JOFFREY SMITH FINANCIAL GROUP
Joffrey Smith Financial Group is a leading financial services firm in Worcester, Massachusetts. JOFFREY SMITH FINANCIAL GROUP is one of the Three Best Rated® Financial Services in Worcester, MA.
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Before meeting with Joff I didn’t put much time into any future Financials. He sat me down talked about any and all my debts as well as income. He helped me figure out a good start to retirement planning as well as life insurance but also helped me come up with a plan for the debt I have. Very knowledgeable and also a great guy to talk with.
Called several places for an appointment with a financial advisor and kept getting told bookings were 2-3 weeks out. I had heard Josh’s name from friends. I called him on Thursday- left a message asking him if he could call me back. He did and was able to arrange time out of his busy schedule and gave an appointment for the following day.
Joffrey worked with both myself and my wife and did a terrific job sorting out our complicated financial situation. He also helped us migrate a number of old 401K accounts. I highly recommend Joff to anyone looking for a great financial advisor.
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Location / Contact:
- 8 Norwich Street, Worcester, MA 01608
- Phone : (508) 749-0358
- EMail : jof***@j***.com
- Website : joffreysmith.com
Working Hours:
Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment
TBR® Inspection Report:
Nearby Financial Services in Worcester:
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CARR FINANCIAL GROUP 20 Park Avenue, MA 01605
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FORWARD FINANCIAL SERVICES, INC. 645 Chandler Street, MA 01602