Providential Partners, LLC

Providential Partners, LLC "Helping you plan and invest with your personal values." Understanding our client’s philosophy about their money is at the very heart of our financial advice.

At Providential Partners, LLC we help families, individuals and business owners achieve their unique financial goals and objectives. While we conduct traditional financial planning and wealth management we also cater to those investors who wish to take consideration of their personal values in their investments. Our mission is to provide a superior client experience commensurate with client needs

by offering holistic financial solutions that are delivered by a team of experienced and distinguished professionals. Our team approach allows us to maximize our resources in order to provide our clients with the highest level of service to our clients. We are licensed to sell Insurance Products in the following states: MA, RI, CA, GA, NH, SC, KY, OH

We are licensed to sell Securities in the following states: CA, CO, CT, DE, FL, GA, HI, KY, MA, ME, NH, NJ, NV, NY, PA, RI, SC, TX, VA


Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Providential Partners, LLC is independent of Osaic Wealth, Inc. and any of its affiliated companies.

08/31/2026

The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.

08/31/2026

When a major storm hits, the damage can feel overwhelming long before the insurance paperwork begins.

08/26/2026

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08/11/2026

Tax reference numbers at a glance.

08/04/2026

Women may have unique estate planning concerns.

07/28/2026

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

07/21/2026

While the media typically cites the consumer price index, the Federal Reserve prefers a different measure of inflation.

07/14/2026

Taxpayers can claim a federal tax deduction of up to $25,000 for qualified tips earned for tax years 2025-2028.

07/07/2026

Electricity rates have surged more than 20% since 2022 in some places, partly due to new demand from AI.

06/30/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

Address

227 Union Street, Ste 702
New Bedford, MA
02740

Telephone

+15089921700

Website

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