Mark P McCormack, CFP, CLU

Mark P McCormack, CFP, CLU Managing Partner and Financial Planner at Archstone Financial We live in a fast-paced, constantly changing world. The choice is yours.

One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service. Whether you're looking for investment strategies, retirement income, funding for your child's education, or es

tate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. Areas of Focus:
Retirement Planning Strategies
Women's Financial Strategies
Saving for Education
Small Business
Retirement Income Strategies
Estate Planning Strategies

I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct business in GA, CT, MI, RI, NH, NC, FL, SC, NY, AZ, VT. Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity

Archstone Financial is not a subsidiary of nor controlled by Cetera Advisor Networks.

Our first was a Puppy Birthday Party this past weekend. Looks like a good time was had by all!
06/03/2026

Our first was a Puppy Birthday Party this past weekend. Looks like a good time was had by all!

Retirement income decisions can feel high-stakes, especially when savings have to do the heavy lifting.The strategy behi...
06/03/2026

Retirement income decisions can feel high-stakes, especially when savings have to do the heavy lifting.

The strategy behind how you withdraw matters just as much as how much you've saved, and the details (withdrawal rate, portfolio mix, inflation adjustments, market timing) can make a significant difference in how long your assets last.

Here's what to know before you start taking distributions:https://archstonefinancial.net/resource-center/retirement/systematic-withdrawals-in-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Would you like to be a part of our this summer?
06/02/2026

Would you like to be a part of our this summer?

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Happy work anniversary to one of our Financial Advisors, Christopher!We appreciate your commitment to providing professi...
06/01/2026

Happy work anniversary to one of our Financial Advisors, Christopher!

We appreciate your commitment to providing professional guidance to our clients.

Happy work anniversary to our Business Development Officer, Edward!Thank you for your continued dedication to our team. ...
06/01/2026

Happy work anniversary to our Business Development Officer, Edward!

Thank you for your continued dedication to our team. đź‘Ź

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

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324 Grove St
Worcester, MA
01605

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