Providence Wealth Advisors, LLC - Similar companies

Welcome to Providence Wealth Advisors, LLC, a Providence Bank & Trust Company. No matter your objective – retire young, prepa ... re for your child’s education or wedding, or working towards traveling post-retirement – we take the time to understand your plan and value the relationship we form together. As your financial partner, we welcome you to ask questions, discuss changes and monitor the progress of your portfolio at any time. Our team of professionals, in turn, will provide answers and recommendations to build and mold your portfolio to fit you. Our wealth management approach combines exceptional customer service with proven investment strategies for an even better tomorrow. In addition, our services extend to provide numerous trust services through our parent company, Providence Bank & Trust, so you can have peace of mind that your loved ones are provided for, the way you intend them to be, well into the future. PLEASE NOTE: Providence Wealth Advisors, LLC ("PWA") is a wholly owned affiliate of Providence Bank & Trust ("PB&T"). The investment products and services offered by PWA are independent of the products and services offered by PB&T and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Investment products and services are offered by appropriately licensed investment advisor representatives, subject to the general oversight and authority of PWA. Providence Wealth Advisors will often share links to articles or information that we feel our followers will find useful. Please know that any opinions expressed in these links do not necessarily reflect the opinions of PWA. PWA does NOT accept any personal or confidential information via LinkedIn or any other social media platform. However, we would love to talk with you in person or on the phone. Please access our website (link below) for contact information and contact us directly. read more