Laurels

Best Financial Advisors in Worcester
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Worcester Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 49 33 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Boyd Financial Strategies, Inc.

  • Estate Planning
  • Insurance Products
  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

255 Park Avenue
Worcester, MA 01609

Website

Carl P. Sherr & Co., LLC

  • Certified Financial Planner (CFP)

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.

446 Main Street
Worcester, MA 01608

Website

Cobblestone Financial Advisors

  • Insurance Products
  • Certified Financial Planner (CFP)

Cobblestone Financial Advisors offers professional advice on the concepts of personal finance and how clients can use these concepts to reach their financial objectives. Serving Worcester and the surrounding communities, the team of financial advisors is led by President Wendy Jo Bellerive. With prior experience as a branch administrator and senior client service representative, Bellerive helps individuals plan for retirement and assists small and medium-size businesses on issues regarding 401(k). Bellerive has been in the financial advisory industry since 2001.

67 Millbrook Street
Worcester, MA 01606

Website

Larson, Potter, Stratton & Cote Financial

  • Estate Planning
  • Retirement Planning

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.

108 Grove Street
Worcester, MA 01605

Website

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