Financial Planners in Smithfield, RI

Refine
Sort by
Features

1. Santander Bank

Santander Bank

410 Putnam Pike, Smithfield, RI 02917

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

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

YP
123 Years
in Business

2. Fidelity Investments - Corporate Office

Fidelity Investments - Corporate Office

500 Salem St, Smithfield, RI 02917

From Business: Select services available at Fidelity Investor Centers We have placed secure drop boxes at Fidelity Investor Center locations for the following services that cannot be…

YP
79 Years
in Business

3. Edward Jones - Financial Advisor: Kevin R LeBlanc

Edward Jones - Financial Advisor: Kevin R LeBlanc

466 Putnam Pike Unit 3, Greenville, RI 02828

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

4. Edward Jones

Edward Jones

466 Putnam Pike Unit 3, Greenville, RI 02828

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

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

5. Raymond Arruda Jr - Financial Advisor, Ameriprise Financial Services

Raymond Arruda Jr - Financial Advisor, Ameriprise Financial Services

640 George Washington Hwy Bldg A, Lincoln, RI 02865

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…

6. CareOne Debt Relief Services

CareOne Debt Relief Services

Serving the Smithfield Area

CLOSED NOW:Closed

From Business: CareOne Debt Relief Services is the nation's largest brand of debt relief, with over 5 million people helped to date. Call our certified personal finance counselors now for a…

9. Hilltop Securities Inc.

Hilltop Securities Inc.

652 George Washington Hwy Unit 202, Lincoln, RI 02865

CLOSED NOW:Closed

From Business: HilltopSecurities is a full-service broker-dealer that provides forthright advice and tailored solutions to municipal issuers, institutions, broker-dealers, RIAs and…

YP
53 Years
in Business

10. Lepine Financial Advisors

Lepine Financial Advisors

6 Blackstone Valley Pl Bldg 1, Lincoln, RI 02865

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

From Business: We understand that planning your financial future and making the right decisions in these uncertain times can be very challenging and somewhat overwhelming. At Lepine Financial…

11. 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

12. Wells Fargo Advisors

Wells Fargo Advisors

1 Citizens Plz, 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…

13. 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…

14. Jodi Gaynor - Thrivent

Jodi Gaynor - Thrivent

26 Hartford Pike Ste 5, North Scituate, RI 02857

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Jodi Gaynor is committed to providing financial advice,…

15. Bryan Schmeling - Thrivent

Bryan Schmeling - Thrivent

26 Hartford Pike Ste 5, North Scituate, RI 02857

CLOSED NOW:Closed

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Bryan Schmeling is committed to providing financial advice,…

16. Steven L Lavergne - Financial Advisor, Ameriprise Financial Services

Steven L Lavergne - Financial Advisor, Ameriprise Financial Services

1855 Mendon Rd, Cumberland, RI 02864

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

17. Pegasus Financial Group

Pegasus Financial Group

728 Valley St Lowr LEVEL, Providence, RI 02908

From Business: For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Thatâ??s where my firm…

18. 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…

19. 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…

20. 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…

21. 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…

22. 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…

23. 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…

24. Greg Dudzik - RBC Wealth Management Financial Advisor

Greg Dudzik - 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…

25. 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: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…

26. Jim Wing - RBC Wealth Management Financial Advisor

Jim Wing - 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…

27. Prescott Wing - RBC Wealth Management Financial Advisor

Prescott Wing - 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. Christopher Erickson - RBC Wealth Management Financial Advisor

Christopher Erickson - 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. Dan Kennedy - RBC Wealth Management Financial Advisor

Dan Kennedy - 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. Christopher Kennedy - RBC Wealth Management Financial Advisor

Christopher Kennedy - 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…

We found 139 results for Financial Planners in or near Smithfield, RI.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investments. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Providence, College Hill, and Blackstone.