CSR FINANCIAL SERVICES
Help Make Your Dreams Attainable
Your financial planning is about more than accumulating money. It’s about your aspirations. Whether you’ve been dreaming of retirement, a more comfortable lifestyle, or funding your children’s education, you need a comprehensive financial plan to help get you there.
Wherever you are in life — whether you’re just starting out, nearing retirement, or living in retirement — we can help you build a plan to finance the dreams you have for the people you care most about.
LIVE YOUR DREAMS
Why Partner with Us
When you get to know us, you’ll see we have the knowledge and experience to help put
you on your path to sustainable wealth.
Small Firm with Big Service
We are dedicated to delivering the one-on-one personalized service you want. Because we are a boutique firm, we’re able to provide a customized plan that works for you and your goals in life.
Through our affiliation with Commonwealth Financial Network®, one of the nation’s largest networks of independent financial advisors, we have access to a wide selection of investment vehicles, deep research, and robust technology. You’ll get small firm attention backed by big firm resources.
HOW WE HELP
You have distinct hopes, dreams, and goals. That’s why we create a customized path toward your future aspirations
with appropriate strategies that are right for you.
Doing What’s Right for You
Peter Cardoza has earned a CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards. He is commited to serving his clients’ best interests today to prepare for a secure tomorrow.
Peter’s advanced planning certification, independent advice, and fiduciary approach means you can trust him to do what’s right for you.
FIND OUT MORE
Connect with Us
Let’s start the conversation. You never know what’s possible
until you take the first step. Contact us to schedule a