Keith E.
4/14/2023
My wife and I attended one of Greg Lavelle's seminars in Webster (aka Retirement Advisors) and were convinced to look further into their services. We made plans to "meet" with him via phone...
Financial Square
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195 Park Ave
Worcester, MA 01609
Financial Square, located in Worcester, MA, is dedicated to helping clients achieve their financial goals through personalized guidance and professional integrity. They offer a comprehensive range of services, including Corporate Benefit Plans, Estate Planning Strategies, College Funding, and Medicare Planning, tailored to meet individual client needs.
The firm prides itself on delivering reliable advice and high-quality information to empower clients on their financial journey. With a commitment to maintaining the highest standards of professionalism, Financial Square aims to unlock clients' financial potential while addressing their unique concerns and opportunities.
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Reviews
1.53 reviewsJohn G.
8/28/2024
Went to a retirement seminar last night in Warwick, RI. It wasn't a total waste of time. It got my mind turning on specific issues which I will be discussing with someone else. Greg didn't show...
Johnie W.
3/13/2024
Ok I've been to a couple of these retirement seminars and if you as the advisor cannot be there at the beginning are you really going to be there when I need you. Unfortunately the kid that gave...
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