CRA FINANCIAL

CRA Financial, LLC was formed to give our customers a more personalized alternative to traditional wire-house brokerage firms. CRA is an SEC-registered investment advisor. As a fiduciary comprehensive wealth management firm, our clients' needs are our first priority... As a fiduciary wealth management firm, we are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner. This remains consistent with our philosophy that putting your best interests first is our priority. Our team is experienced in working with clients through many different life events. Whether you're a business owner, working professional, athlete, retiree, recently divorced or you recently received a sum of money; and retirees alike... Your financial goals are unique, so we work with you to create a customized portfolio to meet your needs. In most cases, we believe a diversified portfolio of equities, and fixed income may offer optimal risk-adjusted returns. Alternative..

Also known as: CRA Financial, LLC

Primary location: Northfield United States