Best Financial Advisors in Pawtucket

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Last updated: September 26, 2022

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Pawtucket, RI

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Balanced Wealth Management

378 Main Street Suite 105, East Greenwich, RI 02818

Certified Financial Planner (CFP)
Retirement Planning

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.

Beck Bode

858 Washington St. Suite 100, Dedham, MA 02026

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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.

Eliot Rose Wealth Management

1300 Division Rd, Suite 301, West Warwick, RI 02893

Estate Planning
Certified Financial Planner (CFP)
Tax Planning

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.

Euclid Financial Services & Insurance Group

225 Newman Ave., Suite 303, East Providence, RI 02916

Insurance Products
Retirement Planning

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.

Financial Independence

931 Jefferson Blvd Suite 2005, Warwick, RI 02886

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning
Tax Planning

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.

Kahn Litwin Renza Pawtucket

999 Main Street Suite 715, Pawtucket, RI 02860

Retirement Planning
Tax Planning

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.

Legacy Financial Advisors, Inc

1500 West Park Drive Suite 100, Westborough, MA 01581

Retirement Planning
Insurance Products

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.

Lincoln Capital

40 Westminster Street, Suite 202, Providence, RI 02903

Certified Financial Planner (CFP)

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.

Massey and Associates, Inc.

250F Centerville Road, Warwick, RI 02886

Certified Financial Planner (CFP)
Retirement Planning
Insurance Products

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.

Meridian Financial

13 Water Street, Suite 204, Holliston, MA 01746

Certified Financial Planner (CFP)

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.

Newman Dignan & Sheerar, Inc.

56 Exchange Terrace Suite 200, Providence, RI 02903

Estate Planning
Retirement Planning

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.

Parsons Capital Management, Inc.

10 Weybosset Street, Suite 1000, Providence, RI 02903

Certified Financial Planner (CFP)

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.

Pioneer Financial Group

117 Metro Center Boulevard, Suite 2008, Warwick, RI 02886

Retirement Planning

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.

Planning for Good

20 Cabot Blvd. #300, Mansfield, MA, MA 02048

Certified Financial Planner (CFP)

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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