Charles Financial Service

Charles River Financial Services is an independent financial services firm that has been providing wealth-management solutions and strategies for individuals and their families for nearly 30 years. They act as fiduciaries, offering personalized attention and advocating on behalf of their clients to help them make important financial decisions in a prudent and timely manner.

With a commitment to simplifying the complexities of money, Charles River Financial Services believes that advice should be communicated in a common language and fees should be straightforward. They limit the number of new clients they work with each year to ensure they can add significant long-term value, and their unwavering dedication to their clients and their families sets them apart in the industry.

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