Best Financial Advisors in Cranston, RI

The highest-rated Financial Planning & Wealth Management firms out of 259 vetted & reviewed in the Cranston area.

South Shore Capital Advisors

South Shore Capital Advisors

“South Shore Capital Advisors works with over 75 clients; individuals, trusts and retirement plans. We directly manage over $190 million in assets, and the principals of the firm indirectly advise our clients on hundreds of millions more. We are commi...”
In Business Since 2015
Serving Cranston Area
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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 1998
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 2011
Free Initial Consultation
Licensed, BBB Rating: A+
815 Reservoir Ave, 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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Frazier Investment Management

Frazier Investment Management

(9)
“In fact, we were very pleased when he founded Frazier Investment Management because it gave him more authority and flexibility than the previous firm he was with.”
In Business Since 2017
Serving Cranston Area
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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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Fontaine Organizing

Fontaine Organizing

(12)
“Rachel looked at the space, talked about our goals and challenges, and provided several suggestions for how to manage the clutter and make it a more inviting and structured space for our boys.”
In Business Since 2016
Transparent Fees & Pricing
Serving Cranston Area
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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 2010
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cranston Area
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Corrigan Financial

Corrigan Financial

(2)
“Their stedfast commitment to my financial well-being never waivers.”
In Business Since 1991
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cranston Area
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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 2007
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Cranston Area
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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 1989
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
18 Imperial Pl #1D, Providence, 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
Average 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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