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Map of College Hill, Providence, RI

Financial Planners in College Hill Providence, RI

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2. Santander Bank

Santander Bank

291 Thayer St, Providence, RI 02906

OPEN NOW:7:00 am - 12:00 am
YP
123 Years
in Business

4. Veasey Financial Advisors (BWA Providence as of 2017)

Veasey Financial Advisors (BWA Providence as of 2017)

559 S Water St, Providence, RI 02903

CLOSED NOW:10:00 am - 7:00 pm

From Business: Bob partnered with Balance Wealth in 2017 to strengthen the business as he prepared for his retirement. He said he appreciated the firm’s approach in building relationships…

YP
30 Years
in Business

5. Harkins Wealth Management

Harkins Wealth Management

206 Gano St, Providence, RI 02906

CLOSED NOW:9:00 am - 5:00 pm

From Business: We are Harkins Wealth Management, a financial planning and investment management firm in Providence, Rhode Island. At Harkins Wealth Management, our mission is to be your most…

YP
13 Years
in Business

6. Cornerstone Investment Services

Cornerstone Investment Services

245 Waterman St Ste 301, Providence, RI 02906

CLOSED NOW:9:30 am - 4:00 pm

From Business: Founded in 1999 Cornerstone (CIS) is unique among money managers in that we have our own research analyst on staff. Founder and Chief Investment Strategist, John Riley, is also…

YP
29 Years
in Business
Amenities:
Wheelchair accessible

7. Larry B Parness

Larry B Parness

128 Dorrance St Ste 520, Providence, RI 02903

OPEN 24 HOURS

"Larry helped me sort through a daunting tax situation in minutes. Very knowledgeable, ethical, and a nice guy. Highly recommended."

YP
17 Years
in Business
Amenities:
Wheelchair accessible

8. Roger Lapierre - Financial Advisor, Ameriprise Financial Services

Roger Lapierre - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. K. Doyle Financial Planning - Ameriprise Financial Services

K. Doyle Financial Planning - Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: At K. Doyle Financial Planning, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

10. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

1 Financial Plz, Providence, RI 02903

CLOSED NOW:8:30 am - 4:30 pm

From Business: Welcome to Merrill Lynch in Providence, RI. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

YP
111 Years
in Business

11. Ted Trafton - Financial Advisor, Ameriprise Financial Services

Ted Trafton - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:7:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Samantha B. Buck - Financial Advisor, Ameriprise Financial Services

Samantha B. Buck - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Kevin Doyle - Financial Advisor, Ameriprise Financial Services

Kevin Doyle - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Eugene George Simone - Financial Advisor, Ameriprise Financial Services

Eugene George Simone - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Peter Bazirgan - Financial Advisor, Ameriprise Financial Services - Closed

Peter Bazirgan - Financial Advisor, Ameriprise Financial Services - Closed

1 Citizens Plz Ste 610, Providence, RI 02903

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. John F Poulton - Financial Advisor, Ameriprise Financial Services

John F Poulton - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Carrie McPherson - Financial Advisor, Ameriprise Financial Services

Carrie McPherson - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. Financial Architect Partners

Financial Architect Partners

42 Weybosset St, Providence, RI 02903

From Business: Financial Architects Partners is a subsidiary of National Financial Partners. Established in 1998, National Financial Partners is a leading independent distributor of financial…

20. TIAA Financial Services

TIAA Financial Services

15 Park Row W Ste 102, Providence, RI 02903

From Business: Our wealth management advisors in TIAA’s Providence, RI office are available to help clients achieve their financial goals by planning for lifelong income, saving for…

21. William J. Baugh - RBC Wealth Management Financial Advisor

William J. Baugh - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. Maureen Kerrigan - RBC Wealth Management Financial Advisor

Maureen Kerrigan - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Courtney Mahoney - RBC Wealth Management Financial Advisor

Courtney Mahoney - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

24. Richard Dichiaro - RBC Wealth Management Financial Advisor

Richard Dichiaro - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Robert Donohue - RBC Wealth Management Financial Advisor

Robert Donohue - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Joseph Abbate - RBC Wealth Management Financial Advisor

Joseph Abbate - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Greg Dudzik - RBC Wealth Management Financial Advisor

Greg Dudzik - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Robert L. Bourgault - RBC Wealth Management Financial Advisor

Robert L. Bourgault - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Prescott Wing - RBC Wealth Management Financial Advisor

Prescott Wing - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

30. Christopher Erickson - RBC Wealth Management Financial Advisor

Christopher Erickson - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…