Colin Roe's Colleagues at CSR Financial Services
Colin Roe's Contact Details
508-839-1040
CSR Financial Services
Colin Roe's Company Details
CSR Financial Services is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you pursue your goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IA, LA, MA, ME, NC, NH, NY, RI, SC and VT . 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.Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency.Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlContact us at 508-839-1040.