Services

I’ve been with the Charles Street team for over 10 years. They are amazing at setting up a financial and estate plans that fits both our personal and corporate goals. Their investment strategies are sound and have provided good returns in the ups and downs of the market. I completely recommend them and feel very confident in trusting them.

Charles Street has been a pleasure to work with to help us with all our financial needs. While being patient with our retirement concerns, they are proactive with our financial investments. We can rest easy knowing that with Charles Street our money is in good hands.

Charles Street has been my personal financial advisor and confidants for over a decade. Not only have they given my family peace of mind for our financial planning and life insurance needs; they have also become one of my most valued business advisors. My team now has a more comprehensive Group Health Benefits Plan and a NEW Pension Plan – unheard of in our industry! We have even taken it a step further; They provide quarterly financial information sessions for my team to offer them guidance for THEIR financial well-being covering topics such as debt repayment, saving and budgeting. Charles Street has become a one stop shop for all of my personal and business financial management!