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Carr Financial Group has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients.

Forbes Selection Methodology

We have received accreditation from the Better Business Bureau (BBB), which is based upon our agreement to abide by and adhere to their accreditation standards, which include building trust, advertising honestly, being transparent, honoring promises, being responsive, safeguarding privacy, and embodying integrity.

These materials have been independently produced by Carr Financial Group (“CFG”). CFG is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. CFG provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will affect transactions for your account on our instruction.

Carr Financial Group CRS

Important Disclosures

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