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“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)

“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.”

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Joseph J. Szela & Associates

(4)

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

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Goulet Salvidio & Associates, CPA

(3)

“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)

“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

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The 24 firms listed for Worcester, MA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Worcester, MA

Of the 24 firms we list here, 21 are in Worcester itself and 3 come from Charlton (1, 10 mi), Framingham (1, 19 mi) and Natick (1, 24 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 406 reviews; 1 has 50 or more reviews and 12 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are estate planning (6), investment management (3), retirement planning (3), financial planning (2) and innocent spouse relief (2). 1 shows a license on its website and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for 22 of the firms on this page; 21 publish a contact page; 17 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Worcester take financial planning bookings online?

2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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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

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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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Bartholomew & Company

(1)

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New Harbor Financial Group

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

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John Frongillo

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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

“David and Ron are some of the most efficient and knowledgeable mortgage brokers in the Worchester area.”

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Paramount Wealth Management Group

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Bartlett Wealth Management

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Financial Square

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North Pointe Wealth Management

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Worcester Advisors

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Visper Wealth Management

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Stolberg Ebbeling & Blanchette Llp

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Best Financial Advisors in Worcester, MA

Accounting Solutions

Joffrey Smith Financial Group

Joseph J. Szela & Associates

Goulet Salvidio & Associates, CPA

Larson, Potter, Stratton & Cote Financial

Aaron T. White, CPA

Area overview: Worcester, MA

HSI Trust - Homesavers

Green Future Wealth Management

Archstone Financial

Bartholomew & Company

New Harbor Financial Group

Canby Financial Advisors

John Frongillo

Testa Associates

Forward Financial Services

Latin American Business Organization

Elite Financial Group

Paramount Wealth Management Group

Bartlett Wealth Management

Financial Square

North Pointe Wealth Management

Worcester Advisors

Visper Wealth Management

Stolberg Ebbeling & Blanchette Llp

Why these companies made our list

Financial Advisors near Worcester

Popular in Worcester