Pawtucket, RI 51 Financial Advisors near you
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Pawtucket Financial Advisors Ready to Help
Michael Isaac
(6)
I use my over thirty years of experience monitoring my client's accounts DAILY, following trends to stay ahead of market conditions, so you can act appropriately, instead of re-acting to fears, contacting clients regularly to discuss their portfoilio for success and peace of mind. Planning is a long term committment through your ever changing life and retirement, not a one shot deal
Liberty Tax & Avantax Wealth Management
(4)
Detailed affordable individual and business tax filing, wealth Management and Mortgage service.
Tax filing is more than data entry, its a financial tool that should lower your tax burden and preserve your hard earned money for wealth creation.
Northeast Financial Strategies Inc.
(1)
Voted #1 Accountant, Financial Planner & Insurance Agency in Wrentham and Regional Favorite in 14 Surrounding Towns (2016, 2017, 2018, 2019, 2020).
Also Voted "Local Business Person of the Year" on Alignable.com for 2020, 2021 & 2022.
Model Capital Management LLC
(1)
Stocks are the best long-term way to build wealth, but another significant market downturn might jeopardize your financial goals. Standard, buy-and-hold investment portfolios follow the market up and down. Our tactical approach, on the other hand, invests in asset classes based on their expected returns and risks – attempting to avoid significant market downturns, but to participate in market upside.
Robert S. Gladstein, Financial Services Professional
(1)
I have a financial business where I have the opportunity to help individuals, families and businesses to evaluate their current financial standing and develop strategies to meet their future goals.
I treat my clients with the focus and respect I would expect for myself. While I cannot change their past, I help them to evaluate their financial past and provide guidance to them so that they can make the best decisions for themselves for the future. My goal is to empower my clients by giving them the knowledge and conviction to make decisions which can help them to reach their financial goals. Planning your financial future can be
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The Harvest Group - Tim Mazanec MPAS® CFP® CRPC® CMT®
We think of ourselves as part of your extended family. Working collaboratively, we strive to address your current needs, goals, and objectives for the generations to come.
Sweeney Wealth Management Group
Husband and wife team, Eric and Beth Sweeney, Wealth Managers, and long time assistant Patricia Stefanou have over 45+ years of combined financial planning and wealth management experience. They specialize in helping business owners, farmers, ranchers, executives, pre-retirees, retirees, widowed and divorced women design and implement financial plans for their families and businesses to help them realize their financial goals and dreams. They understand the emotional and financial stress that comes with family businesses and planning. They develop a customized financial plan based on your goals, risk tolerance and time horizon then implement
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The Countwell Group
At CountWell, our vision aligns to your vision. We strive to disrupt the accounting services sector by delivering a new age approach to all our clients.
Through our wide variety of offerings, we are able to tailor a complete solution for our clients. The CountWell Group provides tax, accounting, and advisory services that are at the forefront of new technology, new regulations, and new laws.
Our keen attention to constantly delivering more for our clients is the cornerstone of our vision. The world is ever changing, partner with a firm that conquers that change daily.
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Alternative Capitalis, LLC
Institutional Thinking for Individual Investors
Our Core Pillars to Institutional Thinking
We believe that individuals and families can benefit from the rigor and sophistication that typically characterize institutional portfolio management. Our approach to managing client assets is rooted in the following core strengths:
Deep understanding. Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Disciplined portfolio construction. Based on
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Independent Benefit Solutions, LLC
Nicholas H. Pacheco, CLTC is a Financial Services Representative with over nineteen years of experience in the financial services and insurance industry. Fully licensed in six states, Nicholas currently runs his agency, Independent Benefit Solutions, LLC out of North Providence, Rhode Island.
Nicholas began serving his clients out of a sincere desire to help individuals and families plan for and attain their financial goals. He focuses his practice on efficient retirement income and legacy planning, with an emphasis on building and using tax-free wealth. His clients consider him a trustworthy, caring, and reliable expert, whose hard work and
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Astor Phoenix Wealth Management
Every client, no matter how big or small, is important to me. I know firsthand how it feels to be treated differently, and I believe that everyone deserves to be treated with the same level of attention and respect no matter how much money they have, where they are from or what their occupation is. Growing up, my parents - who were immigrants - didn't have anyone to help them with financial advice or tax questions. I want that to change that for others.
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Millenium Financial Services
i provide financial planning, investment management, retirement planning, life health and long term care insurance servives to individuals and small business owners. i work with many clients during non business hours. i am independent. i do not represent any companies or products. i have an under graduate degree in accounting, an mba in finance. my professional credentials include a chartered financial consultant (chfc), chartered life underwriter (clu) and a chartered advisor to senior living (casl). i have been providing financial services to my clients since 2000.
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