Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to Chartpoint Financial Group, LLC

At Chartpoint Financial Group, we operate with the highest standards of independence, experience, and integrity. Our goal is your success. We strive to achieve long-lasting relationships with our clients. This requires trust, communication, and shared values. We provide the clear, concise, and unbiased information you need to feel confident in your investment decisions. Whatever your stage in life, we can provide a customized financial strategy to meet your requirements. Through personalized attention and ongoing professional guidance, we help our clients make prudent financial decisions to achieve long-term financial security.

Latest Video Client Alert
Newsletters
  • The Tech Sector Could Be Dominating Your Portfolio
    The biggest names in technology powered stock market gains and bouts of volatility in 2017, and the trend continued into 2018. The S&P Information Technology sector
  • Infographic: Financial Lessons from Football
    Content will appear in the future.
  • Ten Year-End Tax Tips for 2018
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • How can I protect my personal and financial information from credit fraud and identity theft?
    In today's digital world, massive computer hacks and data breaches are common occurrences. And chances are, your personal or financial
  • How can I safely shop online this holiday season?
    Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However,
    
PreviousNext
Tell A Friend Tell A Friend


 
 
 Securities and investment advisory services offered through FSC Securities Corporation, LLC, member FINRA/SIPC and a registered investment advisor. Additional insurance services offered through Chartpoint Financial Group, LLC which is not affiliated with FSC Securities Corporation.


This communication is strictly intended for individuals residing in the state(s) of CO, DC, ME, MA, MI, NH and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.