3 Best Financial Services in Worcester, MA

“Joffrey Smith Financial Group is led by Joffrey A. Smith, who serves as the Chief Executive Officer. He holds a Bachelor of Science in Business Administration from the University of Hartford and an MBA from Queen's University. He holds a Series 65 registration through Joffrey Smith Financial Group and has Series 6, 7, and 63 registrations. He is also a CERTIFIED FINANCIAL PLANNER. He and his team are dedicated to helping individuals achieve their financial goals. The firm offers various financial products and services to individuals and business owners. They are committed to maintaining the highest integrity and professional standards. They give investors ongoing financial guidance to achieve their individual investment goals. They can customize investment portfolios, help you with retirement fund rollovers, provide insurance planning, and create long-term retirement plans.”

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“Carr Financial Group is dedicated to helping clients achieve their financial goals. The group was founded by Richard Carr, who began his career in financial services after graduating from The College of the Holy Cross in Worcester, MA. He received his Bachelor of Arts degree in Economics, with concentrations in Computer Science and Russian. He also earned and maintained eight professional designations, including the CERTIFIED FINANCIAL PLANNER PRACTITIONER, CFP®. He received his Masters Degree in Financial Planning from the American College. Carr Financial Group provides exemplary services across all aspects of financial planning. The firm has certified financial planners, experienced advisors, and dedicated administrative staff in Worcester. Their team works together with their clients and provides supportive advice. They create a plan based on your values and lifestyle.”

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“Forward Financial Services, Inc. was founded by Thomas M. Valentine Jr., who also serves as the president of the company. His expertise lies in working with individuals, families, and business owners, educating them on managing their cash flow and maximizing their financial potential. He takes pride in his unique educational approach to financial planning. His team serves clients throughout New England and across the country. The firm offers a full spectrum of financial services and works with a network of partners and affiliates to meet and exceed client expectations. They provide objective guidance and strategies that enhance your financial confidence. Their vision is to provide an unparalleled level of service while challenging conventional methods of wealth accumulation. At Forward Financial Services, Inc., they provide a revolutionary blend of traditional planning methods and state-of-the-art approaches. They offer online consultations.”

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