CSR Financial Services, LLC - Home


Peter F. Cardoza, CFP®

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 become 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.