Charleton Financial

www.charletonfinancial.com

Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years. Our mission is to help clients plan and realize their financial dreams. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Charleton Financial is independent of APFS and APA.

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Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years. Our mission is to help clients plan and realize their financial dreams. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. Charleton Financial is independent of APFS and APA.

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Country

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State

New York

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City (Headquarters)

Rochester

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President , Chief Executive Officer , Chief Investment Strategist

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Sales Associate

    Email ****** @****.com
    Phone (***) ****-****

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