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 estate 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.

Read the latest issue of Financial Watch here:
09/17/2026

Read the latest issue of Financial Watch here:

When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…

An emergency fund can help cover unexpected expenses without throwing the rest of your financial plan off track.Your tar...
09/16/2026

An emergency fund can help cover unexpected expenses without throwing the rest of your financial plan off track.

Your target typically depends on monthly expenses, income stability, household needs, and how much cushion feels appropriate for your situation.

Use our emergency fund calculator to estimate a savings goal based on your current monthly expenses: https://archstonefinancial.net/resource-center/retirement/resource-center-retirement-emergency-fund-calculator?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Our favorite part of Archstone Adventures has been seeing where you took us. Here’s a look back at every sunny, magical,...
09/16/2026

Our favorite part of Archstone Adventures has been seeing where you took us. Here’s a look back at every sunny, magical, everyday moment you shared.

Happy work anniversary to John, our Client Services Associate! We appreciate your hard work and commitment.
09/15/2026

Happy work anniversary to John, our Client Services Associate! We appreciate your hard work and commitment.

Retirement often brings a shift from saving and building to spending, managing income, and adjusting to a new rhythm.Thi...
09/14/2026

Retirement often brings a shift from saving and building to spending, managing income, and adjusting to a new rhythm.

This article explores five habits that can support a more confident transition, from regular financial check-ins to adapting spending and simplifying accounts.

Read it here to learn more about preparing for the road ahead: https://archstonefinancial.net/resource-center/retirement/adapting-your-money-habits-for-a-confident-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Join us for an exclusive virtual event:Understanding Medicare: Making Informed Healthcare Decisions, presented in partne...
09/14/2026

Join us for an exclusive virtual event:

Understanding Medicare: Making Informed Healthcare Decisions, presented in partnership with NFG Brokerage. We are joined by Lina Storm, CLU, ChFC, M.B.A; EVP, Head of Advanced Insurance Solutions for NFG Brokerage.
In this hour, we will review
• important enrollment timelines,
• what you need to know before enrolling,
• coverage options to consider, and
• common mistakes to avoid.

Our goal is to help you understand the decisions ahead and feel prepared to make informed choices about your Medicare coverage.
Registration Link:
https://zoom.us/webinar/register/WN_E22W2vKfQ7-lzkUck5b0Eg #/registration

We encourage you to share this invitation with anyone it might bring some insight and education to -we're thrilled to hear many of you are already doing this!

Meet our Guest Speaker, Lina Storm, CLU, ChFC, M.B.A
EVP, Head of Advanced Insurance Solutions for NFG Brokerage
Lina has over 20 years’ experience specializing in the promotion of advanced planning strategies, helping wealth advisors to position and design optimal insurance solutions for their clients. Lina Storm is a Registered Representative with Cetera Wealth Services, LLC.

Could the Fed pull the trigger on another rate hike?Inflation pressures remain elevated, so will be watching Wednesday's...
09/14/2026

Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead 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...

Celebrating Christine, our Client Relationship Manager, on her work anniversary! Thank you for all you do.
09/12/2026

Celebrating Christine, our Client Relationship Manager, on her work anniversary! Thank you for all you do.

Today, we remember the lives lost on September 11, 2001.We honor the heroic courage of our first responders, the strengt...
09/11/2026

Today, we remember the lives lost on September 11, 2001.

We honor the heroic courage of our first responders, the strength of survivors, and the resilience shown in the days and years that followed.

We will never forget.

Medicare Open Enrollment runs from October 15 through December 7 each year.During this window, people with Medicare can ...
09/10/2026

Medicare Open Enrollment runs from October 15 through December 7 each year.

During this window, people with Medicare can review coverage and make certain changes to their Medicare health or prescription drug plans for the following year.

Before enrollment opens, take time to review your current coverage, medications, providers, and expected health care needs.

Address

324 Grove St
Worcester, MA
01605

Website

Alerts

Be the first to know and let us send you an email when Mark P McCormack, CFP, CLU posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The School

Send a message to Mark P McCormack, CFP, CLU:

Shortcuts

Share