Joffrey Smith Financial Group 8 Norwich Street, Worcester, MA 01608
About the Business
Joffrey Smith Financial Group is a leading finance institution located at 8 Norwich Street in Worcester, Massachusetts, United States. Our team of experienced financial advisors are dedicated to providing personalized services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Photos
Location & Phone number
8 Norwich St, Worcester, MA 01608, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Joffrey worked with both myself and my wife and did a terrific job sorting out our complicated financial situation. He also helped us migrate a number of old 401K accounts. I highly recommend Joff to anyone looking for a great financial advisor!"
"Perfect in every way."
"Called several places for an appointment with a financial advisor and kept getting told bookings were 2-3 weeks out. I had heard Josh’s name from friends. I called him on Thursday- left a message asking him if he could call me back. He did and was able to arrange time out of his busy schedule and gave an appointment for the following day. My situation is complicated with tedious tasks between precious metal brokers, gold and silver in depositories- and a number Of other issues. Josh listened to my situation, gave some direction which I sorely needed. He spent 2 1/2 hours with me on a Friday afternoon. I felt confident that he is going to help me as best he can. I felt a great vibe and I know I won’t be disappointed"
"Before meeting with Joff I didn’t put much time into any future Financials. He sat me down talked about any and all my debts as well as income. He helped me figure out a good start to retirement planning as well as life insurance but also helped me come up with a plan for the debt I have. Very knowledgeable and also a great guy to talk with."
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