3 Best Financial Services in Worcester, MA

“Joffrey Smith Financial Group works on a fee-based investment model, so they don’t have commissions on investments, creating conflicts of interest, and they don’t push unnecessary products or plans that might not be the best choice for you. Joffrey A. Smith is the Chief Executive Officer of Joffrey Smith Financial Group. He is an independent Certified Financial Planner® professional with over 22 years of experience working with individuals and businesses. He firmly believes that financial success can be the key to unlocking a world of possibilities, and he is here to make that amazing journey possible for each client he serves. His purpose is to be the unwavering source of support that guides his clients toward realizing their greatest financial aspirations.”

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“Carr Financial Group is a team of Certified Financial Planners™, experienced advisors, and dedicated administrative staff. Richard Carr is the president of Carr Financial Group. Their advisors work hard to understand and clarify each client’s goals and then design and implement a plan that is right for each client. They have built their business by creating lasting partnerships with their clients, based on their philosophy that wealth alone does not measure success. Carr Financial Group respects the gravity of the trust their clients place in every member of their team. They hold themselves to the highest standard of fiduciary responsibility to every one of their clients. They prioritize continuing education for each member of their team. Their goal is to remain a lasting and trusted resource in your journey.”

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“Forward Financial Services, Inc. is committed to serving its clients with unwavering dedication, free from external influences. Thomas M. Valentine Jr. is the founder of Forward Financial Services, Inc. He takes pride in his unique educational approach when it comes to working with his clients on financial planning. His area of expertise is working with individuals, families, and business owners by educating them on how to manage their cash flow and maximize their financial potential, all while making the appropriate plans to help protect their families and preserve accumulated wealth. Forward Financial Services, Inc. aims to provide an unparalleled level of service while challenging conventional methods of wealth accumulation. They provide a revolutionary blend of traditional planning methods and state-of-the-art approaches. They offer online consultations.”

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