Investment advisory services; financial planning and wealth management services; fiduciary financial counseling, namely, helping others build a better working relationship with their money; estate planning; financial retirement plan consulting services; and individual financial planning for retirement; all of the foregoing provided on a strictly fee-only fiduciary basis and specifically excluding the sale of insurance products, the issuance of annuities, and commission-based financial brokerage.

'advisori':2 'annuiti':61 'base':65 'basi':49 'better':18 'brokerag':67 'build':16 'commiss':64 'commission-bas':63 'consult':29 'counsel':12 'estat':24 'exclud':52 'fee':46 'fee-on':45 'fiduciari':10,48 'financi':4,11,26,33,66 'forego':40 'help':14 'individu':32 'insur':56 'invest':1 'issuanc':59 'manag':8 'money':23 'name':13 'other':15 'plan':5,25,28,34 'product':57 'provid':41 'relationship':20 'retir':27,36 'sale':54 'servic':3,9,30 'specif':51 'strict':44 'wealth':7 'work':19

CHARTERED FINANCIAL SERVICES, INC.

Owner

Goods & Services