Home
About Us
In The News
Account OneView
Contact Us
Featured Links
Tell A Friend

Welcome!

Whether you are a prospective client interested in the services that my firm offers, or an existing client simply checking back to see "what's new", I hope this web-site provides you with the information you are looking for. My firm's mission is simple:

"To provide you with comprehensive and trustworthy advice that empowers you to efficiently utilize your financial resources so that you may live your ideal life."

Simply put, we provide comprehensive financial planning and investment planning services to clients who generally have at least $300,000 of invested assets. Yet despite our firm's tremendous growth, we believe, we've never lost sight of what's important in life. At the end of the day, no matter your occupation or role in life, you must be able to put your head on the pillow and know that you have done "the right thing". For nearly a decade we have strived to do just that.

If you are a prospective client, I encourage you to learn more "About Us", "What We Offer", "Who We Serve", and ultimately "Why Choose Us". If you are interested in scheduling a complimentary consultation with me, or if you have additional questions or concerns, please feel free to call or e-mail me.


Sincerely,
Craig
Craig DuVarney, CFP

 
2194 Main Street
Concord, MA  01742
Phone 978.772.2156   Fax 413.254.9735
©2010 Craig DuVarney, CFP™. All rights reserved.

Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Advisory services offered through Craig DuVarney, CFP ™, a registered investment advisor licensed in the state of Massachusetts. As such, these services are strictly intended for individuals residing in MA.

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of MA, NH, ME, RI, NY, PA, FL, NC, SC and CA. No offers may be made or accepted from any resident outside the specific states referenced. 3 Centennial Drive Peabody, MA 01960 (978) 977-4757