Carr Financial Group

Carr Financial Group Corporation is a registered investment advisor founded in 2022 and based in Worcester, Massachusetts. The firm offers comprehensive financial advisory services, including wealth management, financial planning, retirement plan consulting, and family office services. Wealth management services involve discretionary and non-discretionary portfolio management using mutual funds, exchange-traded funds, individual securities, and independent managers. The financial planning practice covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving planning, and tax planning. Carr Financial Group Corporation tailors its services to individual client needs and investment restrictions. The firm acts as a fiduciary, legally required to put client interests first.