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Richard M. Carr, CFP®, ChFC, CLU

Richard Carr & Associates Financial Services

20 Park Ave
Worcester, MA 01605
Phone: (508) 795-0264
Fax: (508) 791-9841

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs

 

How Planner Charges

Considerations: Most cases are "fee-only" however clients with exisitng commission products may maintain those positions.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.