Team profile


Your financial companion at every step

Our mission at Crestpoint Financial Group is to help guide your financial journey. Located in Worcester, Ma., we aim to serve as your steadfast beacon amidst the ever-changing tides of life.

Our personalized strategies and insights are tailored to integrate with your unique lifestyle and values seamlessly.

Let's meet to discuss what's most important to you. Request a complimentary initial consultation.

Areas of focus

  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Divorce Financial Planning

Awards & recognition

  • Karen Maloney-Hagel, Forbes Best-in-State Women Wealth Advisors, 2026
  • Karen Maloney-Hagel, Ameriprise Circle of Success, 2023-2025
  • Karen Maloney-Hagel, AdvisorHub Women Advisors to Watch, 2025
  • Crestpoint Financial Group, Ameriprise Client Experience Award, 2020, 2024, 2025
  • Karen Maloney-Hagel, Ameriprise Ultimate Digital Excellence Award, 2024