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 15 below are the closest options, from towns including Warwick (5, 12 mi), Providence (3, 4 mi) and Rumford (2, 3 mi).
2 open weekends · 12 rated 4.5+
Data verified October 29, 2026
Anthony V Ricci, CPA
“Anthony asked us questions that helped us to see that there are variables to consider and not just one way to proceed with our business finances.”
Financial Independence
“Financial Independence has helped our family tremendously with both financial planning and investments.”
Clarksilva
“They do both my business and personal returns for my entire extended family…so I know what I'm talking about!”
Marco Moretti, Crpc Cltc
“He answered all my questions and explained in details what my options are.”
Edward M. Simpson, CPA
“Ed has a strong work ethic - if necessary, he will take the time to research to find appropriate solutions for issues.”
The 15 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 15 firms on this page are rated from 4.2 to 5.0 across 520 reviews; 6 have 50 or more reviews and 12 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 8 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 37 years. 1 offers remote or virtual consultations; 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 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?
3 of the 15 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.
Bailey & Company
“I went to Rae in need of help last year, and her professionalism and responsiveness were second to none; I couldn't recommend her more strongly!”
Charland, Marciano & Company, Cpas
“Have helped me and now my entire family with our accounting needs!”
Northeast Investment Group
“In my opinion, you will be well served to seek their advice.”
Pioneer Financial Group
“Andrew LISTENS and then explains all your needs and comes up with a plan that BEST serves you.”
Harkins Wealth Management
“Very approachable, knowledgeable, and Harkins has done a great job with my law firm's retirement accounts!”
Mr Then Consulting
“Carlos responded immediately and gave detailed information on questions I had about some tax concerns.”
Mullen Scorpio & Cerilli: Scorpio Anthony W CPA
“I've been going to Arthur Mullen for years, and he has always been tremendously helpful.”
Nakowicz Financial Services
“I went in for a financial counseling session, while I misunderstood what that meant Mike was happy to meet with me any way and helped to explain some of my possible options.”
Orefice & Caliri
Why these companies made our list
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