Jonathan Mack, CRPS-UBS Financial Services Inc

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Worcester, MA area, Karen Maloney-Hagel will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Integrated Financial Partners is a fee-only financial planning firm located in Worcester, MA. We help clients of all ages and stages of life achieve their financial goals through comprehensive financial planning, investment management, and education. We believe that financial planning is about more than just numbers. It's about understanding your goals and dreams, and creating a plan to help you achieve them. We take the time to get to know you and your family, so that we can create a personalized plan that is right for you.