ABOUT US

Carr Financial Group is a team of Certified Financial Planners™, experienced advisors, and dedicated administrative staff in Worcester, Massachusetts.  Founded in 1989 and built on integrity and commitment to independence, we place our clients’ needs above all else. Each member of our team utilizes their unique set of life and industry experience to deliver perspective, compassion and results.

We respect the gravity of the trust our clients place in every member of our team. We hold ourselves to the highest standard of fiduciary responsibility to each and every one of our clients. We prioritize continuing education for each member of our team. Our goal is to remain a lasting and trusted resource in your journey.

Our advisors work hard to understand and clarify each client’s goals and then design and implement a plan that is right for each client. We have built our business by creating lasting partnerships with our clients, based on our philosophy that wealth alone does not measure success. By providing the highest level of customer service and sound financial advice, we allow our clients to focus on the things that matter most to them.

Meet Our Team

Associates

Pamela Lucas

Pamela Lucas

Director of First Impressions

Jill Metzmaker

Jill Metzmaker

Financial Planning Coordinator

Andrea Lucey

Andrea Lucey

Financial Planning Coordinator

Spencer Lyons

Spencer Lyons

Associate Financial Planner

Lori Lemieux

Lori Lemieux

Administrative Assistant

Partners

Richard Carr, CFP®, MSFS, ChFC®, CLU®, CASL®**

Richard Carr, CFP®, MSFS, ChFC®, CLU®, CASL®**

President

Christopher Carelli

Christopher Carelli

Partner - Financial Planner

Benjamin Cauley, CFP®

Benjamin Cauley, CFP®

CCO, Partner - Financial Planner

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. 

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

Forbes Selection Criteria.

Contact

Phone: 508-795-0264

Fax: 508-422-0100

These materials have been independently produced by Carr Financial Group (“CFG”). CFG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. CFG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.
Form CRS
Download the Carr Financial Group Form CRS Here.

Important Disclosures