Osaic Wealth
47yrs
Top advisor by experience in Worcester
28yrs
Joseph Bourque has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Worcester, Massachusetts. Joseph joined Worcester Advisors in 2013, a firm offering financial planning and investment management. Worcester Advisors reports being paid through a percentage of assets.
One of 232 advisors with offices in Worcester, and one of 213 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office446 Main Street, Worcester, MA 01608
How the firm is paid ?Percent of assets
Typical client at the firm ?$458,731
Advisors at the firm3
States licensed ?1 state
Services through Worcester Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowWorcester AdvisorsCurrent firm
Contact Joseph
(508) 753-7300Worcester Advisors main office 446 Main StreetWorcester, MA 01608Office · Get directions Firm websitewww.worcesteradvisors.com
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Worcester Advisors at (508) 753-7300 and ask for Joseph Bourque. Joseph works from the Worcester, MA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Worcester Advisors reports being paid by a percentage of the assets they manage. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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