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Charterpoint Wealth Strategies of MassMutual

Charterpoint Wealth Strategies of MassMutual
Categories

financial services, brokers, planning

About Us

By providing those in our care with support in building financial security, the clarity of sound advice, and the confidence to navigate their unique financial journey.

Our Mission is at the center of everything we do. It is our Why; our reason for being. Our collective Why is the northern star, guiding us in how we conduct our business and what we do to serve clients daily.

We offer customized financial strategies that are tailored to your unique situation. Dedicated and knowledgeable financial professionals aid in the planning and execution needed to achieve your goals and smoothly navigate your financial journey.

The McConachie Team offers expertise on a wide variety of services, including but not limited to the topics below. Our experienced representatives have assisted many types of clients and look forward to learning about your unique situation. If you have any questions about how we can help, please Contact Us

Highlights

  • Retirement Planning
  • Asset Management
  • Tax Strategies
  • Risk Mitigation
  • Estate Planning

Jobs

Client Services Specialist
Category: Administrative, Support & Clerical
About: Charterpoint Wealth Strategies offers financial services to a range of clients. This job will be in person, based out of the Galesburg, Illinois office. We aim to help make financial lives better through our service and connection. We are seeking to hire someone to help us continue to best serve our clientele. The ideal fit is someone who understands the Financial Advisor’s role and the ...read more
Contact: Ronald Koehler
Phone:(309) 343-1174
Fax:(309) 343-9251