4 Best Gold IRA Investment Companies Near Me in Worcester, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Financial Square
ADDRESS: 195 Park Ave, Worcester, MA 01609, United States
NUMBER: +1 800-417-6353
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Their retirement planning guidance has been a lifesaver. The personalized plan they created gives me peace of mind about my future. – Gladis Estela
REVIEW #2 – As a young parent, I was overwhelmed by college savings. Their expert advice made the process simple and stress-free. – Shirley
REVIEW #3 – I was worried about my family’s future. Their estate planning services have given me peace of mind. – Diana Gonzalez
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Carr Financial Group | Financial Planning | Wealth Management
ADDRESS: 20 Park Ave, Worcester, MA 01605, United States
NUMBER: +1 508-795-0264
DESCRIPTION FROM BUSINESS: Financial planning, investment portfolio management, college savings planning, estate planning, and insurance services are just some of the things we do. Prospective clients have at least $1 million of investable assets or annual household income above $200,000.
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been clients of the Carr Financial Group for many years and have always been very pleased with their services. Their financial planning and investment strategies have served us very well throughout the years both prior to and since our retirements. We routinely meet with our advisor and he always responds quickly to any questions we have between visits. The support staff is highly knowledgeable and very helpful. Family and friends are clients based on our recommendation. Carr Financial Group has our trust and confidence and we highly recommend them to you. – June Derosier
REVIEW #2 – Finding the best fit when choosing a financial planning team is the most important step in feeling secure that your money is in the right hands and working for you. As we approached retirement age, things just got more and more complicated. Working directly with Ben Cauley and Leah has made the process seamless. The owner (Rich Carr) is accessible and always willing to engage. The whole team at Carr Financial Group is responsive and eager to help in any way possible. Choose Carr Financial and you won’t be disappointed. – Don Speicher
REVIEW #3 – My husband Ron and I have been with Rich/Carr Financial and his group for almost 15 years.We have received sound financial guidance and reliable ongoing services from Rich and his team with a well appreciated friendly but always professional and knowledgeable approach. Ron and I recommend Rich and Carr Financial Group without hesitation.
Under Rich’s sound professional and financial guidance and his ongoing personal commitment to multiple charitable endeavors, Carr Financial Group is a reliable and trustworthy organization.
In these stressful and uncertain times, we are fortunate to have such a trustworthy professional group. – Linda Mangini
REVIEW #4 – My wife and I have worked with Rich and the Carr Financial Group for over 15 years, and we can say without hesitation that it’s been the best professional relationships of our lives. Over the years, during both calm and challenging financial times Rich and his team of professionals have provided thoughtful, honest, and strategic guidance through every stage of our financial journey. We have always felt heard, respected, and genuinely cared for—not just as a client, but as a person. Their consistency, integrity, and deep knowledge have given us real peace of mind. We trust them completely and recommend them wholeheartedly to anyone looking for a long-term financial partner. – Dave Connors
REVIEW #5 – We began working with Richard Carr in the early 2000s and loved his personal touch and easy accessibility. As his company has grown, we’ve been impressed with the continuation of the thoughtful advice & support the Carr Financial staff have provided. Though we are no longer able to meet in person, whether on a conference call or Zoom meeting, we still enjoy the calming professionalism and thorough reviews Carr Associates provide. – Phill
REVIEW #6 – I know we found the best fit choosing Carr Financial to handle our retirement funds. We were comfortable with Rich, Ben and the entire team from day one. They are very knowledgeable, helpful and quick to respond. They are very trustworthy and I feel like they truly care about us personally.
I highly recommend using Carr Financial, you will not be disappointed! – tara tula
REVIEW #7 – I’ve worked with Carr Financial Group for over 18 years, and Rich and Spencer have been a constant, trusted presence through many life changes, including family losses, career transitions, and preparing for retirement. They are consistently professional, knowledgeable, and genuinely supportive, taking the time to understand both the financial and personal aspects of planning. I’m deeply grateful for their guidance and would highly recommend Carr Financial Group to anyone seeking thoughtful, long-term financial advice. – Gisele Garceau
REVIEW #8 – As we approached retirement, my wife and I were in search of a financial advisor we felt comfortable with in handling our retirement savings with expertise and eliminate our emotional tendencies to react to market fluctuations. In our search we hoped to be able to find someone we would be able to form a Personal Relationship with, a relationship built on Confidence, Trust, Communication and Accessibility. We found all of this and more with Carr Financial Group. Since our first meeting with Richard and Ben, they made us feel like part of their family.
They personally take the time to understand our retirement goals and tailor our investments accordingly. Ensuring our financial goals remain on track and consistent with our risk tolerance, they have our full confidence and trust to make decisions for us which are in our best long-term interest. They always communicate changes promptly, and additionally, offer suggestions to capitalize on tax savings opportunities where possible. While they have always been accessible throughout the year to talk through any new personal developments or changes, we also typically meet for review twice annually.
We have been with Carr Financial Group for over five years, and we cannot be more pleased with our decision to work with them. They have exceeded our expectations in every way! We highly recommend Carr Financial Group to everyone seeking financial advice. They are simply AMAZING! – Michael Martin
REVIEW #9 – Rich Carr has been an incredible financial advisor to my family for many years, and I’m very grateful to work with him as well. He took the time to truly understand my goals and has always offered thoughtful, steady guidance, especially during periods of uncertainty.
Rich combines deep financial expertise with genuine care for his clients, which is rare. My investments have grown under his guidance, and more importantly, I’ve always felt supported and confident in the decisions we’ve made together.
I highly recommend Rich Carr and Carr Financial Group to anyone looking for personalized, trustworthy financial advice. – Carlos M
RetirementAdvisers.net
ADDRESS: 195 Park Ave, Worcester, MA 01609, United States
NUMBER: +1 888-637-3847
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Excellent financial advisors! They provided comprehensive retirement income planning and social security guidance. Their tax mitigation strategies have been incredibly helpful, and I feel secure knowing my estate planning is in good hands. Highly recommend their professional and helpful team. – Galepron
REVIEW #2 – I was extremely impressed with the services provided by this financial advising company. Their team is professional, and the advisors are genuinely helpful. They expertly guided me through retirement income planning, Social Security options, and tax mitigation strategies. Their estate planning advice was also excellent. Highly recommend! – anthony contreras
REVIEW #3 – If you’re looking for reliable and helpful financial advisors, this is the place. They offer comprehensive services covering retirement income, Social Security, tax strategies, and estate planning. The team is professional and very easy to work with. I highly recommend them. – Emilio Avila
REVIEW #4 – The tax mitigation strategies they offered were insightful and effective, allowing me to keep more of my hard-earned money. Plus, their estate planning services provided me with peace of mind, knowing my wishes will be honored in the future – jeremy Moran
REVIEW #5 – I’ve been a customer for several years, and I couldn’t be happier. The online banking platform is user-friendly, and I appreciate the security features they offer. Highly recommend! – Andres Camargo
REVIEW #6 – I am so grateful for the retirement income planning services offered by this team. They made the whole process stress-free and provided me with a clear path forward. Their expertise is unmatched, and I highly recommend them! – Osdeny Carrillo Mercadel
REVIEW #7 – Navigating social security can be daunting, but their advisors made it easy. They provided clear guidance and valuable strategies. I’m so grateful for their help! – Escarlet Mondoy
REVIEW #8 – I am very happy with the retirement and Social Security planning services I have received. The team is very professional and always willing to help. – Lucas
REVIEW #9 – I recently took out a loan and the process was smooth and efficient. The team guided me through every step, making it a stress-free experience. – Stacy Ghetty
Larson, Potter, Stratton & Cote Financial
ADDRESS: 108 Grove St #306, Worcester, MA 01605, United States
NUMBER: (508) 749-1118
DESCRIPTION FROM BUSINESS: We focus on scenario-based financial planning and asset management to ensure you feel confident no matter what life throws at you…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am most pleased with Drew Stratton’s outstanding recognition, having been a client for 25 years. When you make a decision to allow someone to be responsible with your money so that you may sleep at night, and be able to eat and survive in this tumultuous world, you want to be sure they are the right one. Not only that, when you recommend them to others and want them to be pleased with your recommendation, since they will for ever hold you accountable. And thirdly when you recommend his services to your family members, it has to be right. I have always felt comfortable with my decisions and the results I have seen from Drew and his dedicated team. I have been convinced for years even without this prestigious recognition. Congratulations to Drew and his superb team! – Richard Gambale
REVIEW #2 – Drew has done a great job of understanding my families particular financial situation plan and how to execute it. Every time I visit with him I learn something new and appreciate his candid advice. – J Doe
REVIEW #3 – We have been with Drew Stratton for well over Twenty years. His dedication to us has been exemplary and we look forward to many more years together. – Ernie Sund
REVIEW #4 – I have been with Drew Stratton for at least 25 years …… he always lets me know how my investments are doing and what we can do to make them stronger …. Thank you Drew …. I would also like to thank Sophie! – Barbara Foscato
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
