Laurels

Best Financial Advisors in Pawtucket
2022

Balanced Wealth Management

Balanced Wealth Management

  • 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.

378 Main Street Suite 105
East Greenwich, RI 02818

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Beck Bode

Beck Bode

  • 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.

858 Washington St. Suite 100
Dedham, MA 02026

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Eliot Rose Wealth Management

Eliot Rose Wealth Management

  • 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.

1300 Division Rd, Suite 301
West Warwick, RI 02893

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Euclid Financial Services LLC

Euclid Financial Services LLC

  • Insurance Products
  • Certified Financial Planner (CFP)
  • Retirement Planning

Euclid Financial Services LLC caters to individuals and families in Pawtucket. The firm works with clients looking to preserve or grow their assets. Its professionals consult the clients to understand and discuss their future goals, develop a long-term strategy, and fill out the necessary paperwork to establish the account. They conduct a follow-up meeting to review the progress and discuss upcoming life events to make the changes in the plan. The company also offers probate, trusts, estate and tax planning, investment management, and charitable giving.

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

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.3 / 5 ( Best)

Total Reviews:

6 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Independence

Financial Independence

  • 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.

931 Jefferson Blvd Suite 2005
Warwick, RI 02886

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Kahn Litwin Renza Pawtucket

Kahn Litwin Renza Pawtucket

  • 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.

999 Main Street Suite 715
Pawtucket, RI 02860

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Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Legacy Financial Advisors, Inc

Legacy Financial Advisors, Inc

  • 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.

1500 West Park Drive Suite 100
Westborough, MA 01581

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

4.5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Lincoln Capital

Lincoln Capital

  • 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.

40 Westminster Street, Suite 202
Providence, RI 02903

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Massey and Associates, Inc.

Massey and Associates, Inc.

  • 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.

250F Centerville Road
Warwick, RI 02886

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

3.8 / 5 ( Good)

Total Reviews:

24 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: A+

Meridian Financial

Meridian Financial

  • 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.

13 Water Street, Suite 204
Holliston, MA 01746

WebsiteInstagram

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Newman Dignan & Sheerar, Inc.

Newman Dignan & Sheerar, Inc.

  • 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.

56 Exchange Terrace Suite 200
Providence, RI 02903

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Parsons Capital Management, Inc.

Parsons Capital Management, Inc.

  • 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.

10 Weybosset Street, Suite 1000
Providence, RI 02903

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Pioneer Financial Group

Pioneer Financial Group

  • 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.

117 Metro Center Boulevard, Suite 2008
Warwick, RI 02886

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Planning for Good

Planning for Good

  • 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.

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

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

20 (Better)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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