As an established investment firm, Worcester Advisors believes that investing starts with a blueprint, including a flexible investment strategy that evolves as your needs and financial objectives change. Investors face complicated decisions that affect their financial security.
Operating as an independent investment firm since 1994, our team has extensive experience working with financial planning, retirement and estate planning, planned giving, taxes, administration, regulatory issues and more.When you encounter new challenges, we have dealt with those financial decisions in the past and are well equipped to guide you 1-on-1 through your decision-making processes.
Operating as an independent investment firm since 1994, our team has extensive experience working with financial planning, retirement and estate planning, planned giving, taxes, administration, regulatory issues and more.When you encounter new challenges, we have dealt with those financial decisions in the past and are well equipped to guide you 1-on-1 through your decision-making processes.
Services
Whether you are focused on wealth management, fiduciary responsibility, planned giving or retirement planning, the first step in investment advising is understanding your personal and professional needs and desires and assessing your financial strength by completing a comprehensive analysis of your investments, real estate, and other holdings of value.
Worcester Advisors is a locally owned and managed investment advisory firm that services clients living in Massachusetts, Florida and in many parts of the United States. Worcester Advisors differentiates itself as an independent firm that gives its clients complete 1-on-1 attention that is rarely provided by large advisory firms.
While Worcester Advisors tailors its' investment approach to meet the unique needs and timelines of each client, one principle remains constant: generate equity and/or income while preserving capital. During the past ten years interest rates, whether U.S. Treasury Bills, Municipal Bonds, Certificates of Deposit, Corporate Bonds or longer term U. S. Treasury Bonds, have been at the lowest levels since the 1940s.
As an independent investment firm since 1994, Worcester Advisors prides itself in the longevity of our client relationships. Over 80% of our clients have been with us for over 10+ years. We enjoy watching generation after generation of clients reap the benefits of careful planning and investment. Worcester Advisors crafts investment plans to meet the unique needs of each client.
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