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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.

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  • Four Ways to Double the Power of Your Tax Refund
    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.ยน What you do with a tax refund is up to you, but here are some ideas that may make your
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Spring Cleaning Your Finances
    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
  • What are bond ratings?
    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
  • What bond ratings do agencies use?
    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
    
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 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 CA, CO, CT, DC, ME, MA, MI, NH, TX 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.