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Our Firm

Independence, Experience, Integrity

Chartpoint Financial Group is an independent financial services firm that focuses on group retirement planning, personal investment advisory services and group employee benefit programs for small to medium sized employers.

  • We are a privately owned firm with deep roots in the community.

  • Our securities and insurance specialists provide tailored advice and customized product solutions to each unique individual or business.

  • As independent advisors, we create financial plans and solutions unbiased by the institutional demands and quotas expected by larger firms. We are not obligated to sell proprietary products.

  • The communication of product information will be tailored to your individual needs and expectations in clear and concise language.

  • Our business grows by referrals and every client's satisfaction is critical to our success.

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