CRA Financial, LLC

CRA simplifies my finances so its easy to understand. Joe set up a retirement account for my company, which allows me to consistently invest and also saves me in taxes. I highly recommend them to all small business owners!
Apr 10th, 2022

When it comes to my investments, to be honest, I dont really trust myself. As a result, I searched for someone trustworthy to handle my extra income. Thankfully, Joe McCaffrey is my CFP point person working with the entire CRA Financial team. Hes helped establish tax efficient portfolios with a focus on managing risk instead of only focusing on returns. CRA is a fiduciary firm, so I know they have to work in my best interests. Overall, my money is safe, and my mind is at ease, which is a wonderful feeling in todays busy world.
Oct 10th, 2021

Joe and the team helped me set up my retirement accounts. The entire process was simple and theyre always available to answer all of my financial questions.
Sep 10th, 2021

Joe McCaffrey and the group at CRA Financial has been excellent with communication, theyre extremely professional, and they are always looking for tax strategies to reduce my taxes. I meet with Joe in Haddonfield, NJ at least twice a year to discuss financial planning and enjoy working with this team to achieve my goals.
Jul 9th, 2021

From Joanna at the reception desk to Bob Martin my CFP, I know that CRA Financial employs true professionals who value their clients' experience every time
Feb 27th, 2021