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®
President


Featured Content: Latest Article and Market Commentaries
Market Updates

Most Recent Article
Talking to Your Aging Parents About Their Finances. It's crucial to sit down with your parents to discuss the issues that may arise–before they need your help.

View the Featured Article

Last Updated: 07/21/14
























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

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