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Cra Financial Services, L.L.C.
Northfield, New Jersey
5.0
5 Reviews
CRA Financial Services, L.L.C., a local investment advisory firm based out of Northfield, NJ, is dedicated to providing comprehensive financial solutions to its clients. With a team of 13 talented professionals, including 7 experienced investment advisors, they offer expert guidance and personalized strategies to help individuals and businesses achieve their financial goals.
The firm's advisors collectively manage an impressive $966,092,000 in assets, serving over 820 individual clients. While employer funds constitute a significant portion of their assets under management, CRA Financial Services also caters to 401K and individua...see more
Assets Under Mgmt
$966.09M
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Cra Financial Services, L.L.C.
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