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

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.”
Below Average Price Tag
Remote Consultations Available
In Business Since 1999
Accepts All Major Credit Cards
372 Broadway, Pawtucket, RI
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Lasalle & Associates

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.”
Free Initial Consultation
In Business Since 2022
Offers Financing Options
Transparent Fees & Pricing
368 Beverage Hill Ave, Pawtucket, RI
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Retirement Freedom Team

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!”
In Business Since 2014
1240 Pawtucket Ave 2nd floor, Rumford, RI 02916
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Anthony V Ricci, CPA

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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1995
Free Initial Consultation
100 Metro Center Boulevard Suite 1 - Left, Warwick, RI
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Clarksilva

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.”
In Business Since 2019
475 Kilvert St Building B Suite 125, Warwick, RI
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Botelho LAW Group

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 ...”
In Business Since 2013
901 Eastern Ave #2, Fall River, MA
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Eliot Rose Wealth Management

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.”
In Business Since 2006
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Pawtucket Area
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Kevin Carter CPA

Kevin Carter CPA

(5)
Quickbooks Services, Industries, Services For Individuals
“Everyone is so nice there!”
Offers Financing Options
Free Initial Consultation
In Business Since 2005
Transparent Fees & Pricing
1647 Warwick Ave, Warwick, RI
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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
Free Initial Consultation
In Business Since 1999
Transparent Fees & Pricing
771 Reservoir Ave, Cranston, RI
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Edward M. Simpson, CPA

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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Free Initial Consultation
Serving Pawtucket Area
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Judith Hetherman & Co, Cpa's

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.”
Offers Financing Options
In Business Since 2012
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Pawtucket Area
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The Tax Consultants

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!”
In Business Since 1986
Licensed, BBB Rating: A+
435 Columbia St, Fall River, MA
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Anneshade Associates

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.”
In Business Since 2012
Transparent Fees & Pricing
150 Midway Rd #178, Cranston, RI
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Bacon & Company Cpas

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.”
Offers Financing Options
In Business Since 2008
Transparent Fees & Pricing
Licensed, BBB Rating: A+
875 Centerville Rd #3-10, Warwick, RI
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Growthlab Finance-as-a-Service

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.”
In Business Since 2014
Remote Consultations Available
146 Clifford St, Providence, RI
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Charland, Marciano & Company, Cpas

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.”
In Business Since 1990
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
18 Imperial Pl # 1D, Providence, RI
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Experience Your Wealth

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 ...”
Free Initial Consultation
In Business Since 2019
Transparent Fees & Pricing
CFP Certified
Serving Pawtucket Area
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1-2-3 Financial Services

1-2-3 Financial Services

(2)
“I've been pleased with my service for many years now.”
Offers Financing Options
Free Initial Consultation
In Business Since 1994
Transparent Fees & Pricing
Serving Pawtucket Area
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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 2014
Free Initial Consultation
Licensed, BBB Rating: A+
815 Reservoir Ave, Cranston, RI
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Pioneer Financial Group

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.”
In Business Since 2013
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
117 Metro Center Blvd STE 2008, Warwick, RI
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Pinnacle Wealth Management

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.”
In Business Since 2019
Licensed, BBB Rating: A+
931 Jefferson Blvd STE 1000, Warwick, RI
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New Economy

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.”
In Business Since 2009
District Hall, 225 Dyer St, Providence, RI
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Spinnaker Asset Management

Spinnaker Asset Management

“With over 40 years of experience in successfully managing client portfolios, we are confident, informed, and possess the credentials necessary to assist you in achieving your investment objectives regardless of the challenging environment ahead. Call...”
In Business Since 2014
Licensed, BBB Rating: A+
3970 Post Rd #1, Warwick, RI
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Financial Independence

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.”
In Business Since 2011
Licensed, BBB Rating: A+
931 Jefferson Blvd STE 2005, Warwick, RI
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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
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Average Cost $3329
Minimum cost $1110
Maximum cost $9430
Avg Per Hour Rates $333

Fair range $2219 to $6102 is based on 264 cost profiles.

Why these companies made our list

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