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.

09/02/2026

Since he stepped down as CEO at the start of the year, Warren Buffett has remained very much in the game.

09/01/2026

Rebecca Patterson, Council on Foreign Relations senior fellow, talks about how volatility in the bond market is impacting retail investors on "Bloomberg Money."

08/31/2026

The story of getting the movie released is even loonier – and more ironic – than you think

08/30/2026

New Federal Reserve Chairman Kevin Warsh loves to talk about the supply of money in the economy and its effects on inflation. He won't like what the fresh data on it has to say.

08/29/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

08/28/2026

See key market data for the week ending August 21, 2026.

08/27/2026

Canadians wanted their prime minister to stand tough and not sign a bad trade deal with the US. But the collapse of talks, and the escalation of the tariff war, will come at a price.

08/26/2026

The tentative trade deal between the US and Canada would lower tariffs on certain Canadian exports of steel and aluminum to 25% and cut duties on Canadian auto exports to 15%, according to people familiar with the matter.

08/25/2026

As prices rise, the market for used iPhones and other devices is thriving—but opting for secondhand means exercising caution.

08/24/2026

Financial pressure and AI anxiety are pushing workers to redefine what comes after their primary career.

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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