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.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, 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...

Today, we pause to honor the service members who made the ultimate sacrifice.May this Memorial Day be filled with gratit...
05/25/2026

Today, we pause to honor the service members who made the ultimate sacrifice.

May this Memorial Day be filled with gratitude and reflection.

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains 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...

Long-term care is one of those “what if” topics that’s easy to avoid.Still, it can affect the retirement strategy and ca...
05/15/2026

Long-term care is one of those “what if” topics that’s easy to avoid.

Still, it can affect the retirement strategy and cash flow you’re counting on, especially if care is needed for an extended period.

Even a simple estimate can help you plan more proactively and start the right conversations.

Get your estimate with our Long-Term Care Needs Calculator here:https://archstonefinancial.net/resource-center/insurance/long-term-care-needs-1?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t ...
05/14/2026

Markets are high, risks are real—but so are opportunities. With solid growth and cash on the sidelines, pullbacks don’t have to be scary. Staying flexible and opportunistic still matters.

Markets are at record highs—but it’s not all smooth sailing. Inflation and global headlines may stir up some bumps, and rate cuts may be harder to come by.…

Where you keep your cash becomes increasingly important as you approach and enter retirement. Savings accounts, money ma...
05/13/2026

Where you keep your cash becomes increasingly important as you approach and enter retirement. Savings accounts, money markets, and CDs each play a different role depending on access, timing, and spending needs.

Our latest blog breaks down how retirees often use these cash options together and how they can work alongside your retirement income sources.

Read it here: https://www.archstonefinancial.net/blog/savings-vs-money-market-vs-cds-cash-strategies-for-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Address

324 Grove St
Worcester, MA
01605

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