Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Bender is a financial advisor at Financial Consulate. Charles has been in the industry since May 2006. Charles has a designation as a Certified Financial Planner. Charles is registered in Maryland and Pennsylvania as an investment advisor representative. Charles specializes in retirement planning, college savings, investment management, estate planning, and insurance. Financial Consulate is a firm with a focus on financial planning, investment management, and tax and accounting services. The firm manages assets for high net worth individuals, corporations, trusts, and foundations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax, accounting & estate advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
03/30/2011 - Present
Financial Consulate (HUNT VALLEY MD)
Active
Inactive
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