CRA Financial

332 Tilton Road

Northfield, NJ

609.641.4000

Wealth Enhancing

     Has there ever been a more critical time in our Nation's history regarding your family's personal assets? Now more than ever you need professional guidance to protect what you have; to optimize what you have; and to plan for your future. CRA Financial Services, LLC is a comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's assets.

     Matthew J. Reynolds, CPA, CFP, is co-founder of CRA Financial Services, L.L.C. along with his brother Tom. After earning his BS in accounting from Lehigh University in 1992, Matt worked as an auditor of non-profit and financial services companies for Arthur Andersen & Co. in Philadelphia. He joined Capaldi Reynolds & Pelosi P.A. in 1995. In 1998, Matt co-founded CRA Financial Services, LLC. As a Certified Financial Planner , he specializes in asset management that builds on the foundation of a solid financial plan. He presently serves on the Board of Directors of Cape Savings Bank.

     Thomas E. Reynolds, CPA, completed a BS in accounting from Villanova School of Business in 1987 and then joined the CPA Firm Capaldi Reynolds & Pelosi P.A, concentrating on individual income taxation and pension and profit-sharing consulting for small, closely held businesses. In response to the mistreatment of his clients by wire house brokerages, Tom co- founded CRA Financial Services, LLC in 1998. With an emphasis on tax efficiency and investment research Tom looks to create specialized portfolios catering to each specific client’s particular needs. Tom is active in a variety of charitable and community organizations.

     CRA is a qualified, SEC-registered investment advisor that provides that all-important personal financial planning as a practical tool to help you achieve financial security and peace of mind. Their services essentially cover critical areas such as investment, tax, insurance, retirement, education, and estate planning. There is so much to consider in these frightening economic times, and what CRA really brings to the table is that elusive thing called "peace of mind."

     This company offers you a cost effective program involving wealth enhancing services. The experts at CRA are totally commited to maintain and improving your financial well being, and that translates to the peace of mind (happiness)that you expect and deserve. It is so true that financial goals begin with a dream, and most importantly, achievingthem REQUIRES a PLAN. Allow yourself to continue to dream while CRA develops your plan.

Our Services:

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.

Investment Planning

Education Planning

Retirement Planning

Tax Planning

Estate Planning

 

Insurance Planning

 

 

 

CRA Financial

THE MAGAZINE

 

SUBSCRIBE / ARCHIVES

CONTACT US

info@njlifestyleonline.com

Phone:  609-513-0813

ADDRESS

NJ Lifestyle Magazine, LLC

P.O. Box 1183
Absecon, NJ 08201