Mahoney, Robert Agt

Charter Trust Company is a financial institution that offers a range of wealth management services for individuals, families, small-scale businesses and nonprofit organizations. It provides analysis services related to financial markets, legal issues and tax codes. The institution prepares individualized financial plans to meet the customized needs of its clients. Its professionals offer consulting services in the areas of asset expansion, protection, administration and transfer. Charter Trust Company provides assistance with several investment options, as well as risk management, wealth allocation, and estate, retirement and business planning services. It additionally offers online bill payment, accounting, insurance administration, and tax preparation and filing services.

"Full service CPA firm for small businesses and individuals."