Chartered Financial Services, LLC

Chartered Financial Services, LLC

Financial Services

Crafting Custom Strategies for your Financial Future

About us

We exist to bring our clients custom financial strategies and trusted insurance risk management strategies that help form the cornerstone for their financial future. Since 1986 Chartered Financial Services, LLC has been a team that you can trust and rely upon to help set your financial house in order and to protect all that is important to you. Our team is here to gain an understanding of what you value most. We will evaluate your current financial and insurance needs and goals and then will implement a strategy that will assist in achieving a brighter financial future. Whether it is wealth accumulation for education, retirement, asset protection, or small business strategies, we are available to assist. Our Financial Planners specialize in fee-based financial planning and investment management, focusing on retirement income planning. We can provide meaningful risk transference strategies through the use of insurance products, such as life insurance, long term care insurance, disability income insurance, annuities, homeowner’s and auto insurance and umbrella policies to help solidify your financial foundation. Our financial advisors offer investment advice, and some may offer financial planning. Our financial advisors and financial planners offer financial planning and/or investment advice through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services [PFPS]. A financial advisor or financial planner offers securities products and services as a registered representative of Pruco and offers insurance products as an agent of issuing insurance companies. Our Financial Professionals offer insurance and securities products and services as Registered Representatives of Pruco Securities, LLC (Pruco). Chartered Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity 1062710-00001-00

Website
www.cfs-nj.com
Industry
Financial Services
Company size
11-50 employees
Type
Public Company

Employees at Chartered Financial Services, LLC

Updates

Similar pages