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About

About This Business

Providence Financial Advisors provides financial planning services, including fiduciary-level portfolio management and long-term care options. The company assists clients with investment strategies by offering five different risk-level portfolios that are actively managed and reallocated multiple times annually. Services also include future planning through traditional and modern methods, such as MoneyGuidePro, to help clients document goals and understand financial situations. Clients have two pre-scheduled meetings per year with their advisor, which can be conducted via Zoom or in one of their offices. The business provides services to commercial customers.

BBB Accredited Since: 3/17/2025

Years in Business: 1

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Business Details

BBB File Opened:
3/3/2025
Business Started:
2/1/2024
Business Incorporated:
2/12/2024
Type of Entity:
Limited Liability Company (LLC)
Business Management:
David Allen, Owner
Number of Employees:
2

Additional Contact Information

Principal Contacts
David Allen, Owner
Customer Contacts
David Allen, Owner
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 2312702q for this business, issued by United States Securities and Exchange Commission. The expiration date of this license is 3/31/2026.

United States Securities and Exchange Commission

100 F Street, NE

Washington DC 20549

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