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 account, get 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 Web site 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®

Featured Content: Latest Article and Market Commentaries
Market Updates

Most Recent Article
Year-End Financial Planning Checklist: Get tips for organizing your financial life in 2017.

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Last Updated: 11/28/16

25 Newport Avenue Extension, Quincy, MA 02171 • Two Grafton Common, Grafton, MA 01519

This communication strictly intended for individuals residing in the states of CA,CO,CT,FL,IL,MA,ME,NC,NH,NJ,NY,OR,PA,RI,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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