Connect with Kristen!Kristen, a Wealth Management Consultant with Axial Financial Group, LLC, now maintains an office at CRR and brings a unique opportunity for our client base to receive personal and professional wealth management services, customized specifically to your needs. Kristen offers the clients of CRR a complimentary review of their current financial situation along with suggestions, all with no obligation on the part of you, the client.
Kristen is a CERTIFIED FINANCIAL PLANNER ™ professional with over 15 years of experience working with individuals and their families in all facets of their financial life.
The College of William & Mary
Commonwealth Financial Network, Series 7 and 66 registrations, as well as state insurance licenses.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Axial Financial Group, 5 Burlington Woods, Suite 102, Burlington, MA 01803. (781) 273-1400.
CRR, LLP, Axial Financial Group and Commonwealth Financial Network are separate and unrelated entities.
This communication is strictly intended for individuals residing in the states of CA, CT, DC, FL, MA, MD, ME, MT, NH, NJ, NY, PA, RI, SC, VA and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
"CRR” is the brand name under which CRR, LLP and Bridgepoint Alliance, LLC, doing business as CRR Advisors, offer professional services to its respective clients in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. CRR, LLP is a licensed independent CPA firm that delivers attest services to its clients. CRR Advisors provides tax business consulting, and other non-attest services to their clients. Although it may employ CPAs, Bridgepoint Alliance, LLC is not a licensed CPA firm. The use of the terms “our firm,” “we,” and “us,” and similar language, may refer to CRR, LLP and CRR Advisors as it operates in its alternative practice structure.
