Community Involvement

How We Give Back

My commitment to the community I serve is strong as well. I am proud to be an active member of both the Wachusett Area Chamber of Commerce the Worcester Chamber of Commerce and the Worcester Executives Association

β€œIn my 40 years of experience, it has become clear that my work is bigger than the individual. I have recognized in creating implementable and actionable financial plans, we not only help everyday people & their families; we build stronger communities.”

– Graham Merk

Local Partnerships

Wachusett Area Chamber of Commerce

As a member of the Wachusett Area Chamber of Commerce Golf Outing Committee, we helped organize our 13th annual Scholarship Scramble Golf Tournament on May 15th to raise money for local high school students entering college. We awarded three $2,500 scholarships.

Holden Little League

Calling all baseball fans! This year IA Financial Advisors supported the Holden Little League baseball program by sponsoring a banner. Make sure you check it out when cheering on the baseball teams!

Holden Days

Also with the chamber, we sponsored the information booth for the annual Holden Days, a celebration throughout the town of Holden that featured food, festivities and fun. Our Kids Corner booth featured a balloon twister as well as a magician. Below are pictures of our team at our business booth which had four raffle baskets and information about the services we provide.

Other Initiatives

One of IA Financial Advisors core principles is to give back to the community. Given this ideal we are always looking for opportunities to support local initiatives. If you have a cause, non-profit, or organization that you feel we could benefit please reach out to us. Below is some of the initiatives we’ve engaged with recently.

  • Sponsored the 2020 Holden Little League
  • Sponsored the 2020 Worcester Little League
  • Sponsor of the Wachusett regional High School boys Ice Hockey Championship Playoffs.
  • Sponsored the 2019 Quabin Girls Track Meet

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.