About Charter Financial Group
Charter Financial Group is a comprehensive financial services firm committed to the working men and women, teachers, business owners, and self-employed professionals in Massachusetts and Rhode Island seeking to protect their families and financial futures. We offer comprehensive retirement planning services, securing your legacy and providing the guidance you need to have peace of mind in retirement.
Our clients are neighbors and friends in the local communities who seek out our holistic approach to effectively avoid financial and market risks, grow and protect their wealth, have tax-efficient retirement income, and transition their estates through tax-advantaged planning.
We are a dedicated to helping our clients improve their long-term financial success. Our customized programs are designed to grow, help protect and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.