View Profile
Northeast Investment Group
- Advisors
- Team
- Collaborate
“Jeff, Anthony and the entire team have been extremely informative in helping me navigate and better understand the intricacies involved in financial planning.”
Best Financial Advisors in Cranston, RI
24 firms listed · 5 in Cranston · 5 open weekends · 21 rated 4.5+ · 1 shows a license
Data verified October 16, 2026
View Profile
Marco Moretti
“Would 100% recommend this gentleman to anyone in need of an advisor!”
View Profile
NE Financial Partners
View Profile
Balancing Act Bookkeeping
View Profile
Long Wealth Management
View Profile
Anthony V Ricci, CPA
- Traditional Ira
- Team
- Phone
“The advice relating to all the issues about the programs relating to the pandemic made all the difference for us to get what we needed to keep going and still feel comfortable about taking the right steps in terms of which program to choose.”
The 24 firms listed for Cranston, RI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Cranston, RI
Of the 24 firms we list here, 5 are in Cranston itself and 19 come from towns including Warwick (8, 5 mi), Providence (3, 5 mi) and West Warwick (2, 7 mi). 23 of the firms on this page have a rating, from 4.2 to 5.0 across 281 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (91%) and quality (79%). 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are financial planning (3), business (2) and tax (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 15 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 45 years. 5 offer payment plans; 8 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page and 20 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Cranston offer a free first meeting?
8 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
View Profile
Clarksilva
- Small Business
- Tax Planning
- Priced
“Highly recommended for any small business in Rhode Island looking to clean up the accounting and bookkeeping to allow focus on providing the best possible service to our own customers.”
View Profile
Edward M. Simpson, CPA
- Number
“Ed has been handling my taxes for a number of years and I've never had a problem, always look forward to coming back.”
View Profile
Charland, Marciano & Company, Cpas
“Not only have I used them for my own personal and business tax returns but I have also had the opportunity to refer many clients to them over the years and have never received anything but positive feedback regarding their services.”
View Profile
1-2-3 Financial Services
“I've been pleased with my service for many years now.”
View Profile
Experience Your Wealth
- Decisions
- Meeting
- Info
“I have joked a few times that sometimes it feels like I'm talking to a friend because they really want to understand how your finances tie in with your life/future goals/what's important to you and they take the time to understand what you value and ...”
View Profile
Pioneer Financial Group
“Working with Erik Johnson has been a truly rewarding experience, and I wholeheartedly recommend him to anyone seeking a financial advisor who not only understands their goals but also goes above and beyond to help them achieve them.”
View Profile
Harkins Wealth Management
“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”
View Profile
Eliot Rose Wealth Management
- Feel
- Financial Advice
- Tailor
“Their professionalism, knowledge, and insights to financial planning, especially in this uncertain economic climate made it easier to fully understand our current financial snapshot and future wants and needs in retirement.”
View Profile
Financial Independence
View Profile
Spinnaker Asset Management
View Profile
Fradin & Company
“I am not related to them, never met them in person - A relative suggested them and over the last 2 years of working with them, I can say they have a customer for life.”
View Profile
Mullen Scorpio & Cerilli: Scorpio Anthony W CPA
“I've been going to Arthur Mullen for years, and he has always been tremendously helpful.”
View Profile
Pascarella & Gill, CPA
View Profile
Orefice & Caliri
“I would especially praise Maria for her complete dedication to Ron's former clients.”
View Profile
Leonelli & Vicario
“Polite and well mannered staff.”
View Profile
Lepine Financial Advisors
“Knowledgable, professional, and an extremely courteous team.”
View Profile
Mind Your Money
- Best Practices
- Led
- Community
“By meeting with Susan once a quarter, we can set measurable goals, talk about longer-term plans and give them both time to take hold before we meet again to fine tune and adjust where necessary.”
View Profile
Frank Jacinto CPA
“I would highly recommend this tax preparer because they created a smooth process and I had pleasant interactions with the entire staff from start to finish.”
Retirement Planning and Investment Management Services in Cranston, RI Cost Estimates
Minimum cost
$1131
Maximum cost
$9613
National Average
$3393
Avg Per Hour Rates
$340
$2262
$6220
Fair price range is based on 477 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
