Joffrey A. Smith
MBA, CFP®, CLU®, ChFC®, LUTCF®, PPC™
I became a financial advisor to empower individuals, families, and business owners to take control of their financial futures, so they can live life on their own terms and achieve their dreams. My purpose is to be the unwavering source of support that guides my clients toward realizing their wildest financial aspirations. I firmly believe that financial success can be the key to unlocking a world of possibilities, and I am here to make that amazing journey possible for each client I serve.
Retirement Planning
Tailored retirement plans, including 401(k) rollovers, IRA optimization, and tax-efficient strategies. Let us help you plan for a confident retirement.
Investment Management
Personalized investment portfolios tailored to your financial goals and adjusted for market conditions. Let us help you create a strategy that evolves with you.
Estate Planning
Our estate planning services are tailored to fit your personal needs, helping you organize your affairs and provide clarity for your family.
Insurance Planning
Safeguard your financial future with life, disability, and long-term care insurance solutions designed to fit your lifestyle.
Why Choose Our Wealth Management Services?
At Joffrey Smith Financial Group, we prioritize your financial success with fiduciary advice. With over 22 years of experience, we help individuals, families, and businesses in Worcester, MA, and beyond pursue their financial dreams.
Your very own
CERTIFIED FINANCIAL PLANNER™
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.
Welcome to the family!
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!
Your Financial goals are our goals
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 joff@joffreysmith.com or call (508) 749-0358.
Or ask me any questions through the form below: