Charter Financial Group, Inc

Q: What is Charter Financial Group, Inc's company size?

Charter financial group, inc has 11 - 50 people working.

Financial Services

Specialities :

Medicare planning

Retirement planning

Financial advice

And lowering health care liabilities

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

At Charter Financial Group, we specialize in the mature market. Our veteran leadership team and agents specialize in serving the Greatest Generation. We currently have offices throughout Southern New England ready to serve the unique needs of those 55 and older. Our diverse and highly trained agents and managers have a true understanding and awareness of the things that matter most to this group. Concerns of many mature Americans can include: *Hospital & doctor bills *Running out of money in retirement *Costs of nursing home or in-home care *Passing away prematurely Here at Charter Financial Group we have one simple rule: clients first, always. Its our goal to provide solutions to our clients concerns using nothing but the best products from industry leading companies. Companies with great ratings, reputations, solutions

Contact Information

Warwick , Rhode Island , United States

info@charterfinancialgroup.com

thecharterfinancialgroup.com

Charter Financial Group, Inc Org Chart

Employees

Total Employees:
28

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others29

Employees Working At Charter Financial Group, Inc

Christian Furniss

Client Relationship Manager

Nancy Kelban

Practice Manager

Casey McNeir

Retirement Specialist

Elizabeth Liechty

Financial Planner

Gavin Higgins

Financial Planner

Charter Financial Group, Inc Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@thecharterfinancialgroup.com
<first><l>@	John@thecharterfinancialgroup.com
<first>@	John@thecharterfinancialgroup.com

Buyer Intent

Pain Points	Locations	Technologies
Database Administration	Franklin, MA	financial, customer service, communication
Digital Transformation	Franklin, MA	financial, customer service, communication
Mobile applications	Franklin, MA	financial, customer service, communication
Project Management	Franklin, MA	financial, customer service, communication

Trigger

Tech Stack Used By Charter Financial Group, Inc

A quick view of products employed by Charter Financial Group, Inc

Pimcore

Access

List of technologies used by Charter Financial Group, Inc

Communication

Customer service

Financial

Link

Jobs at Charter Financial Group, Inc

Hiring 2024-01-04 13:30:27

Insurance Broker

Franklin, MA

Company Description Charter Financial Group, Inc specializes in serving the mature market and pro...

Hiring 2024-03-22 04:11:22

Life Health Insurance Agent

Warwick, RI

Exciting Opportunity: Sales Representatives Needed in Various LocationsAre you driven, eager to l...

Frequently Asked Questions About Charter Financial Group, Inc

What does Charter financial group, inc do?+

What are Charter financial group, inc's specialties? +

Medicare planning,retirement planning,financial advice,and lowering health care liabilities

What is Charter financial group, inc's industry? +

Charter financial group, inc operates in the Financial services industry.

What is Charter financial group, inc's revenue? +

Charter financial group, inc's revenue is 11m - 100m

What is Charter financial group, inc's company size? +

Charter financial group, inc has 11 - 50 employees.

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