Couture Financial Services is a financial planning firm in Millbury, MA, located at 34 Grafton Street, Suite 4. Founded by Paul Couture, the firm has operated since 1976. Mr. Couture holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He graduated from Assumption College with a degree in Psychology and served on the New England Life Leaders Association’s Executive Committee. He is a Life Member of the Million Dollar Round Table.
The firm provides investment analyses, retirement planning, insurance, and estate planning for individuals and business owners. Retirement planning services include guidance for 401(k)s, 403(b)s, 457(f)s, 457(b)s, SEP and Simple IRAs, Traditional and Roth IRAs, and variable annuities. Investment services encompass brokerage and managed accounts, asset management, mutual funds, tax-exempt bonds, and 529 plans. The firm also offers MorningStar services, including fund ratings, portfolio snapshots, and comparisons.
Estate planning assistance includes trust documents, gifting, business buy-sell agreements, and charitable giving. Additional services include executive benefit planning, business continuation plans, and notary public services. Securities and advisory services are offered through LPL Financial, a registered investment advisor and member of FINRA/SIPC. The firm can be reached at 866-388-8940.
The firm sits on Grafton Street, just over a tenth of a mile from Worcester Street and South Street. It is also within walking distance of the Grafton Public Library and a short drive from Norcross Park.
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