CRF Home

Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

SCHEDULE A MEETING WITH US

Our Process


Richard J. West, CMFC®

Founder | Senior Partner


Our History


Elizabeth P. Sampson, CFP®

Founder | Partner


Our Values


Carl Marchitto

Partner


Our Process


Eric Howland, CRPC®

LPL Financial Advisor


Our Values


Mary Butler-Aldrich, ChFC® CLU®

LPL Financial Advisor


To schedule with Mary, please call:

781.404.7009 x103 or
781.894.2351


Our History