Charleton Financial Group
Charleton Financial Group is a trusted financial advisory firm based in Rochester, NY, specializing in helping individuals navigate the complexities of retirement planning. With a focus on addressing the retirement conundrum, their experienced team offers personalized guidance to ensure clients can retire confidently, providing clarity, stress testing portfolios, and creating a blueprint for life.
As an independent firm, Charleton Financial Group is not affiliated with American Portfolios Financial Services or American Portfolios Advisors, but offers securities through them, along with investment advisory services. With a commitment to helping clients make informed decisions about Social Security, pension options, healthcare planning, and investment positioning, they strive to empower individuals to achieve their retirement goals.
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