The Chartered Financial Services Difference
Chartered Financial Services is a practice dedicated to providing long-term, investment management and financial planning. This is accomplished by providing a high level of personal service combined with financial advice in a manner that is tailored to each client.
| Our Goal | We strive to become your trusted advisor and the partner you can turn to for caring, quality personal advice and guidance. |
| Fee-based Financial Planning | We can address your specific financial planning needs. |
| Wealth Management | Where do you need guidance? |
| Specific Risk and Insurance Protections | Do you fully understand what protections you need? |
| Our Fee-based Planning Process | We can cover a multitude of financial planning issues and solutions. |
| Our Commitment to You | We specialize in comprehensive planning services for a fee. |
Meet Our Team
Welcome to Chartered Financial Services
In a career spanning more than 35 years, my team and I have taken client service to new levels. By offering comprehensive financial planning services and meaningful risk transference strategies through the use of proven insurance products, we have consistently helped people like you discover your potential and achieve your goals.
Starting in 1986, I embarked on a mission of building a visionary practice by getting to know and understand my clients and their ambitions and dreams. Throughout the journey, my team and I have developed a well-earned reputation as the company that brings you value at every stage of your life.
Our 2015 alliance with Chartered Financial Services has taken the company to a whole new level of strategic financial planning and analytical experience. Chartered Financial was originally founded by Rudi Floyd, who has a proven record in insurance and financial services since starting with Prudential in 1968. By assuming the Chartered Financial Services name and practice, we have bolstered the business by achieving critical mass within a new premium financial sector.
From our initial inception as a solo practice in a Prudential office to a partnership as New Providence Financial and now as an LLC with a growing staff, this company has never lost sight of the fact that smart planning with the right partner is the cornerstone to your financial future.
Give us a call and let’s discuss how Chartered Financial Services can help you realize your full financial potential.
John Benton