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Our Process

Click on any of the images below to learn more about our services.

Accumulation

Two friends playing chess in the park

Risk Management

Looking at charts and numbers

Taxation

Taxation

Business Planning

Close-up of a businessman with a newspaper, cup of coffee and a tablet

Retirement Planning

Retire blocks

Estate Planning

Grandparents welcoming grandchildren

This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IA, IN, MA, ME, NC, NH, NY, OK, OR, PA, RI, SC, 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 offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through CSR Financial Services, LLC are separate and unrelated to Commonwealth.

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CSR Financial Services, LLC 25 Newport Avenue Extension, Quincy, MA 02171-1748 | P508.839.1040 | F617.773.9292