Carr Financial Group

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 representative with Private Advisor Group, I 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.

06/24/2026

Tax Notes contributing editor Carrie Brandon Elliot discusses the rising interest in universal basic income, especially as artificial intelligence disrupts the job market, and the role of tax policy in paying for it.

06/23/2026

Katie Klingensmith, Edelman Financial Engines’ chief investment strategist, says that U.S. stocks’ earnings momentum can continue and explains why her firm isn’t backing off exposure to foreign stocks.

06/22/2026

A secondary citizenship can provide an enhancement of freedom of movement, geopolitical risk or regulations, along with access to banks, thus allowing entrepreneurs to better plan for an uncertain world economy.

06/21/2026

Almost 7 in 10 baby boomers carried debt in 2022, with younger boomers more likely to owe. Mortgages are where this generation owes the most, with a median debt of $116,000 on their primary residence.

06/20/2026

Phantom income is money never received by a partnership or individual but is still taxable.

06/19/2026

Brandon Willington is taking the lead generation system behind “Where U?” into the United States, following a breakout year that saw him named Marketing Entrepreneur of the Year.

06/18/2026

A midlife career pivot often begins when traditional markers of success no longer feel meaningful. Here's how to redefine success and package your skills.

06/17/2026

A new data point shows that financial literacy is not just low, but deteriorating.

05/02/2026

From the ticking clock on oil supply disruptions to the fragile AI boom, Rebecca Patterson explains why today’s rally could face sudden reality checks if global tensions escalate or growth assumptions falter.

05/01/2026

These will let you have a say in your medical care, as well as what happens with your assets after you die

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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