BankNewport has expanded our access to investment product offerings through our relationship with LPL Financial. Under the name of OceanPoint Investment Solutions you now have access to a broad array of investment choices to meet your personal needs. Together we can create a strategy designed to help guide you along the path toward financial well-being.
There are many ways to put together a powerful portfolio for all types of investors. Some investors have a lot of money, some have a modest amount. Some investors are comfortable with a little risk, others seek steady returns. Regardless of the type of investor you are, everyone can potentially benefit from the many investment products offered by OceanPoint Investment Solutions. Our experienced consultants can help you create a sound plan for your financial future.
Comprehensive Financial Services From Advisors Who Care.
Our financial advisors are here to help you create a personalized financial strategy with your lifestyle goals in mind. Based on findings from the discovery process, we will work with you to build an appropriate plan that supports your objectives, and then monitor it regularly to help you stay on track.
Managing your finances is easier with a professional by your side. As your financial advisor, it is our mission to become your partner for financial success—to make a difference for you, your family and your future.
Donald M. Hartley
LPL Financial Advisor
DonHartley.OPIS@lpl.com 401.845.8797 Schedule an Appointment
John W. Farmer, CFP®, MBA
LPL Financial Advisor
JohnFarmer.OPIS@lpl.com 401.787.5681 Schedule an Appointment2628 East Main Road, Portsmouth, RI 02871
27 Strawberry Field Road, Warwick, RI 02886
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BankNewport and Oceanpoint Investment Solutions are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Oceanpoint Investment Solutions, and may also be employees of BankNewport.
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of BankNewport or Oceanpoint Investment Solutions. The Oceanpoint Investment Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: RI, MA and FL. Securities and insurance offered through LPL or its affiliates are:
Portsmouth Branch
2628 East Main Road Portsmouth, RI 02871
East Greenwich Branch
1000 Division Street, East Greenwich, RI 02818