Newport Financial

Could Your Money Work Harder For You?

Financial advisor in Middletown, RI (show on map)

Newport Financial offers investment management, insurance, estate planning, and employee benefits to help clients achieve their financial goals.

Call (401) 846-3000

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About

Newport Financial has been a valued provider of comprehensive financial services for over 20 years, offering investment management, insurance coverage, estate planning strategies, and employee benefits. The firm prioritizes personalized, transparent services to help clients achieve lasting financial stability and pursue their financial future with confidence.

Holistic approach to financial planning

Three-step process: Holistic assessment, Team-based strategy, Individualized approach

Services

Investment Services

Tailored investment strategies including diversified portfolios, mutual funds, individual and joint accounts, IRAs, Roth IRAs, 529 Plans, fixed and variable annuities.

Mutual Funds Individual, Joint, Trust accounts IRAs, Roth IRAs 529 Plans Fixed and Variable Annuities

Insurance Services

Comprehensive insurance solutions including life, disability income, long-term care, and business income continuation strategies.

Life Insurance Disability Income Protection Long-Term Care Insurance Business Income Continuation Estate Conservation Strategies

Employee Benefits

Consultative review and optimization of employee benefits including retirement plans, health insurance, and disability coverage.

Qualified Retirement Plans Pension and Profit Sharing Plans Health and Dental Care Life Insurance Short Term and Long Term Disability Income Insurance Long Term Care Insurance