Best Financial Advisors in Cranston, RI

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Cranston area.

Del Grande & Montefusco

Del Grande & Montefusco

(7)
“As my business continues to change and grow, she is able to not only work with those changes, but provides me with resources any time I want to take things in a new direction.”
Offers Financing Options
In Business Since 2001
Transparent Fees & Pricing
Licensed, BBB Rating: A+
771 Reservoir Ave, Cranston, RI
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Leshinsky Finance

Leshinsky Finance

(2)
“Would recommend them to anyone looking for financial projections, capital raising, bookkeeping or general business strategy services.”
In Business Since 2012
Free Initial Consultation
Licensed, BBB Rating: A+
815 Reservoir Ave, Cranston, RI
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Balancing Act Bookkeeping

Balancing Act Bookkeeping

Non-Profit, Balancing Act Bookkeeping, Business
“With the complexity and frequency of changes occurring in the business and financial world, everyone needs knowledgeable, professional help. Not only is it important to stay on track with spending and legal requirements, it's important to be efficien...”
In Business Since 2015
Licensed, BBB Rating: A+
1604 Broad St, Cranston, RI
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Casale Coutu & Company

Casale Coutu & Company

“Our practice has been built upon a foundation of satisfied clients. We take pride in developing successful, long-term relationships with our clients. As a client of our firm, you will constantly reap the benefits of our combined knowledge, experience...”
In Business Since 2006
Licensed, BBB Rating: A+
1 Worthington Rd, Cranston, RI
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Gorra Financial Group

Gorra Financial Group

(14)
Retiree Services, Beginning Your Financial Journey, Individuals & Families
“Their level of professionalism and knowledge is beyond measure, it is always a pleasure doing business with everyone I come in contact with at Gorra Financial.”
In Business Since 2020
875 Oaklawn Ave Suite 301, Cranston, RI
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Northeast Investment Group

Northeast Investment Group

(10)
  • Financial
  • Team
“Jeff, Anthony and the entire team have been extremely informative in helping me navigate and better understand the intricacies involved in financial planning.”
In Business Since 2018
1000 Chapel View Blvd #200, Cranston, RI
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Medical Dental Consultants

Medical Dental Consultants

(1)
Be Proactive, Not Reactive.,
“Steve Flemming at MDC has been my accountant for several years.”
In Business Since 1998
35 Sockanosset Cross Rd #5, Cranston, RI
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Palm & Card Readings by Sylvia

Palm & Card Readings by Sylvia

(2)
“Im not sure if i would go back, however, i would like to say that this was fun and when she got something right she really did hit it spot on.”
In Business Since 2020
901 Reservoir Ave, Cranston, RI
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Universal Wealth Management

Universal Wealth Management

(2)
“Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.”
In Business Since 2006
945 Reservoir Ave, Cranston, RI
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NE Financial Partners

NE Financial Partners

Financial Planning, Retirement Planning
“At NE Financial Partners we assist individuals, families and businesses with their comprehensive wealth management needs. We provide a goals based wealth management process, focused on generational succession with a consultative approach that is refl...”
In Business Since 2020
95 Sockanosset Cross Rd Suite 207, Cranston, RI
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Long Wealth Management

Long Wealth Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2010
Licensed
1543 Narragansett Blvd, Cranston, RI
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Anthony V Ricci, CPA

Anthony V Ricci, CPA

(22)
  • Professional
  • Business
“I had some tax filing questions & it was a bit rushed with the tax deadline 2 days away but Anthony graciously accommodated me in his busy schedule, even though I'm just a small self employed business & not his official client.”
Transparent Fees & Pricing
In Business Since 1993
Accepts Check, All Major Credit Cards, Cash
Licensed, BBB Rating: A+
100 Metro Center Boulevard Suite 1 - Left, Warwick, RI
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Kevin Carter CPA

Kevin Carter CPA

(6)
Quickbooks Services, Services For Individuals, Tax Services
“If you need a CPA Kevin is your guy.”
Offers Financing Options
In Business Since 2007
Transparent Fees & Pricing
Licensed, BBB Rating: A+
1647 Warwick Ave, Warwick, RI
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Eliot Rose Wealth Management

Eliot Rose Wealth Management

(24)
  • Confident
  • Decisions
  • Information
“We have never felt connected to our financial consultants before, but Paul and Jason have been incredible listeners and have provided us with the tools and information we need to plan for a fun and secure future!”
In Business Since 2008
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cranston Area
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Judith Hetherman & Co, Cpa's

Judith Hetherman & Co, Cpa's

(11)
Small Business Accounting, Business Valuation, Get Your IRS File
“I meet with her regularly during the year to make sure I am doing things correctly and am often calling throughout the year with various requests based on what is happening with my business.”
Offers Financing Options
In Business Since 2014
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Cranston Area
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Clarksilva

Clarksilva

(30)
Accounting & Bookkeeping, Audit & Assurance, Outsourced CFO
“I've personally recommended him to several friends and acquaintances over the years and can attest that each and every one of them shares my sentiments.”
In Business Since 2019
475 Kilvert St Building B Suite 125, Warwick, RI
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Charland, Marciano & Company, Cpas

Charland, Marciano & Company, Cpas

(7)
Trusts & Estates, Accounting, Tax Preparation & Planning
“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.”
In Business Since 1990
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
18 Imperial Pl #1D, Providence, RI
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Bacon & Company Cpas

Bacon & Company Cpas

(3)
“They've also been invaluable in helping me to understand the processes required to work with the state or to understand the steps to configure the company for a new business goal.”
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
Licensed, BBB Rating: A+
875 Centerville Rd #3-10, Warwick, RI
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Libman & Associates

Libman & Associates

(1)
Audits, Reviews, and Compilations, Business Tax Preparation, Tax Planning
“Scott Libman of Libman and Associates has taken care of me and my business for the last few years and I am amazed by his personality and knowledge of Tax Law and Finances.”
Transparent Fees & Pricing
In Business Since 2009
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cranston Area
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Edward M. Simpson, CPA

Edward M. Simpson, CPA

(12)
  • Family
  • 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.”
Transparent Fees & Pricing
In Business Since 2014
Accepts All Major Credit Cards
Family Business
Serving Cranston Area
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Pascarella & Gill, CPA

Pascarella & Gill, CPA

Forensics, Collections and Resolutions, More Services —>
“Pascarella and Gill, PC, established over 50 years ago, has provided companies throughout New England (including Rhode Island, Massachusetts, and Connecticut) with their accounting and tax planning expertise. As certified public accountants, Pascarel...”
In Business Since 2011
Family Business
Licensed, BBB Rating: A+
200 Centerville Rd, Warwick, RI
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1-2-3 Financial Services

1-2-3 Financial Services

(1)
“I've been pleased with my service for many years now.”
Offers Financing Options
In Business Since 1992
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Cranston Area
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Spinnaker Asset Management

Spinnaker Asset Management

“With over 40 years of experience in successfully managing client portfolios, we are confident, informed, and possess the credentials necessary to assist you in achieving your investment objectives regardless of the challenging environment ahead. Call...”
In Business Since 2012
Licensed, BBB Rating: A+
3970 Post Rd, Warwick, RI
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Financial Independence

Financial Independence

“Rick Campbell, our founder, started Financial Independence with the philosophy that building trusting relationships and always doing what is in the best interest of our clients, brings meaning to all our lives.”
In Business Since 2013
Licensed, BBB Rating: A+
931 Jefferson Blvd STE 2005, Warwick, RI
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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
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Average Cost $3393
Minimum cost $1131
Maximum cost $9613
Avg Per Hour Rates $340

Fair range $2262 to $6220 is based on 477 cost profiles.

Why these companies made our list

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