Guiding you toward a life of success as you define it

At Carr Financial, our dedicated team will help you define your financial goals and create a plan tailored to your unique circumstance. For over 32 years, we’ve earned the trust of generations of families by helping them navigate the ever-changing economy through every stage of life in pursuit of their goals. Let us be the constant guiding force in your journey.

Our Services

Wealth Management

Money does not measure success. What you did to earn it and what you do with it are both better metrics to measure success. Together we will create a plan based on your values and lifestyle to grow and protect what is yours, to provide for you and your family, and to leave a legacy for future generations.

Financial Planning

Decisions made today can bridge the gap between where you are and where you want to be. Changes in your life circumstances and goals can require a change in strategy. The always moving markets and economy can present challenges and opportunities. Our experience and education give us perspective to guide our clients through these inevitable changes. We help you to understand the impact these decisions and changes can have on your desired quality of life today while planning for your long-term financial goals.

Retirement Planning

Wherever you are on your retirement journey, our team will work to understand your goals to help ensure that you’re doing the right things to prepare for and enjoy the retirement you want. 

 

Our Services

Wealth Management

Money does not measure success. What you did to earn it and what you do with it are both better metrics to measure success. Together we will create a plan based on your values and lifestyle to grow and protect what is yours, to provide for you and your family, and to leave a legacy for future generations.

Financial Planning

Decisions you make today can bridge the gap between where you are and where you want to be. Changes in your life circumstances and goals can require a change in strategy. The always moving markets and economy can present challenges and opportunities. Our experience and education give us perspective to guide our clients through these inevitable changes. We help you to understand the impact these decisions and changes can have on your desired quality of life today while planning for your long-term financial goals.

Retirement Planning

Wherever you are on your retirement journey, our team will work to understand your goals to help ensure that you’re doing the right things to prepare for and enjoy the retirement you want.

“It’s not just about money, it’s about your entire future.  Nothing is more important.

Rich Carr

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Carr Financial Group has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. 

Five Time Winner Since 2018
Best-In-State Weath Advisors 

Forbes Methodology

Contact

Phone: 508-795-0264

Fax: 508-422-0100

CARR FINANCIAL GROUP CORPORATION, (“CFG”) is an SEC registered investment adviser located in WORCESTER, MA. A copy of CFG’s current written disclosure statements as set forth on Form ADV, discussing CFG’s business operations, services, and fees is available from CFG upon written request or at the links below.

Important Disclosures
View our Disclosure Brochure Here.

Supplemental Brochures
Download the Supplemental Brochure for Benjamin Cauley.
Download the Supplemental Brochure for Chris Carelli.
Download the Supplemental Brochure for Richard Carr.

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Form CRS
Download the Carr Financial Group Form CRS Here.