Joffrey A. Smith, CFP®, CLU®, ChFC®, LUTCF, PPC™

11 Foster St., Suite 200
Worcester, MA 01608
  • 508-749-0358
  • 508-519-8565


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Helping You Build Your Financial Future

Joffrey A. Smith, CFP®, CLU®, ChFC®, LUTCF,  PPC™


Welcome to the Joffrey Smith Financial Group website.  I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  I hope you take advantage of this resource and visit us often.

Be sure to add this site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

If you have any questions or want to schedule a complimentary, no obligation meeting to discuss your specific questions, you can e-mail me at joff@joffreysmith.com or call 508-749-0358.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck