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Financial Advisors in Wakefield, Rhode Island

Our hand-picked list of 7 financial advisors serving Wakefield, Rhode Island. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Wakefield

Financial professionals in Wakefield should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Rhode Island securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Rhode Island, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Wakefield

D & P INVESTMENT ADVISORS, LTD.

10 HIGH STREET, WAKEFIELD, RI 02879

📞 (401) 792-••••

MCGUIRE WEALTH MANAGEMENT

105 MAIN STREET, WAKEFIELD, RI 02879

📞 (401) 364-••••

424 CAPITAL, LLC

301 EDGEWATER PLACE,, WAKEFIELD, MA 01880

📞 (781) 295-••••

FLAGSHIP WEALTH ADVISORS, LLC.

301 EDGEWATER PLACE, WAKEFIELD, MA 01880

📞 (800) 631-••••

SENTINEL PENSION ADVISORS, LLC.

100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880

📞 (781) 914-••••

VESTMARK ADVISORY SOLUTIONS, INC.

100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880

📞 (888) 355-••••

PRIDES CROSSING CAPITAL MANAGEMENT, LLC

701 EDGEWATER DRIVE

📞 781-716-••••

Frequently Asked Questions

Where can I find financial advisors in Wakefield, Rhode Island?

Wakefield, Rhode Island has 7 financial advisors listed in our directory. D & P INVESTMENT ADVISORS, LTD. is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Rhode Island?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Rhode Island, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Wakefield?

Financial professionals in Wakefield should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Rhode Island securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Wakefield?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Wakefield-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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