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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 info@charles-river.com.

© 2019 Charles River Financial Insurance Agency, Inc.

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Disclaimer: This commentary is provided for educational purposes only. The information, analysis, and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed. Past performance is not indicative of future results. 

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.

This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.