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(781) 235-4417

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Advisory services offered through Asset Strategy Advisors, LLC. (ASA), Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. 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.

© 2020 Charles River Financial Insurance Agency, Inc.


Our comprehensive back office and cutting edge resources

enable us to provide professional and powerful service.

We provide the following solutions to our clients:

  • ​Retirement Planning

  • Insurance Planning/Risk

  • Management

  • Investment Planning

  • Tax Planning

  • Estate Planning

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Our Guide includes: 

  • Personal Financial Planning

  • Investment Planning

  • Real Estate Planning Strategies

  • Tax Planning

  • Estate Planning and the Estate Planning Pyramid

  • Debt Management Strategies

  • Risk Management

Our team of skilled professionals can help you better understand the ins and outs of

Financial Planning and all of the options that are available to you.