Newport Financial Associates is a full service financial services company with a prominent presence in both the insurance and investment arenas. Founded in 1971 on Aquidneck Island, NFA has been committed to helping its clients meet their financial needs for over 36 years. The firm offers a full range of investment, insurance and estate planning services. The professionals at NFA can help if you no matter what your financial needs.
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"To have faith enough in me and my services to REFER a friend or family member
is the highest compliment you could pay me. Please be assured
they will receive FIRST CLASS treatment."
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Financial Checkup
Juggling multiple financial obligations like debt, insurance, investments, retirement plans and savings can become overwhelming. Let us help you determine if you are on the right track or how to get back on the right track. We can help you decide what course of action is needed to help you meet your goals and objectives.
Correcting Mistakes
If you haven't started saving for your teen's college education or retirement is creeping up on you, we can provide strategies that will help make up for lost time. We'll also help you to re-prioritize your financial needs.
| Financial Strategies
If you're too busy or uninterested in managing your own finances we can help you monitor them. We'll help you when it's time to rethink your portfolio as your needs or the market changes. We'll also keep the big picture in mind, such as how changes may affect other areas.
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A Life-Changing Event
An event like a divorce or death in the family can change your financial outlook drastically. We'll help you wade through the new tax, property and retirement issues you'll face. We can also adjust your current financial strategy to suit your new status.
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