Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Worcester is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Worcester & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Worcester, Massachusetts, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Worcester, Massachusetts, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Worcester, Massachusetts have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
OPUS INVESTMENT MANAGEMENT, INC. 440 Lincoln St, Worcester, MA, 01653-0002 | 107569 | $10,815,802,796 | 49 | A Percentage of AUM, Other (FOR SOME AFFILIATED CLIENTS, SERVICES ARE PROVIDED AT COST) |
CARR FINANCIAL GROUP 20 Park Avenue, Ste 201 Worcester, MA, 1605 | 317321 | $466,935,784 | 1127 | A Percentage of AUM, Fixed Fees |
NEW HARBOR FINANCIAL GROUP, LLC 146 Main Street, Suite 302 Worcester, MA, 1608 | 155528 | $419,459,871 | 1792 | A Percentage of AUM, Hourly charges, Fixed Fees |
CARL P. SHERR & CO., LLC 446 Main Street, Worcester, MA, 1608 | 3394 | $351,045,811 | 745 | A Percentage of AUM, Hourly charges |
CUTLER CAPITAL MANAGEMENT 306 Main St, 2nd Floor Worcester, MA, 01608-1518 | 107463 | $305,457,112 | 162 | A Percentage of AUM, Fixed Fees, Performance Based |
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