About Us

Company Overview

SK Financial is a boutique firm founded in 2001, in Worcester, Massachusetts. The primary mission is to provide financial products and services that meet the needs of individuals, small businesses, corporations, and institutions. We now serve the greater New England area and beyond through our online service options.

In designing our company’s operations model, we spent a lot of time exploring outside of the box. Is there some way to blend technology and people, to meet financial needs across cultural groups and business sector lines? The answer is yes!

This design and understanding have given us a unique competitive edge. We now comfortably operate at the intersection of Accounting, finance, business analytics, and technology. As a result, we are better positioned to understand common business problems and to provide actionable solutions for our clients.

Our Core Values

Clients First – We believe that our most important objective as a company is to meet consistently or to exceed the needs and expectations of our clients. To accomplish this, we start from the point of understanding. We will listen carefully, respond quickly, and strive to deliver the best products and services in the industry.

Knowing you- As we grow, we pride ourselves on being big enough to serve our clients and yet small enough to know them individually. This is why we measure success one client at a time.

Relationships Based On Integrity and Trust – In all of our dealings, internally and externally, we will be honest and keep our word, understanding that an impeccable reputation is critical to our success. At all times, we will treat others with the respect and dignity that they deserve.

Sustainable Business Model – We will use our talent wisely to create products and services that customers require and desire. We will seek opportunities to employ our knowledge and skills so that we may create long-term value for our stakeholders.

Professional Growth – Throughout our company, we will empower ourselves, our partners and our associates to develop their abilities. We will encourage extra effort and reward outstanding achievement, and we will provide opportunities for advancement that represent the mutual benefit of the company and the individual.

Contact Us.

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

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