Find a Financial Advisor 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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

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 1581

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

AAFCPAS WEALTH MANAGEMENT, LLC

Website

(508) 366-9100

50 Washington Street

Westborough, MA 1581

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

COPPERTREE®, LLC

Website

(508) 719-8510

80 Flanders Road
Suite 302
Westborough, MA 1581

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

THE PATRIOT FINANCIAL GROUP, LLC

Website

(508) 251-6100

182 Turnpike Road
Suite 200
Westborough, MA 1581

SEC#: 801-80245
Years in Business: 7 years

FINIVI INC.

Website

(508) 870-0440

1400 Computer Drive

Westborough, MA 1581

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

CADENCE WEALTH MANAGEMENT LLC

Website

(508) 898-0400

1800 West Park Drive
Suite 330
Westborough, MA 1581

SEC#: 801-78941
Years in Business: 8 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(508) 620-1000

One Research Drive
Suite 100B
Westborough, MA 1581

SEC#: 801-41541
Years in Business: 29 years

SAGEPOINT FINANCIAL, INC.

Website

(800) 427-9781

1500 West Park Dr
Suite 100
Westborough, MA 1581

SEC#: 801-64721
Years in Business: 16 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 251-6100

182 Turnpike Rd. Suite 200

Westborough, MA 1581

SEC#: 801-80245
Years in Business: 7 years

 


Worcester County, MA Financial Advisor FAQs

Yes, you probably need a financial advisor. Financial advisors can help keep you on track with an appropriate savings/investment strategy, both for the short-term and long-range future.
The first step is to determine what resources you have at your disposal. Assess what kind of service the adviser is recommending, and be honest with yourself about all aspects - such as how much time they'll need from you, if their agreement includes commissions on products sold, etc. Next, find out more about each potential advisor - do some background research on them by checking for any business litigation cases they've been involved in and any legal infractions either recently or over a period of two years.
A financial advisor helps you manage your money. They do this by providing you with an assessment of your current assets, goals, and risk tolerance to come up with a plan for you.
What are his qualifications? What is his approach to management? Does he specialize in a certain area of the market, such as stocks or bonds?