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Aquidneck Wealth Management
- Financial Services
- Newport, RI
About this business
As experienced financial professional's and active members of our community, We are passionate about helping individuals and businesses build their financial futures. In today's volatile market, it is hard sometimes to remember to keep a long term perspective. It's only human for investors to be concerned during market downturns and consider moving into cash. However, this often means selling at a loss and it can also mean missing out on long-term growth potential.
Location details
130 Bellevue Ave # 205, #205, Newport, RI, 02840, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I would recommend Aquidneck Wealth Management to anybody looking to get their finances in order. I was assisted with planning for my future as well as what to do in the short term. They set up an appointment in a timely manner and I felt like my concerns and questions were really listened to and answered to the best of their abilities, which are quite good. Since my appointment I have had a couple of follow ups on how I am doing financially and whether or not any changes need to be made. I could not be happier with my choice... read more
Planning for retirement can be daunting. It can be very intimidating if you don't have the right person to help you plan. Ian Gerrior, of Aquidneck Wealth Management, has been very helpful in safeguarding our investments and helping them to grow to their potential. I definitely recommend AWM whether you are beginning a new career and beginning your portfolio for the future or are ending a career and planning to enjoy your retirement. Good Guidance is key!
I have been a client of Aquidneck Wealth Management for over a decade, and I could not be happier with their services. Ian Gerrior has proven to be knowledgeable, professional, and extremely responsive. Additionally, he has taken the time over the years to help me understand the many aspects of preparing for retirement, purchasing life insurance, financing a home, and overall financial management. Wholeheartedly recommend Aquidneck Wealth Management.
If you are looking for a company to manage your investments, see Ian Gerrior at Aquidneck Wealth Management. Ian is always professional and extremely knowledgeable when it comes to building and managing your portfolio. He uses a system that is easy to use and allows you to securely upload documents so everything you need is in one place. Most importantly I always feel safe with Ian’s investment strategies and advice. He is 100% trustworthy.
I have found Aquidneck Wealth Mangement to be helpful, informative, timely, and very pro-communication on all elements related to my investments. I have not been disappointed in the results or level of customer service. I would highly recommend!
Frequently asked questions about Aquidneck Wealth Management
How is Aquidneck Wealth Management rated?
Aquidneck Wealth Management has a 5 star rating with 7 reviews.
When is Aquidneck Wealth Management open?
Aquidneck Wealth Management is open now. It will close at 6:00 p.m.
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