I am a financial advisor focused on military veterans, individuals, families and small business owners within 10 years of their retirement goals.
I started investing in 1993 and have continued to this day - through all the major shifts in the markets since then. This experience with my own money has helped me with the insight and maturity necessary to help my clients achieve their financial goals.
While I concentrate on investor education and developing retirement and investment strategies for individuals, families and businesses, I further focus on financial analysis and wealth preservation strategies for military veterans, business executives, widows and divorcees. I can and will work with your other professional advisors, such as your CPA and attorney, to develop coordinated estate, legacy and tax-sensitive strategies.
As a retired U.S. Army Veteran and Officer of over 24 years, I understand the importance of serving others and accomplishing the mission! While I truly enjoyed my time as an Army Aviation Officer and in enlisted intelligence, I wanted something different, and decided to pursue my ingrained passion for investing and giving financial advice. Dedicated to lifelong learning, I am honored and inspired to help others achieve their financial goals as an Edward Jones financial advisor.
- Military Professionals & Veterans
- Divorce Finances
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Outdoor Enthusiast
Office Address68 Bridge St
Suffield Village #100
Suffield, CT 06078
Phone NumberCharles J Beyer at (860) 668-5983
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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