment guidance through Commonwealth Financial Network® as an Investment Adviser Representative.

As an independent firm, they have the freedom to provide diverse guidance and insight to their clients, developing a financial plan that focuses on helping clients pursue their goals with an in-depth understanding of their financial situation and personal values.

Independent advisory firm with no product conflicts

Tailored, conflict-free financial planning

Comprehensive suite of services including wealth management, retirement, estate, and business planning

Services

Accumulation Planning

Addresses individual investment needs, asset allocation, and suitability of securities based on goals and risk tolerance, including insurance, emergency funds, and alternative investments.

Risk management Asset allocation Security selection Alternative investments

Business Planning

Focuses on issues specific to business owners and shareholders, including risk management, distributions, and succession planning.

Risk management Distributions to owners Succession planning Executive compensation planning

Retirement Consulting

Provides personalized retirement planning for employees and employers, including consulting services and retirement plan management.

Employee retirement planning Employer retirement plan consulting Retirement income strategies

Estate Planning

Offers comprehensive estate planning services, including wills, trusts, and tax-efficient wealth transfer strategies.

Will and trust preparation Tax planning for estates Succession planning Asset protection

Risk Management

Minimizes financial and personal risks through insurance, asset protection, and health risk mitigation strategies.

Personal and business liability insurance Asset protection planning Health risk management Business risk management

Taxation Planning

Addresses tax implications of financial decisions to minimize tax liability through strategic planning and investment choices.

Income tax minimization Estate and gift tax strategies Investment tax planning Life event tax planning

Credentials & Certifications

Certified Financial Planner (CFP)

Since 2005

Series 7 and 66 licenses

Since 2003

Frequently Asked Questions

What is the difference between an independent financial advisor and one affiliated with a large firm? +

An independent financial advisor, like those at Medeiros Financial Services, Inc., is not tied to a specific product line or sales quotas, allowing them to recommend the best solutions for the client without conflicts of interest.

How does Medeiiros Financial Services protect my assets? +

Asset protection planning at Medeiiros Financial Services includes insurance, repositioning asset ownership, and leveraging legal protections to shield personal and business assets from risk.

What tax strategies does Medeiiros Financial Services offer? +

The firm provides comprehensive tax planning services, including minimizing income tax liability, estate and gift tax strategies, and investment tax planning to optimize after-tax returns.