CSR Financial Services, LLC - Home

Welcome to CSR Financial!

We are an independent financial firm that has been helping individuals and businesses establish and maintain their long-term financial goals since 1999.

If you’re a current client, you’ll find links to access your accountget up-to-date information about the markets, and even make an appointment with us or send us a referral.  You will also find useful resources that can help you to be a more knowledgeable investor.

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you. 

We appreciate your interest in CSR Financial Services and sincerely look forward to serving you.


Peter F. Cardoza, CFP®

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Most Recent Article

Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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