Charles River Financial Group Information

Wealth management is the integration of several financial disciplines, delivered by independent and objective consultants/advisors who collaborate to provide you appropriate solutions to achieve your desired financial outcome. We work with like-minded individuals and institutions to design and manage comprehensive wealth management solutions. Disclaimer: This commentary is provided for educational purposes only. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed. Past performance is not indicative of future results. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Asset Strategy Advisors, LLC. (ASA) Insurance offered through Charles River Financial Insurance Agency, Inc. (CRFIA) Charles River Financial Group, ASA,CRFIA are independent of CIS, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.