Find a Financial Advisor in Worcester, MA

 

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

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We Only Work With The Best Worcester 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, MA


  • Financial Advisor Close to Worcester, 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, 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, MA

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

  • Population: 185,143
  • % of Population 62 Years and Over: 16.9%
  • Average Home Value: $227,200
  • Average Monthly Housing Cost: $1,172
  • Average Household Income: $68,613
  • 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, MA

 

CUTLER CAPITAL MANAGEMENT

Website

(508) 757-4455

306 Main St
2nd Floor
Worcester, MA 1608

SEC#: 801-57382
Years in Business: 21 years

THE BERRY GROUP

Website

(508) 713-9580

1 Mercantile Street
Suite 750
Worcester, MA 1608

SEC#: 801-116864
Years in Business: 2 years

CARL P. SHERR & CO., LLC

Website

(508) 791-7126

446 Main Street

Worcester, MA 1608

SEC#: 801-66673
Years in Business: 15 years

OPUS INVESTMENT MANAGEMENT, INC.

Website

(508) 855-6689

440 Lincoln St

Worcester, MA 1653

SEC#: 801-44189
Years in Business: 28 years

COMMONWEALTH EQUITY SERVICES, LLC

Website

(508) 753-8807

370 Main Street
Suite 1000
Worcester, MA 1608

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

PRIVATE ADVISOR GROUP, LLC

Website

(508) 795-0264

20 Park Avenue

Worcester, MA 1605

SEC#: 801-72060
Years in Business: 11 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(508) 926-1458

100 North Parkway
Suite 201
Worcester, MA 1605

SEC#: 801-108179
Years in Business: 5 years

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 244-4393

51 Pullman St

Worcester, MA 1606

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

THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC

Website

(508) 749-0358

11 Foster Street
Suite 200
Worcester, MA 1801

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

 


Worcester, MA Financial Advisor FAQs

Financial advisors typically cost between one to five-hundred dollars per hour. This applies for both hourly fee services and commission-based service agreements.
A financial advisor earns their money when you make an investment by charging a percentage on it in return for giving advice on what stocks to invest in based off of your risk tolerance.
If possible, ask for referrals from people who have had an experience with financial advisors and diligently inquire on their experience.
Financial advisors provide advice on such matters as budgeting, saving for retirement, and investing.