Financial Services across the Worcester metro
Inclusive and diverse-owned financial services businesses across the Worcester metro, not just the city itself. Listed in Worcester and Shrewsbury.
Tax preparers, bookkeepers, insurance agents and financial advisers across the metro. Tax practices run seasonal hours and are hardest to reach between January and April, which is exactly when most people look for one. Many work by appointment from a home office, and several are licensed to work with clients elsewhere in Massachusetts.
Enhanced
1Boosted placement
All listings
8
Enhanced
1Boosted placementAll listings
7Sponsor the Financial Services page in Worcester. One Category Sponsor per city, credited on this page and on the Worcester hub.See sponsorship
Where they are across the Worcester metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
9 listings, scroll for more
- Spinelli Cpa, PCWorcester
- Brightway Insurance, The Collins Isaac AgencyWorcester
- Edward Jones Financial Advisor - Hamilton SorianoWorcester
- Elvey Financial ServicesWorcester
- Machado Consulting, INC.Worcester
- Masiello Accounting Services, LLCWorcester
- Ransford Pest ControlShrewsbury
- Savvy Staffing Solutions, LLCWorcester
- Worcester Latino Dollars For ScholarsWorcester
Businesses on the map of Worcester
- Elvey Financial Services, Worcester (ZIP code area)
- Masiello Accounting Services, LLC, Worcester (ZIP code area)
- Savvy Staffing Solutions, LLC, Worcester (ZIP code area)
- Spinelli Cpa, PC, Worcester (ZIP code area)
- Worcester Latino Dollars For Scholars, Worcester (ZIP code area)
Getting your money in order in Worcester? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Worcester metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Worcester
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
Keep exploring
More across the Worcester metro
Each photo is from a listing in that category.
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
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Read moreFinancial Services in Worcester: questions people ask
How many financial professionals are listed across the Worcester metro?
Nine right now, in Worcester and Shrewsbury. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.