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Financial Planners in Downtown Providence Providence, RI

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1. 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

2. 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…

3. Ted Trafton - Financial Advisor, Ameriprise Financial Services

Ted Trafton - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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…

4. 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…

5. Wells Fargo Advisors

Wells Fargo Advisors

Providence, RI 02903

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

7. Charles Schwab

Charles Schwab

1 Financial Plz, Providence, RI 02903

CLOSED NOW:Closed
Amenities:
Wheelchair accessible

8. Fidelity Investments

Fidelity Investments

10 Memorial Blvd, Providence, RI 02903

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
79 Years
in Business

9. Santander Bank

Santander Bank

1 Financial Plz, Providence, RI 02903

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

From Business: This Tower Office Santander Bank branch is here to help serve your financial needs. With checking accounts, money market savings accounts, auto loans, personal loans, online…

YP
123 Years
in Business

15. 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

16. 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

17. Roger Lapierre - Financial Advisor, Ameriprise Financial Services

Roger Lapierre - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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. K. Doyle Financial Planning - Ameriprise Financial Services

K. Doyle Financial Planning - Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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…

19. Jerome Sullivan - TD Wealth Financial Advisor

Jerome Sullivan - TD Wealth Financial Advisor

180 Westminster St, Providence, RI 02903

CLOSED NOW:Closed

From Business: Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial…

20. 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:Closed

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…

21. Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

Ed Pontarelli - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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…

22. Kevin Doyle - Financial Advisor, Ameriprise Financial Services

Kevin Doyle - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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…

23. 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:Closed

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…

24. 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…

25. 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:Closed

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…

26. Carrie McPherson - Financial Advisor, Ameriprise Financial Services

Carrie McPherson - Financial Advisor, Ameriprise Financial Services

1 Citizens Plz Ste 610, Providence, RI 02903

CLOSED NOW:Closed

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…

27. 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:Closed

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. Maureen Kerrigan - RBC Wealth Management Financial Advisor

Maureen Kerrigan - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:Closed

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. Courtney Mahoney - RBC Wealth Management Financial Advisor

Courtney Mahoney - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:Closed

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. Richard Dichiaro - RBC Wealth Management Financial Advisor

Richard Dichiaro - RBC Wealth Management Financial Advisor

500 Exchange St Ste 1102, Providence, RI 02903

CLOSED NOW:Closed

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…