Bartholomew & Co Inc is a full-service investment management and planning firm based in Worcester, MA. With over 30 experienced advisors, they have been providing trusted financial advice since 1994, helping individuals, governments, institutions, and businesses achieve their financial goals through personalized financial plans and solutions.
With a focus on building strong personal connections with their clients, Bartholomew & Co Inc offers services such as investment management, retirement planning, tax planning, insurance planning, education funding, estate planning, and business planning. Their proactive approach and access to institutional-quality investment opportunities set them apart as a trusted financial partner in helping clients navigate their financial journey with confidence.
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