Carr Financial Group

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Carr Financial Group * Financial Planning* Retirement Planning* Portfolio Management*
Serving investors with $1M+ in investible assets

The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices. As a, independent, registered investment adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to manage them. I recognize the importance of getting to know you – your financial needs, your financial goals and your lifestyle. My office was established to provide ongoing professional advice to investors while helping them pursue their individual investment objectives. I am able to do this by offering objective financial advice on a fee basis. This method of compensation allows me to adjust your investment portfolio without requiring you to pay commissions.*

Working on a fee basis allows me to:

•Customize an investment portfolio that is designed to help you pursue your short- and long-term investment goals.
•Provide simplified performance reporting, making it easy for you to monitor your account.
•Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
•Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes. If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.

10/23/2026

Your Financial Future Deserves More Than a One-Size-Fits-All Approach.

When it comes to your wealth, personal attention matters.

Consider partnering with a local, independent, well-established financial planning firm like Carr Financial Group, that knows the community, takes the time to know you, and provides truly personal guidance—without the high fees often associated with larger national firms.

You’ve worked hard to build your financial future. Make sure it’s being managed with the care, experience, and personal attention it deserves.

Get more, pay less, do better. It’s your entire future at stake. Make the best choice for you and your family.

👉 Interested in becoming a sponsor or want to learn more about our amazing partners? Check out our website at the link in our bio

10/23/2026

U.S. inflation heated up in September, and it wasn’t just because of rising fuel prices.

10/22/2026

World renowned Harvard psychologist Arthur Brooks explains why meaning is in fact your most important career skill and mastering it can change your trajectory.

10/21/2026

It could be a good time for you to adjust the amounts of protected and variable retirement income that you receive.

10/20/2026

A recent SEC order sets in motion plans to bring stock tokens to the U.S.

10/19/2026

Family offices are embracing luxury collectibles as inflation hedges, but mixed evidence raises a sharper question: disciplined diversification or expensive conviction dressed in good taste?

10/18/2026

From “honey pots” to insider threats, Silicon Valley was on espionage alert even before the FBI’s arrest of an OpenAI employee.

10/17/2026

Household wealth is flowing from property to stocks

10/16/2026

Elon Musk says SpaceX "will make you whole" if your Grok AI agent makes unauthorized purchases. Grok, Meta, and OpenAI's terms of service generally place responsibility for agent actions on users.

10/15/2026

Meta's Muse has topped 6.6 million downloads since its Sept. 8 launch and reached 1.8 million daily active users, as consumers show they're ready to hand over their personal information for a chance at some AI assistance. Seema Shah, VP: Insights at Sensor Tower, discusses the growth of personal AI....

Address

20 Park Avenue
Worcester, MA
01605

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15087950264

Website

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