Financial Planning Financial Planners locations near Spencer, MA

Showing 1–10 of 10 results

Our Spencer, MA directory covers 10 financial planning financial planners listings in 4 ZIP codes. Listings here were last checked in Jul 2026.

Gauthier Roland A CPA

📍 159 Main St, Spencer, MA, 01562

📞 774-371-0301

Gauthier Roland A CPA is a locally owned and operated business since 1975. We provide tax planning, estate planning, divorce taxation, monthly bookkeeping services, payroll services and others. Customer service and satisfaction is our main concern. Contact us today for more information.

O'Connor Bros Funeral Home

📍 592 Park Ave, Worcester, MA, 01603

📞 508-556-7566

For over 65 years O'Connor Brothers Funeral Home has continued to build upon its reputation for providing compassionate and meaningful funerals to those they serve. In our efforts to improve all facets of service, our staff regularly attends continuing education programs and seminars. These programs serve to keep us informed of current changes in local, state and federal rules and regulations. We are available to answer questions regarding funerals, pre-arrangements or for outside resource information. While we are not able to lessen the burden of loss, we strive to make the services we offer personalized and meaningful. The families we serve are the ones that inform us of their requirements in terms of services and time frame; we do not take it upon ourselves to pressure the family with unwanted services and goods. As a family owned and operated funeral home, Francis J. O'Connor, Jr., and his staff are able to address the needs of all families. Our independent status allows decisions to be made on the local level. We are not required to meet the goals and expectations of a corporate conglomerate that are often far removed from the area and the needs of the families we serve. O'Connor Brothers offers a modern, tastefully appointed environment; that is completely air conditioned, meets all ADA requirements and features the largest off street parking of any funeral home in the greater Worcester area.

Updated Jul 2026

New York Life Insurance

📍 19 Maple St, Spencer, MA, 01562

📞 508-885-5432

🌐 newyorklife.com

Brian Granville Financial Services

📍 195 Greenville St, Spencer, MA, 01562

📞 774-745-8014

Updated Jul 2026

Edward Jones - Financial Advisor: Cheryl Berthiaume

📍 19 Maple St Ste C, Spencer, MA, 01562

📞 508-885-5044

🌐 www.edwardjones.com

At Edward Jones, our financial advisors offer a personal approach to investing and retirement planning to help you reach your long-term financial goals.

COX Wealth Management

📍 8 Thompson Pond Rd, Spencer, MA, 01562

📞 508-762-1235

Serving Spencer, MA and outlying areas, George Cox of Cox Wealth Management is offering the folowing services but not limtied to: Insurance Planning, Inves

South Spencer Excavating

📍 99 S Spencer Rd, Spencer, MA, 01562

📞 413-627-3295

🌐 www.southspencerex.com

Compass Consulting Group

📍 645 Chandler St, Worcester, MA, 01602

📞 508-519-8518

Compass Consulting Group is committed to helping you pursue your long-term financial goals. As specialists in retirement planning, we can help you answer t

Gem Plumbing & Heating Services Inc

📍 15 Mechanic St, Spencer, MA, 01562

📞 508-885-3310

Morin Funeral Homes

📍 1131 Main St, Leicester, MA, 01524

📞 508-892-8515

🌐 morin-morrison.com