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.

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

04/30/2026

Anthropic’s newest, as-yet-unreleased AI model is a hacker’s dream, so here’s the cybersecurity advice you need to start taking seriously right now.

04/29/2026

The big unknown is how the conflict could alter the Gulf’s investment priorities in the next year or two.

04/28/2026

Tim Cook was a financial powerhouse during his roughly 15-year stint as CEO of Apple. He optimized many Steve Jobs-era inventions, and also developed product lines of his own. Detailed below are 5 stats that explain just how successful Cook was at creating value.

04/27/2026

Job security is no longer guaranteed. Here is how to build a career moat using rare skills, personal branding, and a strong network to stay protected in any market.

04/26/2026

Tim Cook has been Apple's CEO since 2011. Apple's stock increased by over 2,000% under Cook, making it the first trillion-dollar company. Here's what smart people are saying about Cook's legacy at Apple.

04/25/2026

Here's how small gaps in clarity, recognition and attention can unintentionally demotivate even the strongest teams.

04/24/2026

Shaquille O'Neal breaks down his big love for innovative retailer tm:rw.

04/23/2026

Millions of fans gearing up for this year’s FIFA World Cup have already been hit with sticker shock over ticket prices. Now many are realizing that getting to the stadiums — especially in US cities — will likely be costly, chaotic or time consuming. And perhaps all three. Here's what to know.

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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