WorthPartners

History

Serving clients for over 20 years

In 1990, Joseph J. Cahill, CLU, ChFC and Thomas J. Holmes, JD founded Joseph Cahill & Associates. From the beginning, Joseph Cahill & Associates stood out by offering comprehensive, quality services in both financial and tax disciplines. The goal was straightforward: Offer ethical, efficient, and effective answers to the tax, retirement, and risk management needs of our clients.

Word of the firm's high-quality financial services and convenient tax preparation quickly spread. In 1994, the firm upgraded to an office at 20 Court Street in Dedham, MA, where it still retains a branch today. In 2005, the company outgrew its space in Dedham, and opened a new hub at Two Adams Place in Quincy.

In 2007, the company merged with WorthPartners, LLC and took on its name. After an exhaustive evaluation of the marketplace, WorthPartners then transitioned its investment business from MassMutual to First Allied Securities.

Working with First Allied, an independent broker/dealer based out of San Diego, allows us to offer a more extensive array of investment products on a more versatile platform than ever before. As independent financial advisors, we offer you an unbiased, objective approach to serving your investment needs.

We look forward to serving clients across eastern Massachusetts in the years to come.

*Note: Tax preparation services are not affiliated with nor endorsed by First Allied Securities.