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.
*In certain situations, Financial Institutions may have an affiliated broker/dealer and/or registered investment advisory firm – in those situations, the agreement may require LPL to compensate that affiliate, rather than the Financial Institution, directly.
Securities and advisory services 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. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC/NCUA Insured||Not Bank/Credit Union Guaranteed||May Lose Value||Not Guaranteed by any Government Agency||Not a Bank/Credit Union Deposit|
Your Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (*LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
2628 East Main Road Portsmouth, RI 02871
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27 Strawberry Field Road, Warwick, RI 02886