We're grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism we offer. Please take time to read the following:
Most of us do not like sharing our financial information with others but with Charles Street it was comfortable. They were thorough, personable and very knowledgeable. Upon a review of our current situation and our goals for the future, they were back in a timely manner, able to set a plan right before us. We feel confident that they have our best interests at the forefront.
Charles Street Financial provided an individual approach to my finances that I wasn't able to get in financial institutions. I felt that my needs were considered and the right planning for my future was priority.
Charles Street Financial have attended to my financial needs for many years. I have always received sound professional investment advice and my accounts are well managed.
By the end of this month the 4th credit card will be paid in full & the 5th & final one will be wiped out in 5 months. We paid for our fire wood in CASH!! Which sounds so simple but we NEVER planned ahead for that purchase even though we knew we'd need $650-800 this time of year every single year!! So we (shockingly) had that $$ saved vs. taking it off our line of credit or a credit card" Your budget assistance and planning have been SO helpful to our family.
As our financial advisor, Andy Marr has consistently looked after our financial needs with an honest , straightforward approach to our investments. He has shown that he is interested first in us as individuals, then in our financial goals, and understands how to guide us to meet those goals.
Working with Charles Street Financial, we learned how investing for income or retirement, tax planning, insurance needs and business succession planning all need to work together. We have received valuable services and advice that have enabled us to move forward with confidence, while planning our future. With a broad offering of knowledge & experience, Charles Street Financial had the ability to develop our overall strategy.
Charles Street gets to the heart of the matter with my interests at heart!
As the facilitator of two financial programs Money Matters & Financial Peace I have sought the values of someone who has the heart of a teacher to help my students know what’s best for them. Andy Marr has taken many of my students through the maze of personal finance to help them see where to invest and why. I truly appreciate his low pressure approach to such a meaningful life topic.
I switched to Charles Street Financial five years ago. Immediately, Andy presented a simpler, clearer and more personalized plan than any other financial advisor I had dealt with. His personalized care and direction is helping me reach my retirement goals faster, clearer and with a better plan. I have recommended his services to many of my friends and family and will continue to do so. During these financially trying times it is a comfort to know that Charles Street is helping me through it.
We trust Charles Street to do the best they can to get us financially secure in our business and personal situation. We like them as people creating the relationship we need to work together.
We would recommend Andy Marr to people who need to organize their finances. Whether you need to pay off debts, save for kid’s education, retirement and life insurance advice; Andy’s approach is friendly and comfortable. He evaluates your current situation and provides customized strategies that will get you on target to manage your money now and in the future. He is knowledgeable and eager to help. We are grateful for all the advice and knowledge which has helped prepare us for the future