We understand the value and importance of building trust and personal relationships with our customers. Our team of dedicated financial advisers is committed to helping you work toward planning for a bright financial future.
Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that may include:
- A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
- A retirement plan that will help ensure that you have the income you need for as long as you live
- College and education saving plans that address steadily rising costs
- An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs
Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. Through our partnership with www.lpl.com, we can help you pursue your goals and work toward turning your financial dreams into a reality. Our goal is to provide you with high quality, comprehensive services in an atmosphere that allows us to get to know you, your family, your business and your goals and financial needs. We offer a wide range of non-proprietary products and services, which means you receive financial guidance and an assurance that YOUR best interests always come first.
To start your conversation about financial planning or to learn more about these and other investment options contact Donald Hartley.
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:
2628 East Main Road Portsmouth, RI 02871