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Best Financial Advisors in Pawtucket

2023

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Website
Pawtucket, RI
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

848-BookPro
Pawtucket, RI

Why choose this provider?

Need help contacting a Financial Advisor in Pawtucket? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
225 Newman Ave., Suite 303, East Providence, RI 02916
  • Insurance Products
  • Retirement Planning

Why choose this provider?

Since 2008, Euclid Financial Services & Insurance Group has been working with clients across Pawtucket. The company helps individuals planning for retirement or already retired meet their goals through its five-step Guided Planning System or G.P.S., which includes the creation of a flexible financial plan. It holds two-way discussions with clients on matters like life insurance and annuities. Joshua Wells, its president, hosts “The Retirement Factory.” He has appeared in national and local media outlets, including The Wall Street Journal and Providence Business News.

License Verified:

License: 281437

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.5 / 5 (8)
Facebook
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
13 Water Street, Suite 204, Holliston, MA 01746
  • Certified Financial Planner (CFP)

Why choose this provider?

Meridian Financial is an independent fiduciary advisory firm serving the people of Pawtucket and nearby areas. Its professionals design plans that consider specific time horizons, risk tolerance, and goals. They assess the current stations of clients and identify problem areas, which can include insurance concerns, tax burdens, inadequate cash flow, and investments that are losing ground to inflation. Georgia Bruggeman, a CFP and MBA degree holder, started the firm in 1993. She is a member of the NAPFA.

License Verified:

License: 119679

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (7)
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
931 Jefferson Blvd Suite 2005, Warwick, RI 02886
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Financial Independence, serving Pawtucket and the neighboring communities, helps individuals identify their priorities and creates action plans based on their financial resources and objectives. Services offered include retirement planning, cash flow budgeting, investment management, tax and estate planning, and behavioral coaching. The independently owned company also provides contingency solutions to mitigate unexpected life events, such as healthcare issues, job loss, and property damage. Founder Rick Campbell is a Chartered Financial Consultant and Behavioral Financial Advisor.

License Verified:

License: 150515

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
10 Weybosset Street, Suite 1000, Providence, RI 02903
  • Certified Financial Planner (CFP)

Why choose this provider?

Parsons Capital Management, Inc., is an independently owned investment management firm serving the locals of Pawtucket. It provides financial planning and customizes investment portfolios to reflect the client's objectives and risk tolerance. Some of the concerns its clients can get guidance in include retirement and education funding, cash flow analysis, trusts, estate planning, and personal finances. Parsons Capital, which has over 25 years in the industry, has assets under management currently worth over $1.5 billion.

License Verified:

License: 106295

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
858 Washington St. Suite 100, Dedham, MA 02026
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Beck Bode serves the Pawtucket metro and the surrounding communities. It offers financial planning, guiding its clients through phases of life that involve major decisions. It assists with retirement and estate planning; budgeting and cash management; financial adjustments following a divorce; and investments and insurance matters. The plans it drafts captures the client's current situation and lays out the roadmaps for achieving their goals. Benjamin Beck, a managing partner and a Certified Financial Planner, has been in the financial industry since 2004.

License Verified:

License: 282611

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
56 Exchange Terrace Suite 200, Providence, RI 02903
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Newman Dignan & Sheerar, Inc., is a full-service financial advisory company that serves clients in Pawtucket. The firm offers comprehensive and professional guidance that can help individuals achieve financial independence. Its financial advisors handle investments in short-term and fixed-income securities, retirement planning, wealth preservation, and estate planning. The team also advises clients on asset allocation, diversification, and alternative asset management. The company has been serving clients since 1992. Each of its senior investment professionals has over 20 years of experience in the financial industry.

License Verified:

License: 107565

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
378 Main Street Suite 105, East Greenwich, RI 02818
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Balanced Wealth Management offers a broad range of financial advisory solutions to clients throughout Pawtucket. This local wealth management firm has been serving the local community since 2015, supporting individuals and families in the accumulation, conservation, and transfer of wealth to help them reach short-term and long-term financial goals. Its financial advisors assist with goal setting, retirement planning, asset allocation, and investment planning. Principal Robert Auclair is a Certified Financial Planner who also is a resource for local media regarding investments and financial planning.

License Verified:

License: 174699

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
250F Centerville Road, Warwick, RI 02886
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Massey & Associates, Inc. is a wealth advisory firm that serves Pawtucket. It focuses on helping individuals prepare for retirement by offering investment strategies and insurance products that address their financial needs. Through its “Massey On Money Retirement Roadmap” process, it assesses clients’ financial situation to develop plans covering income, healthcare, investments, IRAs, and taxes. The firm regularly reviews accounts to analyze data and determine the need to implement advanced planning. Massey & Associates was established in 1991.

License Verified:

License: 2395900

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
999 Main Street Suite 715, Pawtucket, RI 02860
  • Retirement Planning
  • Tax Planning

Why choose this provider?

KLR is an accounting and business advisory company with more than 200 team members. It operates a wealth management division that provides financial solutions and advice to individuals and families in Pawtucket and the surrounding areas. The firm's advisors identify clients' current financial situations and concerns to develop a plan that helps achieve their goals. Within the context of the planning framework, its team helps clients manage risks and make informed decisions. The professionals also advise on insurance and investments.

License Verified:

License: 124716

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
20 Cabot Blvd. #300, Mansfield, MA, MA 02048
  • Certified Financial Planner (CFP)

Why choose this provider?

Planning for Good serves customers in Pawtucket and its surrounding areas. The company provides investment optimization and income planning services. It helps clients identify their financial objectives, review their income sources, and establish protection strategies. Karen Melo Ticas, the founder of Planning for Good, is a CFP who has more than 20 years of experience in the industry. She has also received financial planning training for blended families and the LGBTQ community.

License Verified:

License: 5325017

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (21)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
40 Westminster Street, Suite 202, Providence, RI 02903
  • Certified Financial Planner (CFP)

Why choose this provider?

For over 30 years, Lincoln Capital has been serving personal and business investors in Pawtucket and nearby areas. The family-owned and family-operated firm provides comprehensive wealth management services, including asset protection and charitable giving and planning. It develops custom financial plans that contain features like asset allocation, what-if scenarios, and a Monte Carlo simulation. In addition, it offers guidance on matters involving insurance products. Ronald E. Albert, the firm’s founder, is a Certified Financial Planner with over 46 years of industry experience.

License Verified:

License: 109922

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1300 Division Rd, Suite 301, West Warwick, RI 02893
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Eliot Rose Wealth Management serves individuals and families in Pawtucket. It offers a variety of financial services, including cash and risk management solutions, to help clients achieve their goals. The company also provides estate and tax planning and gifting and charitable giving assistance. Its agents create investment portfolios tailored to consumers' return targets and financial needs. President Jason Siperstein is a CFP and a CFA who has been in the wealth management services industry for over a decade. He is a member of the NAPFA.

License Verified:

License: 120465

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (20)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1500 West Park Drive Suite 100, Westborough, MA 01581
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Legacy Financial Advisors, Inc. services Pawtucket and the surrounding communities. The wealth management organization supports recent graduates and young professionals in attaining their own financial objectives. Its staff provides tax solutions and estate planning services to assist customers to cut taxes and safeguarding their assets. Additionally, the company assists its consumers in making and evaluating investment selections. Paul and Linda Mauro launched Legacy Financial Advisors, Inc. in 1974. It conducts events to assist its clients stay current on trends and learning about current topics.

License Verified:

License: 4324745

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
117 Metro Center Boulevard, Suite 2008, Warwick, RI 02886
  • Retirement Planning

Why choose this provider?

Pioneer Financial Group helps Pawtucket residents achieve their financial goals. It offers an array of services, including financial planning and investment advisory assistance. The company provides asset management programs and conducts educational seminars. Its agents also process different types of personal protection plans, such as key employee, disability, term and fixed life, long-term care, and deferred and immediate annuity insurance. Pioneer Financial Group gives back to the community by supporting T-Birds Foundation and Lisa Rego Horne Memorial Foundation.

License Verified:

License: 1557219

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Does Pawtucket have a suite of loan programs to attract business investors?

    Through Pawtucket’s Business Development Corporation, the city provides loan programs for commercial ventures, working capital, equipment, and real estate. It helps businesses overcome problems and growth issues for industries such as retail, food, and arts and entertainment. The point of contact for these programs is the Economic Development Director who can be reached at 401-728-0500 ext. 432. The City Hall is situated at 137 Roosevelt Avenue Pawtucket, RI 02860.

  • What are the advantages of investing in a CollegeBound Saver (529 Plan) in Pawtucket?

    One of the advantages of investing in a CollegeBound Saver (529 Plan) is that there is no minimum amount required. The plan is also tax-free and convenient to set up-- usually just in 10 minutes. Plan holders in Pawtucket may also enjoy tax deductions on their state income taxes at $1,000 for couples and $500 for individuals. Should the beneficiary not go to college, the plan can be transferred to another recipient or withdrawn for non-school-related reasons but incur penalties.

  • Why should you invest your money in Pawtucket instead of just putting it in a savings account?

    Investing may be a good plan if you are looking to grow your money for retirement or save for college. A savings account is a good way to store money for short-term goals or emergency funds. Before considering investing, you must evaluate your goals, financial situation, and risk tolerance. Additionally, try consulting with a financial advisor in Pawtucket to guide your decisions and help you avert potential financial disasters.

  • Does the Employees’ Retirement System of Rhode Island (ERSRI) provide healthcare benefits to retirees in Pawtucket?

    No, the Employees’ Retirement System of Rhode Island (ERSRI) does not provide healthcare benefits. Retirees in Pawtucket can check the Rhode Island Office of Employee Benefits for healthcare coverage. They can call (401)-574-8530. In addition, some members could be covered by Medicare. To check for eligibility or review plan options, call Via Benefits at (844)-448-7298.

  • Can someone in Pawtucket possibly invest during a recession?

    While a recession can trigger fear in an investor, one of the best times to invest would actually be during a recession. This is because the prices of bonds, mutual funds, and stocks are low at this point and many securities can be purchased by someone in Pawtucket than when the market is good. When investing during a recession, experts recommend using strategies such as getting dividend-producing stocks, checking on emerging growth sectors, and diversifying stock portfolios.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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