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Financial Planners in Plainfield, CT: 2026 rankings

50 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Plainfield: Bankers Life, RFA Score 71/100; 4.9★ from 132 Google reviews.

  2. 2

    Most-reviewed: Premier Planning Professionals, 84 Google reviews at 5.0★, the most of 50 ranked after Bankers Life; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

50 Plainfield financial planners are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.8★ across 50 rated firms.

Top 10 financial planners in Plainfield at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Plainfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Bankers Life714.9★ (132)Warwick, 24 mi awayTop score
2Premier Planning Professionals705.0★ (84)Waterford, 24 mi awayMost reviews
3Marco Moretti, CRPC® CLTC695.0★ (69)Cranston, 24 mi away—
4Mutual of Omaha Mortgage684.7★ (61)West Warwick, 21 mi away—
5Anthony V Ricci, CPA, Inc.684.9★ (55)Warwick, 24 mi away—
6Financial Independence, LLC685.0★ (51)Warwick, 24 mi away—
7Eliot Rose Wealth Management, LLC674.9★ (42)East Greenwich, 23 mi away—
8Northeast Investment Group664.9★ (35)Cranston, 24 mi away—
9Patrick O'Brien - Financial Advisor, Ameriprise Financial Services, LLC665.0★ (16)Killingly Center, 16 mi away—
10Oceanstate Financial Services645.0★ (18)Warwick, 24 mi away—

All 50 financial planners in Plainfield, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Plainfield

    #1 Bankers Life

    Based in Warwick, 24 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 132 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 132 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    475 Kilvert St #300, Warwick, RI 02886
    View profile for Bankers Life(401) 732-5213

  4. #4 Mutual of Omaha Mortgage

    Based in West Warwick, 21 mi away

    68/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 61 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 61 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    1350 Division Rd Ste 104, West Warwick, RI 02893
    View profile for Mutual of Omaha Mortgage(401) 465-9326

  8. #8 Northeast Investment Group

    Based in Cranston, 24 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.9★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    1000 Chapel View Blvd Suite 200, 2nd Flr, Cranston, RI 02920
    View profile for Northeast Investment Group(401) 213-8318

  13. #13 Eastern Bank

    Based in Cranston, 25 mi away

    63/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.3★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 27 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    1155 Reservoir Ave, Cranston, RI 02920
    View profile for Eastern Bank(401) 943-2885

  15. #15 Peloquin & Co LLC

    Based in Killingly Center, 9 mi away

    63/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    90 Westcott Rd, Danielson, CT 06239
    View profile for Peloquin & Co LLC(860) 774-4009

  16. #16 Lifetime Advisors Group

    Based in North Kingstown, 23 mi away

    63/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.7★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 13 Google reviews
    Hours
    Mon–Thu 8 AM–6 PM · Fri–Sun closed
    Address
    1130 Ten Rod Rd Ste F102, North Kingstown, RI 02852
    View profile for Lifetime Advisors Group(401) 821-0080

  17. #17 Sound Financial Partners

    Based in Westerly, 22 mi away

    63/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    85 Beach St Bldg D, Unit 17A, Westerly, RI 02891
    View profile for Sound Financial Partners(401) 642-4333

  20. #20 Eastern Bank

    Based in Warwick, 24 mi away

    62/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.4★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 14 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    3830 Post Rd, Warwick, RI 02886
    View profile for Eastern Bank(401) 885-0367

  21. #21 M&T Bank

    Based in Waterford, 24 mi away

    62/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.2★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–4 PM · Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    716 Broad St, Waterford, CT 06385
    View profile for M&T Bank(860) 447-1401

All 50 financial planners

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile.

financial planners in Plainfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Bank of America (with Drive-thru ATM)613.6★ (24)24 mi
27Bank of America (with Drive-thru ATM)613.8★ (18)24 mi
28Bank of America (with Drive-thru ATM)612.8★ (47)17 mi
29Massey And Associates, Inc614.3★ (9)23 mi
30Bank of America (with Drive-thru ATM)612.6★ (63)15 mi
31Bank of America (with Drive-thru ATM)613.2★ (35)24 mi
32Fradin & Company Ltd, Inc.613.7★ (12)23 mi
33Janney Montgomery Scott605.0★ (5)23 mi
34Eastern Bank604.0★ (7)23 mi
35Doherty Financial Services LLC605.0★ (3)19 mi
36Sandra L Peters - Financial Advisor, Ameriprise Financial Services, LLC605.0★ (5)24 mi
37Pioneer Financial Group604.3★ (6)24 mi
38Neil Anthes - Raymond James605.0★ (4)22 mi
39Merrill Lynch Wealth Management595.0★ (3)21 mi
40Lincoln Capital Corporation595.0★ (4)24 mi
41Alpha Dog Advisors594.2★ (5)25 mi
42Coastal Wealth Management - Ameriprise Financial Services, LLC593.4★ (5)23 mi
43Dowd & Associates Seniors Financial595.0★ (3)23 mi
44Professional Planning Group593.7★ (3)21 mi
45Old Forge Wealth Management595.0★ (3)24 mi
46T M Burrows Associates LLC595.0★ (3)24 mi
47Pinnacle Wealth Management585.0★ (3)24 mi
48Independence Financial Partners583.5★ (4)24 mi
49Bank of America (with Drive-thru ATM)582.4★ (77)22 mi
50Gratitude Financial Group - Ameriprise Financial Services, LLC572.0★ (3)23 mi

Also serving Plainfield

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Plainfield
BusinessGoogle ratingDistance
Abbe Lassow - Financial Advisor, Ameriprise Financial Services, LLC4.5★ (2)17 mi
Balanced Wealth Management5.0★ (2)21 mi
Dream Builders Financial Services5.0★ (2)24 mi
FCIG Wealth - Member FINRA/SIPCIn Plainfield
Fritzsche Financial5.0★ (1)3 mi
Greenwich Bay Wealth Management5.0★ (2)24 mi
Horizon Financial Solutions5.0★ (1)18 mi
Integrated Financial Partners5.0★ (2)24 mi
Lax and Company5.0★ (2)24 mi
Mark Grillo: Primerica - Financial Services5.0★ (3)In Plainfield
Northwestern Mutual5.0★ (1)13 mi
Northwestern Mutual Financial3.0★ (2)13 mi
People's Securities Inc2.0★ (1)13 mi
Phillip Nutting - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)24 mi
Rose City Financial Services5.0★ (2)13 mi
Sardelli & Hutchinson Wealth Management5.0★ (2)21 mi
Silva Dollars5.0★ (5)In Plainfield
Spinnaker Asset Management Inc5.0★ (2)23 mi
Steven DeGraff, DeGraff Financial5.0★ (2)22 mi
WHZ Strategic Wealth Advisors1.0★ (1)16 mi

How we ranked Plainfield financial planners

We scored 50 Plainfield financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Plainfield data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Plainfield: frequently asked questions

Which financial planner has the highest RFA Score in Plainfield?

By RFA Score, the highest-ranked financial planner in Plainfield, CT is Bankers Life with an RFA Score of 71/100. It has 4.9★ from 132 Google reviews. Premier Planning Professionals (#2) and Marco Moretti, CRPC® CLTC (#3) follow. We ranked 50 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Plainfield?

RankedFinancialAdvisors ranks 50 financial planners serving Plainfield, CT. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Plainfield work on weekends?

11 of 50 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Eastern Bank (#13), Bank of America (with Drive-thru ATM) (#18) and Eastern Bank (#20). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Plainfield financial planners have?

The median Google rating among 50 rated financial planners in Plainfield is 4.8★, with a median of 13 reviews. Bankers Life has the most, 132 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Plainfield count in this ranking?

Yes, if they are within 25 mi of the Plainfield city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Plainfield ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Plainfield a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Plainfield

  1. November 2026: RFA Scores recalculated for 50 financial planners serving Plainfield.

More financial planners and Plainfield pages