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.

06/03/2026

Taxpayers may now benefit from a new auto loan interest deduction of up to $10,000 for interest paid on qualifying new auto loans.

05/26/2026

U.S. households with assets totaling $1 million to $2 million have much of their wealth locked up in retirement accounts and primary residences.

05/21/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

05/12/2026

A volunteer vacation allows you to give back, meet new people who share your interests, and immerse yourself in a different culture.

05/05/2026

Crypto scammers are professional con artists. Here are some red flags to watch out for.

04/27/2026

Although a tax refund is your money to begin with, it can feel like a windfall to spend, save, or invest.

04/21/2026

Your tax return is full of useful information. Here are four things you could learn about your finances.

04/17/2026

Aging is a journey, and it may help to consider the perspective of those who are further along the path.

04/03/2026

The IRS is now turning to artificial intelligence (AI) to overhaul its technology infrastructure, strengthen compliance, and improve taxpayer services.

03/26/2026

It's natural to be concerned with the economic impact of the war with Iran.

Address

227 Union Street, Ste 702
New Bedford, MA
02740

Telephone

+15089921700

Website

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