Charleton Financial in Rochester, NY specializes in helping individuals navigate the complexities of retirement planning, offering personalized solutions to address the retirement conundrum many face. With a focus on providing clarity, stress testing portfolios, and creating tailored blueprints for life, their team assists clients in making informed decisions about Social Security, pension options, healthcare planning, and investment strategies.
Securities are offered through American Portfolios Financial Services, Inc., while investment advisory services are provided by American Portfolios Advisors, Inc. Charleton Financial aims to alleviate retirement-related anxieties by guiding individuals through the process with expertise and a commitment to ensuring clients can retire confidently.
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