Northfield NJ CPA – Tax, Accounting & Consulting Services (609) 641-4000  | 

Financial Planning

Critical financial challenges call for solutions that are, at once, sophisticated and practical. With a vision to be southern New Jersey’s preeminent and most trusted financial services firm, 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. We are committed to providing value-added, wealth-enhancing services to our clients in a cost-effective manner that remains consistent with our philosophy that putting our clients’ best interest first is our first priority.

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.

Meet Our Financial Planning Experts

Matthew J. Reynolds CPA, CFP

Matthew J. Reynolds CPA, CFP


Industry Insights

Money Watch: Elder Financial Exploitation

Money Watch: Elder Financial Exploitation

Technology has been a huge benefit to people across the world, but it has also led to a dramatic increase in the scope and size of Elder Financial Exploitation (“EFE”). The Financial Crimes Enforcement Network (“FinCEN) defines EFE as the “illegal or improper use of...

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The World of Higher Education in 2023

The World of Higher Education in 2023

A 2023 national survey revealed a shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a four-year college degree is not worth the cost due to students graduating with significant debt and a lack of specific job...

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