Aquidneck Wealth Management

$$ • Financial Planners, Financial Advising

130 Bellevue Ave # 304, Newport, RI 02840

Reviews for Aquidneck Wealth Management

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  • Feb 2022

    If you are looking for a trustworthy company to explore investments, Ian is your guy. He is knowledgeable and honest and will make sure you are 100% informed about every step. His expertise in the field, combined with years of experience makes choosing AWM a no brainer.

  • Feb 2022

    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!

  • Feb 2022

    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.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Aquidneck Wealth Management

130 Bellevue Ave # 304, Newport

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