Carr in the Community

The team at Carr Financial Group is grateful to have deep roots in the local community. We are proud to support numerous non-profit organizations and their important causes.

Proud Sponsor

Holy Cross Athletics

Proud Partner

Worcester Red Sox

Community Partners

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

Forbes Selection Criteria.


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