Richard Carr, CFP®, ChFC®, CLU®, CASL®,
President of Carr Financial Group
Rich started his career in financial services with New York Life Insurance Company. Soon thereafter, a Holy Cross classmate, Jack Woods, contacted Rich to discuss the potential of working with his family firm, Thomas Woods Insurance Agency, Inc. in Worcester. After a two-year period that saw Rich qualify for several industry recognition awards, he formed Richard Carr & Associates Financial Services.
Today, with over 27 years of experience and eight professional designations, Rich continues to build the firm by adding some of the most well regarded, qualified and ethical financial advisors and staff in Central Massachusetts. The firm changed names in 2014 to CARR FINANCIAL GROUP. The motto remains the same: whether helping clients manage investments, plan for college costs or review retirement income strategies, “What we do is not just about money, it’s about your future.”
Financial Planning Associate
Ben joined Carr Financial Group in 2015 as a Financial Planner. He is mainly responsible for supporting our team of advisors with producing financial plans for existing and prospective clients.
Ben currently holds Series 7 and Series 66 registrations through LPL Financial. He attended Bentley University and graduated with a Bachelor’s degree in Accounting.
Our goal with this blog is to provide our readers with the knowledge and motivation needed to reach their financial goals. If you have any questions about our blog topics or would like to discuss in more detail, don’t hesitate to reach out to one of us!