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Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC. (ASA) Insurance offered through Charles River Financial Insurance Agency, Inc. (CRFIA) Charles River Financial Group, ASA,CRFIA are independent of CIS.

Charles River Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Charles River Financial Group at

© 2019 Charles River Financial Insurance Agency, Inc.

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We act in your interest. We are not here to sell you proprietary products. We are here to assess your particular needs and help find appropriate solutions for you. We provide independent analysis so you can make an informed decision about what is best for your financial needs.


We have nearly 30 years of experience in our industry. We know all the ins-and-outs there are to financial services and financial planning.  We are eager to share our expert knowledge with you.


As your financial representative, we provide you our impartial, well-informed consultation. We follow through and are thorough in our attention to your needs.


We have a network of certified investment advisers, tax attorneys, estate planners, CPA's, lawyers, long-term care planners, and insurance advisers to complement your team. If you need any additional services, we have the professionals to provide it.


We integrate informational and technological resources from a variety of institutions to deliver professional and thorough services to you. Our financial planning technology, integrated portfolio platform, and insurance resources come from the leading business partners.  We can provide quick and accurate information to help save you time and money.


We have assembled an internal team of professionals. Their innovative work and experience serves as a backbone to your financial success.