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