JOFFREY SMITH

If you have been searching for a "certified financial planner near me," we are your answer! We are a full-service financial advisory firm committed to helping individuals and families pursue and achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners working in a fiduciary capacity... With Joffrey Smith, CERTIFIED FINANCIAL PLANNER™, at the head of our firm, we are led by the guiding principles and ethical standards of the CFP Board. That means everything we do and all the advice we give is based solely on the best interests of our clients... Led by CFP®, Joffrey Smith, and supported by a highly qualified and experienced team, your financial plan is in good hands. Proudly serving the Worcester, MA community and across the nation, Joffrey Smith Financial Group is local and here for you! We know the specific tax laws and regulations that affect your finances and long-term financial plans. Our highly qualified staff will..

Primary location: Worcester United States