Overview

We are a full service financial planning and investment firm that is seeking to expand our practice in the middle Georgia area. Information below is reflective of both me and my partner/co owner Stan Charping. Our desire is to expand our practice and take on junior partners as needed. We are committed to providing the highest level of service and communication to our clients. We have been in the business for around 14 years each and have been independent since 2009. We each hold advanced planning designations.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...