The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Pawtucket area.
Learn how we score.
Prominent finalists A-Z in Pawtucket
1-2-3 Financial Services
AnneShade Associates
Anthony V Ricci, CPA
Bacon & Company Cpas
Botelho LAW Group
Campana, Sarza & Tatewosian
Charland, Marciano & Company, Cpas
Clarksilva
Connelly Law Offices
Del Grande & Montefusco
Edward M. Simpson, CPA
Eliot Rose Wealth Management
Experience Your Wealth
Financial Independence
Growthlab Financial Services
Harkins Wealth Management
Judith Hetherman & Co, Cpa’s
Kevin Carter CPA
LaSalle & Associates
Leshinsky Finance
Pinnacle Wealth Management
Pioneer Financial Group
Retirement Freedom Team
The Tax Consultants
View Profile
Connelly Law Offices
(6)
Real Estate, Professional Fiduciary Services, Estate Planning
“RJ Connelly and his team helped me navigate through the legalities of probate and estate law.”
i
View Profile
Lasalle & Associates
Quickbooks Services, Services For Individuals, Tax Services
“Take a look at our Home page. La Salle & Associates is an accounting, tax, and advisory firm located in Pawtucket, RI.”
i
View Profile
Retirement Freedom Team
(1)
“The owner of this establishment actively participates in her community with generous donations and everyone who reaches out to her is met with kindness and generosity!”
i
View Profile
Anthony V Ricci, CPA
(34)
Traditional Ira
Team
LLC
“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.”
i
View Profile
Clarksilva
(47)
Accounting & Bookkeeping, International Taxation, Audit & Assurance
“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.”
i
View Profile
Kevin Carter CPA
(6)
Quickbooks Services, Industries, Services For Individuals
“If you need a CPA Kevin is your guy.”
i
View Profile
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.”
i
View Profile
Edward M. Simpson, CPA
(12)
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.”
i
View Profile
Judith Hetherman & Co, Cpa's
(11)
Small Business Accounting, Quickanswers, Succession Planning
“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.”
“She is very meticulous and likes to ascertain the required financial information to prepare not only your taxes but resolve any financial issues with the IRS that you might be facing.”
i
View Profile
The Tax Consultants
(11)
Cryptocurrency, Accounting, Wealth Management
“We do our personal and business taxes with Derek who goes above and beyond to make the experience very easy!”
i
View Profile
Botelho LAW Group
(44)
Court
Call
Money
“I called Joseph Botelho's law group and I explain to Joseph my situation and we went to court and we got the problem solved very quick, He's an excellent attorney and he's good at what he does.”
i
View Profile
Growthlab Financial Services
(24)
People Advisory Services, Business Accounting, Virtual Tax Manager
“Very easy to work with from staff accountants to tax personnel to management - always knowledgeable and when necessary dedicated time to understanding the complexities of the business.”
i
View Profile
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.”
“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.”
i
View Profile
Experience Your Wealth
(34)
Decisions
Meeting
Knowledge
“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 ...”
i
View Profile
1-2-3 Financial Services
(2)
“I've been pleased with my service for many years now.”
i
View Profile
Pioneer Financial Group
(2)
Individual & Family Services, Business Services
“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.”
i
View Profile
Harkins Wealth Management
(1)
Financial Planning, Workplace Retirement Plan Management, Business
“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”
i
View Profile
Campana, Sarza & Tatewosian
(1)
“This company was highly recommended to us by our longtime accountant, that had to retire , do to spousal illness .”
i
View Profile
Eliot Rose Wealth Management
(29)
Feel
Financial Advice
Mind
“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.”
i
View Profile
Pinnacle Wealth Management
(3)
Active Investing, Retirement Income, Financial Planning
“His advice on other financial matters has been excellent such as planning for the years ahead and providing reasonable expectations of what the future looks like based on your personal wants and needs.”
i
View Profile
Leshinsky Finance
(2)
“Would recommend them to anyone looking for financial projections, capital raising, bookkeeping or general business strategy services.”
i
View Profile
Financial Independence
“Rick Campbell, our founder, started Financial Independence with the philosophy that building relationships and always doing what is in the best interest of our clients, brings meaning to all our lives.”
i
Retirement Planning and Investment Management Services in Pawtucket, RI Cost Estimates