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

Accounting Solutions

(28)
Tax Services, Innocent Spouse Relief, Bankruptcy Options
“Accounting Solutions, INC and has done an excellent job of preparing my tax returns and are always up to date on current tax law as it relates to capital gains, distributions, HSA's, itemized tax deductions, and state tax returns!”
In Business Since 2009
Accepts Cash, All Major Credit Cards
Licensed, BBB Rating: A+
342 Shrewsbury St, Worcester, MA
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Joffrey Smith Financial Group

Joffrey Smith Financial Group

(4)
Cetera Investment Management, Estate, Retirement
“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.”
In Business Since 2017
Licensed, BBB Rating: A+
8 Norwich St, Worcester, MA
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O'Connor Maloney & Co

O'Connor Maloney & Co

(1)
“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.”
In Business Since 1966
Licensed, BBB Accredited
1 Mercantile St Suite 760, Worcester, MA
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Joseph J. Szela & Associates

Joseph J. Szela & Associates

(2)
Tax Services, Auditing, Bookkeeping
“Knowledgeable , thorough , and informative.”
In Business Since 1997
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
426 Worcester Rd, Charlton, MA 01507
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Goulet Salvidio & Associates, CPA

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.”
In Business Since 1970
Offers Financing Options
Transparent Fees & Pricing
324 Grove St, Worcester, MA
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Magna Finance Co

Magna Finance Co

(6)
Excellence In Customer Service, Online Payments, 24/7 Online Account Access
“The management and staff have been wonderful in helping us complete the necessary documents and making rush payments on my clients' behalf as needed.”
In Business Since 2003
704 Southbridge St, Worcester, MA
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Aaron T. White, CPA

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...”
In Business Since 2010
Offers Financing Options
Transparent Fees & Pricing
90 Madison St #406, Worcester, MA
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Newbury Investment Partners

Newbury Investment Partners

Services, Services
“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”
In Business Since 2009
Family Business
Accepts All Major Credit Cards
22 Elm St, Worcester, MA
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HSI Trust - Homesavers

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.”
In Business Since 2010
Free Initial Consultation
70 James St Suite 155B, Worcester, MA
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Forward Financial Services

Forward Financial Services

(2)
The Client Experience, Affiliates
“As someone who knows very little about investments and how to properly protect my future, they have made the process a breeze.”
In Business Since 2014
645 Chandler St, Worcester, MA
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Holloway

Holloway

(2)
Individuals, Tax Planning, Business Tax Returns
“Have used them for years and can rely on them to get your taxes done properly.”
In Business Since 2019
23 Burncoat St, Worcester, MA
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Bartholomew & Company

Bartholomew & Company

(1)
Retirement Planning, Tax Planning, Estate Planning Analysis
In Business Since 2005
370 Main St Suite 1000, Worcester, MA
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Dream Big Financial

Dream Big Financial

(1)
“Julianne is very intelligent, outgoing, and responsive with her work.”
In Business Since 2020
Licensed
12 E Worcester St, Worcester, MA
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New Harbor Financial Group

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.”
In Business Since 2003
146 Main St Suite 302, Worcester, MA
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Canby Financial Advisors

Canby Financial Advisors

“Our aspiration is to serve as your trusted partner by providing comprehensive financial planning and portfolio management advice, strategies and solutions that address the many financial opportunities and challenges you may have at different stages o...”
In Business Since 2000
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
161 Worcester Rd #408, Framingham, MA
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Latin American Business Organization

Latin American Business Organization

In Business Since 2016
33 Highland St, Worcester, MA
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John Frongillo

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...”
In Business Since 2012
100 North Pkwy, Worcester, MA
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Testa Associates

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.”
In Business Since 2018
181 Worcester St, Natick, MA 01760
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Archstone Financial

Archstone Financial

(2)
“Accessible, returns calls and emails promptly, really listens to clients needs, and helps bring their goals to fruition.”
In Business Since 2015
324 Grove St, Worcester, MA
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Green Future Wealth Management

Green Future Wealth Management

Investment Management, Retirement Income Planning, Retirement Planning
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2020
324 Grove St, Worcester, MA
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Paramount Wealth Management Group

Paramount Wealth Management Group

Investment Management, Corporate Retirement Plans, Insurance
“Our typical clients are small business owners, entrepreneurs and c-level executives. While our firm has no formal account minimums, we find that our services are best suited for individuals and families with at least $500,000 of investable assets or ...”
In Business Since 2010
324 Grove St, Worcester, MA
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Bartlett Wealth Management

Bartlett Wealth Management

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...”
In Business Since 2017
One W Boylston St Suite 202, Worcester, MA
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Elite Financial Group

Elite Financial Group

(2)
  • Mortgage
“I have had 3 different mortgages with elite and I was very satisfied.”
425 Sunderland Rd, Worcester, MA
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Worcester Advisors

Worcester Advisors

446 Main St 19th Floor, Worcester, MA
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Retirement Planning and Investment Management Services in Worcester, MA Cost Estimates

Minimum cost
$1212
Maximum cost
$10302
National Average
$3636
Avg Per Hour Rates
$364
$2424
$6666
Fair price range is based on 267 cost profiles
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Average Cost $3636
Minimum cost $1212
Maximum cost $10302
Avg Per Hour Rates $364

Fair range $2424 to $6666 is based on 267 cost profiles.

Why these companies made our list

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