Clientele

As an independent investment firm since 1994, Worcester Advisors prides itself in the longevity of our client relationships. Over 80% of our clients have been with us for over 10+ years. We enjoy watching generation after generation of clients reap the benefits of careful planning and investment.

Worcester Advisors crafts investment plans to meet the unique needs of each client.  We provide services to individuals, business entities, municipalities, charitable organizations, and trust or estate beneficiaries.  We manage a variety of retirement accounts, trust accounts and personal investment accounts. 

With approximately $70 Million assets under management, Worcester Advisors manages small family accounts as well as multi-million dollar personal and municipal accounts.

We have a requirement of an account minimum of $50,000.00. Minimum account size may be negotiated. Worcester Advisors is registered in Massachusetts and Florida and serves individual clients throughout the United States.

As an independent investment firm since 1994, Worcester Advisors prides itself in the longevity of our client relationships. Over 80% of our clients have been with us for over 10+ years. We enjoy watching generation after generation of clients reap the benefits of careful planning and investment.

Worcester Advisors crafts investment plans to meet the unique needs of each client.  We provide services to individuals, business entities, municipalities, charitable organizations, and trust or estate beneficiaries.  We manage a variety of retirement accounts, trust accounts and personal investment accounts. 

With approximately $100 Million assets under management, Worcester Advisors manages small family accounts as well as multi-million dollar personal and municipal accounts.

We have a requirement of an account minimum of $50,000.00. Minimum account size may be negotiated. Worcester Advisors is registered in Massachusetts and Florida and serves individual clients throughout the United States.

Clientele

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