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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.”

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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.”

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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!”

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Anthony V Ricci, CPA

(29)

Questions
Phone

“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

(42)

Accounting & Bookkeeping, International Taxation, Audit & Assurance

“I'm a small business owner and have worked with this firm for 10 years now, they have been an extremely valuable partner in my company's success over the years.”

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Botelho LAW Group

(45)

Court
Information
Money

“I remember the day I came to Botelho Law Group office to collect my permanent residency card, attorney Botelho was going up the stairs from the top he shouted;"CONGRATULATIONS" making his way back down to give me a enormous hug of happiness not just ...”

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Eliot Rose Wealth Management

(30)

Confident
Strategy
Financial Advice

“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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Kevin Carter CPA

(5)

Quickbooks Services, Industries, Services For Individuals

“Everyone is so nice there!”

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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.”

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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.”

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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.”

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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!”

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Anneshade Associates

(26)

Tax & Accounting Services, Tax Resolution Services

“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.”

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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.”

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Growthlab Finance-as-a-Service

(22)

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.”

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Charland, Marciano & Company, Cpas

(6)

Trusts & Estates, Retirement & Financial Planning, Accounting

“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.”

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Experience Your Wealth

(31)

Team
Feel
Decisions

“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 ...”

Featured

Are you curious what real, life-centered financial planning looks like?nnIn this episode, we pull back the curtain of EYW to talk about how we:nní ½í± Lead our clients through life planning exercises before ever talking about moneyní ½í± Create a visual, life planning timeline to help clients always put their life first, so then their money can follow ní ½í± Help clients bring awareness to how they are hardwired to act & communicate about moneyní ½í± Facilitate and hold space for money conversations among partnersní ½í± Make our deliverables more visual to increase engagement & understanding among clientsní ½í± Take an active role in helping clients bridge the knowing-doing gap by using a project management software & breaking action items into micro stepsnnTune in below!

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1-2-3 Financial Services

(2)

“I've been pleased with my service for many years now.”

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Leshinsky Finance

(2)

“Would recommend them to anyone looking for financial projections, capital raising, bookkeeping or general business strategy services.”

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Pioneer Financial Group

(1)

Individual & Family Services, Business Services

“Andrew LISTENS and then explains all your needs and comes up with a plan that BEST serves you.”

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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.”

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New Economy

(23)

Financial
Questions
Team

“The New Economy team is very skilled, down-to-earth and entrepreneurial in nature; the team is also very passionate about serving entrepreneurs / small businesses.”

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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...”

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Adams CPA Services

(14)

Quickbooks Services, Services For Individuals, Tax Services

“Dave is great with tax planning and is very knowledgeable with the rules and regulations, which has helped make my tax liabilities lower than other accountants that I had used prior, who did not offer the same input that I get each year from Dave.”

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Average Cost	$3329
Minimum cost	$1110
Maximum cost	$9430
Avg Per Hour Rates	$333

Best Financial Advisors in Pawtucket, RI

The highest-rated Financial Planning & Wealth Management companies out of 146 vetted & reviewed in the Pawtucket area.

Connelly Law Offices

Lasalle & Associates

Retirement Freedom Team

Anthony V Ricci, CPA

Clarksilva

Botelho LAW Group

Eliot Rose Wealth Management

Kevin Carter CPA

Del Grande & Montefusco

Edward M. Simpson, CPA

Judith Hetherman & Co, Cpa's

The Tax Consultants

Anneshade Associates

Bacon & Company Cpas

Growthlab Finance-as-a-Service

Charland, Marciano & Company, Cpas

Experience Your Wealth

1-2-3 Financial Services

Leshinsky Finance

Pioneer Financial Group

Pinnacle Wealth Management

New Economy

Casale Coutu & Company

Adams CPA Services

Retirement Planning and Investment Management Services in Pawtucket, RI Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pawtucket

Popular in Pawtucket