Best Financial Advisors in Worcester, MA

Archstone Financial is a financial advisory firm with an office in Worcester. It guides clients in determining their investment needs and learning what options fit their unique circumstances. The financial planning and advice it provides clients include investment management and planning, retirement planning, education funding, insurance planning, and estate planning. Archstone Financial was founded in 2015 by five partners who have decades of experience in the industry and hold different certifications, such as CFP, CLU, CRPC, CLTC, and CIMA.

Carl P. Sherr & Co., LLC is a financial services company that serves clients in Worcester since 1964. The company provides financial planning solutions through a multi-step approach. It drafts individualized financial plans and offers investment management services and monitors clients' diversified portfolios. Carl Sherr, the company's founder and president, is the former chairman of the Small Firm Advisory Committee under the National Association of Securities Dealers. He is considered one of the pioneers of the "discount brokerage" concept.

Boyd Financial Strategies, Inc., a financial advisory firm established in 1983, serves individuals and businesses throughout the Greater Worcester area. It is composed of financial planners, insurance advisors, wealth managers, and attorneys. They help their clients take charge of their finances through budgeting, as well as investment, college, estate, retirement, and generational planning. Rosemarie A. Boyd, the founder of the company, achieved her financial planning certification in 1985 and is in charge of all the financial planning matters at the firm.

B&D Advisors, which has offices in Worcester, Boston, and Framingham, has been providing financial services for 30 years. Its financial planning process involves understanding portfolios and goals, assessing financial statuses, creating and implementing strategies based on approved recommendations, and keeping track of portfolio progress. The company was established by the law firm Bowditch & Dewey, LLP. One of its financial advisors, Michael D. Brockelman, is a CFP and former Estate and Business Planning Council of Worcester County president with a background in taxation.

Larson, Potter, Stratton & Cote Financial is an independent financial planning and asset management firm serving clients in Worcester. It provides an assortment of wealth management services, such as financial planning, retirement planning, and tax reduction strategies. The company's principal advisors have more than 100 years of industry experience, including managing partner Drew K. Stratton who has been in financial management services for over 25 years. He has been named as a Leaders Level advisor for 2020.

Bartholomew & Company is a financial and investment planning company that serves individuals and families throughout Worcester. It offers a wide range of services, including investment management, as well as retirement, tax, education, estate, and insurance planning. For businesses, the firm handles risk management, executive, and succession planning solutions. Company founder Thomas Bartholomew established the firm in 1994. He has received various industry awards, such as being ranked among the Financial Times 400 Top Financial Advisors from 2015 to 2020.

Tinsley Financial Group, LLC, is a Marlborough-based firm that serves the Worcester area. Covered in its range of wealth management services is retirement planning, which involves addressing concerns regarding IRAs, qualified employer-sponsored plans, and executive deferral plans. Furthermore, the financial planners from this firm provide retirement consulting services for both employees and employers, and they also offer risk management and estate planning assistance. David N. Tinsley, one of the company's advisors, worked in the banking field prior to entering the financial services industry in 1980.

Headquartered in Worcester, Joffrey Smith Financial Group provides investment advisory and management services. It is a full-service firm handling a client's whole financial picture, including investments, estates, taxes, retirement plans, and cash flow management. Additionally, it reviews insurance policies to check if the person is adequately covered should the unexpected happen. The company's namesake and CEO, Joffrey Smith, has been serving the community for 18 years. Smith is a Certified Financial Planner and a Chartered Financial Consultant.