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.

Archstone is soaking up the sun in Ocean Park, Maine today. Wishing you a bright, beautiful day wherever you are.       ...
06/16/2026

Archstone is soaking up the sun in Ocean Park, Maine today. Wishing you a bright, beautiful day wherever you are.

If you run a business, retirement planning can feel like one more decision competing for your attention.A SEP-IRA can of...
06/15/2026

If you run a business, retirement planning can feel like one more decision competing for your attention.

A SEP-IRA can offer a straightforward way to save for retirement without the same overhead as some other options.

If you’re weighing whether it's a good fit for your situation, start with the key pros, cons, and eligibility basics.

Learn more in our article here: https://archstonefinancial.net/resource-center/retirement/is-a-sep-ira-right-for-your-business?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more 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...

Retirement can give you more time to focus on your health, but also more complexity to navigate.Practicing medical self-...
06/12/2026

Retirement can give you more time to focus on your health, but also more complexity to navigate.

Practicing medical self-advocacy means making sure your care plan matches your life plan. Ask clear questions, capture answers in writing, and align medical decisions with your financial goals.

Explore simple ways to take charge of your care and related financial matters in our latest blog: https://www.archstonefinancial.net/blog/medical-self-advocacy-in-retirement?utm_source=SA&utm_medium=Social&utm_campaign=SAAS

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise 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...

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, ...
06/05/2026

No team wins with just one superstar, and no portfolio should bet on just one market. With the World Cup as a backdrop, the Cetera Investment Team explains why portfolios with global exposure are better equipped to adapt, adjust, and stay competitive no matter how the game changes.

The 2026 FIFA World Cup features a record 48 teams from six continents, with matches held across the United States, Canada, and Mexico. Billions of viewers…

Address

324 Grove St
Worcester, MA
01605

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