Joffrey Smith Finanical Group
Financial Dreams Delivered
Tailored Wealth Management
Joffrey Smith Financial Group is a financial advisory firm rooted in the success of its clients. Our primary focus is the improvement of lives for those we serve, and it’s not just financial. We strive to understand the hopes and dreams of our clients so we can find ways to help them achieve those dreams and live their very best lives. It all starts with a conversation!
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
As a fiduciary to our clients, we are obligated to act in your best interests and put your needs ahead of our own. Rather than give short-term tips or advice focused on quick gains, a long-term trusted relationship with us enables you to develop a customized financial plan that takes into account your unique goals, needs, and risk tolerance. This allows for greater accountability and transparency, as well as building a deep understanding of your financial situation, goals, and values.
We don’t stop with financial freedom. That is a worthy goal on its own, but we believe that freedom and prosperity make for the happiest lives and best retirements. Together, we can help you to make sound financial decisions that will grow and preserve your wealth so that you can leave a legacy to last for generations. Your children and grandchildren can enjoy a better lifestyle…forever!
"An investment in knowledge pays the best interest."
- Benjamin Franklin
We advise based on what is best for YOU. We consider your resources precious and will help you to guard them and grow them. Our firm works on a fee-based investment model, so we don’t have commissions on investments, creating conflicts of interests and we don’t push unnecessary products or plans that might not be the best choice for you. We don’t even necessarily take the easiest or quickest solutions. Whatever helps our clients the most, for both the short and long term, is what we will always advise.
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 help you to navigate those laws so you can plan in the most tax-efficient way.
Rather than simply advising our clients, we want to educate them so they understand why we advise the way we do. We want to earn your trust by showing you in completely transparent ways how we solve problems and find financial solutions.
Joffrey is highly invested in the Worcester, MA community. He and his firm are active members of charitable organizations and regularly participate in community-based activities and service projects. We love being part of this area and want to expand our family of clients to literally improve the economic wellbeing of our entire Worcester community!
As a financial planner and CFP®, it is only reasonable that your goals are our goals. Your needs and interests will always be the focus of our relationship together. We live to see our clients succeed and make the most that they can with what they have. Whether you want a tailored financial plan, retirement planning services, investment management that can help you grow your money, insurance planning, or estate planning advice for peace of mind, we can do it all. 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 firstname.lastname@example.org or call (508) 749-0358.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
We frequently update our website and add educational and informative materials that you will love reading, so be sure to bookmark our site and follow us on social media.
If you have any questions or want to schedule a complimentary, no obligation meeting to discuss your specific questions, please reach out! We welcome the opportunity to meet you and, hopefully, kickoff a long-term relationship.