CRA Financial Services LLC

VISION: Our vision is to be Atlantic  County’s preeminent financial services firm.  We are committed to providing value-added, wealth enhancing services to our clients that cover six comprehensive areas of financial planning: Investment, Retirement, Insurance, Tax, Education and Estate Planning.

BACKGROUND: CRA Financial Services LLC was formed in 1998 in response to the frustration of our clients with traditional wire-house brokerage firms.  CRA Financial Services LLC is a registered investment advisor (RIA) that provides personal financial planning as a practical tool to help our clients achieve financial security and peace of mind.  In addition, we offer fee-based asset management to our clients on Fidelity’s Institutional Brokerage Group (IBG) platform.  Accounts on this platform are full service brokerage accounts that offer a complete investment package of stocks, bonds, mutual funds, cd’s and more.  The IBG platform has access to over 9,000 mutual funds, including over 2,500 no load and load-waived funds that can be bought and sold with no transaction charge.  Our experienced investment advisors develop and implement investment strategies, monitor performance against goals and make appropriate changes over time. Objective, practical advice from our financial advisors on personal financial goals is ensured, as our fee-based platform does not have the inherent conflicts associated with traditional commission accounts.

Financial Links: http://crafinancial.com Our new CRA FINANCIAL SERVICES LLC web site. http://www.fiibg.com/av/generic  Your FIDELITY INVESTMENT account online. http://www.morningstar.com    Morningstar.com is an excellent source for investment research online. http://www.moneycentral.com Money Central is the best source for all your personal finance needs.  Get quotes, stock research, portfolio tracking, news, and online bill payment. Keep informed and on track with a broad range of personal finance topics. http://www.marketwatch.com   CBS MarketWatch is an investment supersite that provides links to stock quotes, IRA information, financial news, mutual funds, stock recommendations, investment message boards and much more.

E-mail us: TEReynolds@capaldireynolds.com