Our clients’ best interest is our first priority.
Capaldi Reynolds & Pelosi, P.A. and CRA Financial Services, L.L.C. together bring unique levels of experience to the full range of personal and business ﬁnancial planning. Our main focus is on six areas of expertise:
Developing and managing your portfolio through asset allocation and securities diversification.
Estimating potential future education costs, exploring alternatives, and developing & implementing sound financial strategies to achieve your goals.
Optimizing tax efficiency with specific, technical knowledge of federal and state tax codes.
In collaboration with your legal counsel, we formulate a combination of financial strategies to preserve family wealth and facilitate the continuance of your business.
Sound financial planning strategies for a worry-free retirement.
Comprehensive protection from severe financial loss for you and your family.