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WealthMax Financial GroupFinancial advisor in Bristol, RI

WealthMax Financial Group is a financial advisor at 655 Metacom Ave Unit 102, Bristol, RI 02809, ranked #1 of 155 financial advisors in Bristol and rated 5.0 from 86 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Bristol, RIUpdated 0 paid placements in any rankingHow we rank

Call (401) 366-2525Website ↗

Key facts

Key facts about WealthMax Financial Group
Address655 Metacom Ave Unit 102, Bristol, RI 02809Get directions
Phone(401) 366-2525
Websitewealthmaxfg.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM; Saturday: 9 AM – 1 PM
Google rating5.0 from 86 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Bristol and 11 towns within 25 miles: Warren, Barrington, Portsmouth, Warwick, East Providence, East Greenwich, Cranston, Middletown, Providence, Newport East and West Warwick.

Based in Bristol, RIView on map

Opening hours

Opening hours for WealthMax Financial Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
Saturday9 AM – 1 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about WealthMax Financial Group

How is WealthMax Financial Group ranked in Bristol?

WealthMax Financial Group is ranked #1 of 155 financial advisors in Bristol by RFA Score, with 74 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are WealthMax Financial Group’s hours?

WealthMax Financial Group is open Monday to Saturday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM; Saturday, 9 AM – 1 PM. On Saturdays it is open 9 AM to 1 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does WealthMax Financial Group serve?

Serves Bristol and 11 towns within 25 miles: Warren, Barrington, Portsmouth, Warwick, East Providence, East Greenwich, Cranston, Middletown, Providence, Newport East and West Warwick. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about WealthMax Financial Group?

WealthMax Financial Group has a rating of 5.0 from 86 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact WealthMax Financial Group?

Call WealthMax Financial Group on (401) 366-2525. The business is at 655 Metacom Ave Unit 102, Bristol, RI 02809. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

WealthMax Financial Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
WealthMax Financial Group (this business)—745.0 (86)YesNo
Capital Good Fund#2724.6 (488)NoNo12.3 mi
Bankers Life#3724.9 (132)NoNo9.8 mi

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