CHARLES RIVER FINANCIAL SERVICES

For almost 30 years, we've been educators and advocates for our clients. Acting as a fiduciary asset manager when managing your investments, we seek to bring you the knowledge you need to make important financial decisions in a prudent and timely manner... In order to provide a high level of personalized attention, we limit the number of new clients we work with each year and work only with those for whom we can add significant long-term value... Here you will find an independent financial services firm that provides wealth-management solutions and strategies for individuals and their families.

Also known as: Charles River Financial Services, LLC

Primary location: Needham United States