Financial Square - Worcester, Massachusetts
Address: 195 Park Ave, Worcester, MA 01609, United States.
Phone: 8004176353.
Website: financialsquare.us
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Financial Square
⏰ Open Hours of Financial Square
- Monday: 8 am–4 pm
- Tuesday: 8 am–4 pm
- Wednesday: 8 am–4 pm
- Thursday: 8 am–4 pm
- Friday: 8 am–4 pm
- Saturday: Closed
- Sunday: Closed
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Introduction to Financial Square
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Financial Square is a reputable financial planning firm dedicated to providing comprehensive and personalized financial guidance to individuals and families. Located at Address: 195 Park Ave, Worcester, MA 01609, United States, and reachable at Phone: 8004176353, Financial Square offers a wide range of services designed to help clients achieve their financial goals. Their website, accessible at Website: financialsquare.us, serves as a central hub for information and resources.
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Company Overview and Specialties
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Financial Square distinguishes itself through its holistic approach to financial planning. They donât just offer advice; they build tailored strategies that address the unique needs of each client. The firmâs core specialties include retirement planning, college savings planning, investment management, estate planning, and tax planning. A significant strength lies in their ability to integrate these different facets of financial life into a cohesive and manageable plan. Clients often appreciate the firm's comprehensive understanding of how seemingly disparate areas of finance â such as taxes and retirement â interact and influence each other. Itâs clear from client feedback that Financial Square goes above and beyond simply recommending products; they prioritize understanding the client's overall situation and building a plan that reflects their values and aspirations.
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Location and Accessibility
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The firmâs Worcester, Massachusetts location at 195 Park Ave is easily accessible. Wheelchair-accessible car park and wheelchair-accessible toilet facilities are available on-site, demonstrating a commitment to inclusivity. Appointments are recommended to ensure dedicated attention and personalized service. The office environment is designed to foster a comfortable and productive atmosphere for client consultations. The strategic location within Worcester contributes to its accessibility for clients in the surrounding area.
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Client Feedback and Reputation
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Financial Square consistently receives positive feedback from its clients, as evidenced by its Average opinion: 5/5 rating on Google My Business. Reviews frequently highlight the firm's expertise, personalized service, and ability to provide peace of mind. Many clients specifically mention the value of the firmâs retirement planning guidance, describing it as a âlifesaverâ and providing âpeace of mind about their future.â Young parents have lauded the firmâs assistance with college savings, stating that the expert advice simplified a complex and often overwhelming process, eliminating stress. Furthermore, clients have expressed gratitude for the firmâs comprehensive financial plans, encompassing investments, estate planning, and tax strategies â effectively âgetting them coveredâ across various financial needs. Several clients have noted significant savings achieved through the firmâs tax planning services, emphasizing the practical benefits of their advice. The proactive approach to estate planning has offered reassurance and a sense of control to families concerned about their long-term financial security. The consistent praise suggests a strong commitment to client satisfaction and a genuine desire to help individuals achieve their financial goals.
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Key Features and Services
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- Retirement Planning: Financial Square develops customized retirement strategies, considering factors such as current income, savings goals, and risk tolerance.
- College Savings Planning: They assist families in establishing and managing college savings accounts, exploring various options like 529 plans and Coverdell ESAs.
- Investment Management: The firm offers investment management services, creating diversified portfolios aligned with client objectives.
- Estate Planning: Financial Square assists with wills, trusts, and other estate planning documents to ensure assets are distributed according to client wishes.
- Tax Planning: They provide tax planning strategies to minimize tax liabilities and maximize financial efficiency.
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Additional Points of Interest
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Financial Square identifies itself as a veteran-owned business, reflecting a commitment to supporting the veteran community. The firmâs dedication to accessibility is further demonstrated by the availability of a wheelchair-accessible toilet. Appointments are strongly recommended to ensure clients receive the focused attention they deserve. The firmâs responsiveness and willingness to address client concerns are consistently praised in online reviews.
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"summary": "Financial Square is a veteran-owned financial planning firm providing comprehensive services including retirement, college savings, investment, estate, and tax planning, consistently receiving high client satisfaction ratings.",
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👍 Reviews of Financial Square
