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Retirement Freedom Team
“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!”
Best Financial Advisors near Pawtucket, RI
There are no firms listed in Pawtucket itself yet; the 24 below are the closest options, from towns including Warwick (9, 12 mi), Providence (4, 4 mi) and Rumford (2, 3 mi).
2 open weekends · 21 rated 4.5+
Data verified October 21, 2026
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Anthony V Ricci, CPA
- 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.”
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Clarksilva
- Small Business
- Tax Planning
- Company
“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.”
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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.”
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The Tax Consultants
“We do our personal and business taxes with Derek who goes above and beyond to make the experience very easy!”
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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.”
The 24 firms listed for Pawtucket, 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: Pawtucket, RI
The 24 firms on this page are rated from 4.2 to 5.0 across 280 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 (92%) and quality (82%). 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are accounting (2), financial planning (2) and tax (2). 1 lists staff certifications (CFP) and 17 have a BBB rating of A or A+. 21 have ten or more years of experience, the longest 45 years. 5 offer payment plans; 7 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; 20 publish a contact page; 18 list a public email and 2 take bookings online. 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 Pawtucket offer a free first meeting?
7 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.
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1-2-3 Financial Services
“I've been pleased with my service for many years now.”
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Experience Your Wealth
- 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 ...”
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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.”
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Harkins Wealth Management
“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”
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Eliot Rose Wealth Management
- 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.”
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Spinnaker Asset Management
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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.”
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Financial Independence
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Mullen Scorpio & Cerilli: Scorpio Anthony W CPA
“I've been going to Arthur Mullen for years, and he has always been tremendously helpful.”
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Pascarella & Gill, CPA
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Orefice & Caliri
“I would especially praise Maria for her complete dedication to Ron's former clients.”
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Lepine Financial Advisors
“Knowledgable, professional, and an extremely courteous team.”
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Leonelli & Vicario
“Polite and well mannered staff.”
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Davis Financial
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South Coast Planning & Wealth Management
- Future
- Goals
- Retirement
“He made me look forward to looking at my budget, feel indescribably and exponentially more confident in my future, and personalized his entire approach to fit my needs which made me look forward to the meetings and learning!”
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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.”
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Innovative Planning Partners
- Future
- Retirement
“Dan and his team are true professionals who keep a mindful eye on our assets and although our account is modest, they pay us the attention we need to put kids through college, save for retirement and keep a roof over our heads through all the ups and...”
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Tax Credit Finance
“Best tax credit Syndicator in New England.”
Retirement Planning and Investment Management Services in Pawtucket, RI Cost Estimates
Minimum cost
$1110
Maximum cost
$9430
National Average
$3329
Avg Per Hour Rates
$333
$2219
$6102
Fair price range is based on 264 cost profiles
Why these companies made our list
What clients say about firms near Pawtucket
- “Jake is thoughtful, responsive, organized, and his personalized business model allows him to be an effective financial planner.” — client of Experience Your Wealth
- “Great experience. Dan is professional, personable, and made the process of retirement planning easy to understand.” — client of South Coast Planning & Wealth Management
- “Retirement planning seemed so scary to us. However, the compassion and tools that Eliot Rose offered made all this so much easier!” — client of Eliot Rose Wealth Management
Excerpts from public reviews of the firms listed on this page.
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