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Accounting Solutions

(45)

Tax Services, Innocent Spouse Relief, Bankruptcy Options

“The experience I've had each and every time we've met has always been one of knowing I've chosen a consultant/a firm that always delivers 1st rate professionalism, along with giving me the assurance that I've placed my tax needs and questions in know...”

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Joffrey Smith Financial Group

(4)

Financial Advisor in Worcester, MA, Insurance Planning, Retirement Planning

“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.”

Featured

Pandemic, wars, inflation, political fights, interest rate spikes, recessions, fears of bigger recessions, and every other reason to hide your money under the mattressâ¦ yet LOOK í ½í± at the last 10 years in the U.S. stock market!nnNo seriously.nnLook. â¬ï¸ nnIf youâre one of those scared money people who told everyone youâre waiting on the sidelines for a better entry point, you missed out on a ton of growthâ¦ nnNow, youâre probably thinking of more excuses why you should wait even longer before investing.nnBut while you sit your money on the sidelines and watch the news proclaim that the world is ending tomorrow, steady investors are building wealth.nnYouâve heard the saying: âThe best time to plant a tree was 30 years ago, and the second best time isâ¦.nnToday.ânnFor your financial securityâs sake, ignore the daily fear propaganda and the noisy news and get your money working for you.nnYour salary isnât the problem; overspending and underinvesting are the problem. nnRemember, you canât earn your way to financial freedom. You can only get there through INVESTING. í ½í³nn#Wealth #Investing #Growth #certifiedfinancialplanner nnPs. While the government is spending and borrowing and inflation is high, your only hope in fighting that battle is through investing. nnâââââââââââââââ-nnPps. If you want more actionable ways to increase your lifestyle & financial freedom,nContact me for a free consultation.nwww.joffreysmith.com...

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Bisceglia, Steiman & Fudeman

(1)

“Staffs always there to answer your questions and give you the best advice to maximize your tax benefits.”

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Joseph J. Szela & Associates

(4)

Tax Services, Auditing, Bookkeeping

“Always gets right on my emails and takes care of everything professionally.”

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O'Connor Maloney & Co

(2)

“I've worked with Steve for the past 10+ years and he and his team are always professional, communicative, and give great insights that have saved me money, stress, and time.”

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Goulet Salvidio & Associates, CPA

(3)

IRS Seizures, Audits - Reviews - Compilations, Succession Planning

“I called to ask a question during their busiest time and was treated as I was the only important one.”

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Larson, Potter, Stratton & Cote Financial

(4)

Financial Planning, Tax Strategy, Retirement Planning

“When you make a decision to allow someone to be responsible with your money so that you may sleep at night, and be able to eat and survive in this tumultuous world, you want to be sure they are the right one.”

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Aaron T. White, CPA

“We strive to provide quality, personalized tax, accounting and financial planning services with professional integrity as well as guidancecovering a wide range of financial and business needs. In addition to traditional accounting and tax services, w...”

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Holloway

(3)

Individuals, Tax Planning, Business Tax Returns

“Have used them for years and can rely on them to get your taxes done properly.”

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HSI Trust - Homesavers

(3)

“After spending a few minutes talking to Bruce, the owner, I knew this was the right agency to help my situation.”

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Green Future Wealth Management

Investment Management, Retirement Income Planning, Retirement Planning

“Do you feel as if you are working hard every day to live a lifestyle that honors your values, while also trying to act responsibly and plan for the future? At Green Future Wealth Management, we spend the time up front with our clients to discover wha...”

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Archstone Financial

(2)

“Accessible, returns calls and emails promptly, really listens to clients needs, and helps bring their goals to fruition.”

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Dream Big Financial

(1)

“Julianne is very intelligent, outgoing, and responsive with her work.”

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Bartholomew & Company

(1)

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New Harbor Financial Group

“New Harbor Financial Group's team of CERTIFIED FINANCIAL PLANNER™ professionals provides individuals, families, and institutions with access to a full range of financial planning and guidance services.”

FAQs

Will you invest in alternative assets like commodities or real estate?

There are times when these asset classes can be important sources of added return, and can potentially reduce overall portfolio risks due to their low correlation with traditional assets, such as stocks and bonds. When our technical models suggest, we will invest modest amounts of client funds in such alternative asset classes as commodities (energy, agricultural, precious/base metals), foreign currencies, and real estate. These products present unique risks and we will only recommend them when suitable to the investor.

Do you manage individual stocks in the portfolio?

Yes. However, we often favor diversified equity investment vehicles. We believe gaining exposure to an entire sector, as opposed to one or a limited number of stocks in that sector, will likely deliver superior risk-adjusted returns. Rest assured that if you have individual stock positions that you would like us to manage as part of your portfolio, we can apply many of the same value-added investment management techniques that we employ with other investment vehicles. Often, important considerations such as unrealized capital gains justify maintaining long-term individual stock holdings.

Do you utilize these types of funds?

We generally do not use illiquid investments such as hedge funds and limited partnerships. Many hedge fund investors learned that not only can these kinds of investments suffer from significant declines in value, but investors may be restricted or limited from withdrawing their money during times of market turmoil.

How can I track my portfolio activity and performance?

Clients can access their accounts online 24 hours a day, 7 days a week, through our secure internet login site. You will receive electronic trade confirmations of any transaction and monthly statements showing month-end portfolio values, changes in value since prior month, summary of any transactions conducted during the month, and a detailed list of each investment holding in your account. For those clients who prefer paper of confirmations and statements, we offer that as an alternative. At least once a year, and as often as requested by a client, we provide detailed performance summaries which show, both graphically and numerically, the actual performance of a client account (net of our fees). This report also compares your account performance relative to appropriate benchmarks, so you can assess whether we are delivering the value you expect from us.

How often does New Harbor review my investment portfolio?

We take an active approach to managing client assets. We monitor the investment markets and investment positions held in client portfolios several times a day, every day.

More detailed information is available on the FAQ page of our website.

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Canby Financial Advisors

“We are there to celebrate your success and the important milestones in your life, such as your children's journey from college to financial independence. And to offer support and guidance in times of stress, such as after the death of a loved one or ...”

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John Frongillo

“Most of our clients have very competent advisors, however, they lack coordination in their existing planning. We look at our clients' full financial picture on a cross-disciplinary basis which allows us to identify both coordination gaps as well as p...”

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Greenberg, Rosenblatt, Kull & Bitsoli

(2)

For Business, Employee Benefit Plan Audits, Specialized Practice Areas

“I have been a client of Greenberg, Rosenblatt, Kull & Bitsoli, PC for both my company and personal accounting needs for over 30 years and I give them my highest recommendatoin.”

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Testa Associates

(1)

“He helped me understand the type of plan that fits our business best, and made it quick and easy to create the plan.”

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Forward Financial Services

(2)

“As someone who knows very little about investments and how to properly protect my future, they have made the process a breeze.”

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Latin American Business Organization

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Elite Financial Group

(4)

Mortgage

“We send our friends and relatives to the as well Positive Responsiveness, Quality, Professionalism, Value”

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Paramount Wealth Management Group

Investment Management, Corporate Retirement Plans, Insurance

“As the year draws to a close, I wish to send my holiday greetings. Most importantly, I wish to share my thoughts about your investment advice and management of our account. We have worked together very well over the years because you both have been t...”

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Bartlett Wealth Management

Business Resources

“I also believe that consumers deserve an advisor who is humble enough to know that he/she cannot be the only professional on their client's retirement advisory team. Teamwork is in my blood. I grew up playing team sports – from age 6 through my colle...”

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Average Cost	$3636
Minimum cost	$1212
Maximum cost	$10302
Avg Per Hour Rates	$364

Best Financial Advisors in Worcester, MA

The highest-rated Financial Planning & Wealth Management companies out of 134 vetted & reviewed in the Worcester area.

Accounting Solutions

Joffrey Smith Financial Group

Bisceglia, Steiman & Fudeman

Joseph J. Szela & Associates

O'Connor Maloney & Co

Goulet Salvidio & Associates, CPA

Larson, Potter, Stratton & Cote Financial

Aaron T. White, CPA

Holloway

HSI Trust - Homesavers

Green Future Wealth Management

Archstone Financial

Dream Big Financial

Bartholomew & Company

New Harbor Financial Group

Canby Financial Advisors

John Frongillo

Greenberg, Rosenblatt, Kull & Bitsoli

Testa Associates

Forward Financial Services

Latin American Business Organization

Elite Financial Group

Paramount Wealth Management Group

Bartlett Wealth Management

Retirement Planning and Investment Management Services in Worcester, MA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worcester

Popular in Worcester