portrait of Charles Schaeffer
FINANCIAL ADVISOR

Charles Schaeffer

CFP®, CEPA®, AAMS™, CRPC™
131 W 2nd Street, Byron, IL 61010opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Income Strategies
  • Portfolio Reviews
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Football
  • Traveling
  • History and Museums
  • Baseball
  • Hiking

Team Members

  • Mary Hilliard
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(815) 234-7040

Fax

(866) 238-6095

Office Address

131 W 2nd Street
Byron, IL 61010opens in a new window

Mailing address

P O Box 366
Byron, IL 61010

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