Providential Partners, LLC Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Providential Partners, LLC operates in the financial services sector and serves a diverse client base with a range of financial needs and values. The firm develops customized strategies for goals such as sustainable investing and retirement income planning. It emphasizes high-quality client service as a defining aspect of its practice. Based in New Bedford, Massachusetts, it serves clients across the country and uses a variety of technologies to maintain contact when in-person meetings are not feasible. 

Securities and investment advisory services are offered through Osaic Wealth, Inc., with Providential Partners remaining independently owned relative to Osaic Wealth and its affiliates. The company is a small team, adopting a boutique approach within the broader financial services landscape.

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