Charlesworth Financial Services, LLC

Valparaiso, Indiana

5.0 (1 reviews)
Call (219) 531-9519 Visit website →

About

Charlesworth Financial Services is a fiduciary wealth management firm based in Valparaiso, Indiana, offering integrated financial planning, investment management, and tax and accounting services to individuals, families, and business owners. The firm's team includes CPAs and credentialed financial professionals who coordinate investments, taxes, and long-term planning across a client's full financial picture. The firm serves a range of clientele including young professionals, pre-retirees, business owners, farmers, and skilled laborers, with a stated approach of educating clients through their decisions rather than directing them.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: Closed, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: Closed, Saturday: Closed
SEC registered
No

Professional credentials

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

0 selected
Compare →