Find a Financial Planner in Worcester County, MA

 

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We did the hard work of finding trustworthy partners in Worcester County, MA.

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We Only Work With The Best Worcester County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Worcester County, MA


  • Financial Advisor Close to Worcester County, MA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Worcester County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Worcester County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Worcester County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
19.2% of Worcester County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Worcester County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Worcester County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Worcester County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Worcester County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Massachusetts has unique laws defining which actions trigger a taxable event and has the 20th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Worcester County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Worcester County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Worcester County, MA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Worcester County, MA

We evaluated over 13,000 RIA firms to bring you the best of the best Worcester County financial advisors.
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How Retirement-Friendly is Worcester County, MA?

  • Population: 824,772
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $284,900
  • Average Monthly Housing Cost: $1,315
  • Average Household Income: $97,304
  • Massachusetts Total Tax Burden: 8.77% (20th Highest in U.S.)
  • Massachusetts Property Tax: 3.57% (13th Highest in U.S.)
  • Massachusetts Individual Income Tax: 3.29% (6th Highest in U.S.)
  • Massachusetts Sales and Excise Tax: 1.91% (6th Lowest in U.S.)


The Top Financial Advisor Firms in Worcester County, MA


GRIMES & COMPANY, INC.

Website

(508) 366-3883

110 Turnpike Rd
Suite 100
Westborough, MA 01581

SEC#: 801-57193
Years in Business: 21 years

AAFCPAS WEALTH MANAGEMENT, LLC

Website

(508) 366-9100

50 Washington Street

Westborough, MA 01581

SEC#: 801-76885
Years in Business: 9 years

COPPERTREE®, LLC

Website

(508) 719-8510

80 Flanders Road
Suite 302
Westborough, MA 01581

SEC#: 801-83167
Years in Business: 6 years

THE PATRIOT FINANCIAL GROUP, LLC

Website

(508) 251-6100

182 Turnpike Road
Suite 200
Westborough, MA 01581

SEC#: 801-80245
Years in Business: 6 years

FINIVI INC.

Website

(508) 870-0440

1400 Computer Drive

Westborough, MA 01581

SEC#: 801-112470
Years in Business: 3 years

CADENCE WEALTH MANAGEMENT LLC

Website

(508) 898-0400

1800 West Park Drive
Suite 330
Westborough, MA 01581

SEC#: 801-78941
Years in Business: 7 years