Worcester County Fiduciary Advisors Inc.

Worcester County Fiduciary Advisors Inc. (CRD# 106653) is a financial advisory firm headquartered in Worcester, MA. They manage $53,933,829 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $296,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Worcester County Fiduciary Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph J. Bourque
CRD#: 2481213
446 Main Street, Worcester, MA 01608
93
Wealthminder
score

Joseph Bourque (CRD# 2481213) is an Investment Advisor Representative working at Worcester County Fiduciary Advisors Inc. in Worcester, MA and has over 17 years of experience in the finance industry.

2
Janet L. Bousquet
CRD#: 4579072
446 Main Street, Worcester, MA 01608
87
Wealthminder
score

Janet Bousquet (CRD# 4579072) is an Investment Advisor Representative working at Worcester County Fiduciary Advisors Inc. in Worcester, MA and has 1 year of experience in the finance industry.

3
David M. Frazier
CRD#: 4360649
446 Main Street, Worcester, MA 01608
87
Wealthminder
score

David Frazier (CRD# 4360649) is an Investment Advisor Representative working at Worcester County Fiduciary Advisors Inc. in Worcester, MA and has 1 year of experience in the finance industry.

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