Worcester, MA Financial Advisors and Resources



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: 10 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


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.)


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.