Financial Advising in Newport, RI

1 location found near Newport

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  1. 130 Bellevue Avenue, Newport RI 02840

    5 Superb 1 review

    “I had the pleasure of speaking with Senior Vice President Kara Museler today. Kara is an outstanding CFP in every way - sharp, super knowledgable about asset management, taxes, and retirement planning, and very compassionate. She truly has her clients’ best interests at heart. I highly recommend working with her.”

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