Best Financial Advisors in East Providence

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.6/5.0
Average Rating

East Providence Financial Landscape

The economy of East Providence is supported by a mix of manufacturing, healthcare, and retail sectors. Its strategic location near Providence enhances its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
47.1K (metro: 1.6M)
Median household income
$65,000
Unique needs
East Providence requires tailored financial strategies to address its unique economic landscape and demographic needs.
Market Insights
Economic Growth
According to BEA (2023), East Providence's economy has shown steady growth, driven by local manufacturing and service sectors.
Wealth Demographics
According to Census (2023), the median income in East Providence is approximately $65,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in the area are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), East Providence's cost of living is slightly above the national average, influenced by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in East Providence is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), East Providence offers a supportive business environment, though challenges remain in attracting new industries.

Top 5 Financial Advisors in East Providence

Providence Financial Advisors
★ ★ ★ ★ ★ 5
SK Wealth Management | Fee-Only Financial Planner
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: William Francis, CFP®
★ ★ ★ ★ ★ 5
Eliot Rose Wealth Management, LLC
★ ★ ★ ★ ★ 5
Northwestern Mutual - Financial Advisor: Adam Badeau
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in East Providence, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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East Providence-Specific Expertise
For East Providence residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
East Providence's reliance on manufacturing poses risks; diversify investments. Real estate may face bubble risks; monitor housing trends. Flooding and storms are concerns.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Rhode Island locations

Providence Warwick Cranston Pawtucket East Providence Woonsocket