Positive: Professionalism, Quality, Responsiveness, Value
Charles is a fantastic person and source of knowledge to speak with regarding your finances. My partner and I were looking for a fresh view of our finances – where we are and where we would like to be – as quickly and responsibly as possible. Charles will not only give you ample time to speak with him regarding your situation (3+ hours – WOW total steal), he will help to break the situation down, find where your money is going and walk you through a plan that fits your needs. You will also receive a full summary from Charles that explains everything you spoke about, including helpful materials covering student debt, selling a timeshare, 401’s/IRA’s, etc. Charles provides a service that’s valuable for anyone in any situation. You will feel better informed and more prepared when tackling your finances. I know we do!
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