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October 2021 by Nick Wilson
I have worked aside Charles for several years, and have only known him to be a true professional and trustworthy advisor. I would highly recommend him as I know he will follow through on his word.
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October 2018 by Matthew Ipatenco
Charles has been excellent! He has answered all questions we have had and helped us lay out a very well planned strategy. Always timely and willing to go the extra mile. He truly works to understand your goals and limitations and find ways to ensure you are prepared for the future without putting undue stressors on your finances. We all want to save and prepare for retirement without limiting how much we can enjoy life TODAY! Charles gets that.
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October 2018 by Alan Funk
Very friendly. Charles, and Georgia very easy to deal with. Semper Fi! Semper Familia!
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October 2017 by Carole Munns
Charles has been a wonderful financial advisor for us! I would recommend him to anyone. He is an honest and trustable man and has helped us tremendously.
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October 2015 by Berkley Jones
Charles was doing door to door solicitation. I don't appreciate my dinner being interrupted in order to receive his business card. I don't know how he rates as a financial advisor, but he thinks door to door solicitation is a good idea.
