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Who We Are

The Charles River Financial Group is an independent financial advisory firm specifically focused on estate planning, insurance planning, and long-term care planning.

We have nearly 30 years of experience and are dedicated to serving our clients.

Our Story







In this highly sophisticated and rapidly changing financial environment, it is critical that individuals and businesses protect and enhance their current financial resources while also preparing for their future security. This requires careful planning and prudent management of one's financial assets. 

Unfortunately, due to the complexity of today's financial world, the day and age of the single advisor who can provide all necessary financial services have passed. No one type of professional can now adequately handle such diverse financial needs as income taxes, investments, estate, and retirement planning and risk management.

At the time of its formation, Charles River Financial Group realized this and determined that it would assemble a unique professional staff that could truly offer complete financial services to both individuals and businesses under one roof. The firm achieved that objective and its staff now includes Certified Financial Planners, accountants, Investment Advisor Representatives, Registered Securities Representatives, insurance professionals and other experienced, licensed professionals.

As a result, we offer diverse ranges of integrated financial services. In addition, the firm prides itself on providing prompt, personal and highly professional services. Charles River Financial Group is committed to meeting its client's financial needs now and in the future.

Reaching a Deal
Analysing Data
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