Concord River Financial

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United States
Acton, MA
Concord River Financial

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No offers may be made or accepted from any resident of any other state.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

10/31/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

10/29/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

10/24/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

10/22/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

10/22/2026

We are so excited to announce two new additions to our CRF team! 🎉🎉

⭐Anthony Marchitto, LPL Financial Advisor and the son of our business partner, Carl Marchitto, joins us with more than nine years of industry experience, including owning and operating an independent financial planning practice since 2020. Having grown up around the business, he brings a solid, practical understanding of the industry and a strong background in financial, tax, and estate planning.

⭐We’re also pleased to welcome Isabella Pilato, who joins us as a LPL Registered Client Associate. Earlier this year, she completed both the Series 7 and Series 66 exams held through LPL Financial, earning registration as a General Securities Representative and an Investment Adviser Representative. Isabella originally joined Anthony’s firm in June 2024 and will now be supporting our team here at CRF, helping us continue to deliver attentive service to our clients.

✨We anticipate that both Anthony and Isabella will be major contributors to the future of Concord River Financial and the service we provide. Please join us in welcoming these talented additions to our team! https://www.concordriverfinancial.com/meet-our-team

10/17/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

10/15/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

10/10/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/08/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

10/03/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Address

319 Littleton Road, Suite 303
Acton, MA
01886

Telephone

+17814047009

Website

http://www.concordriverfinancial.com/

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