J.P. Morgan

Charter Research Investment Group, Inc. is an independent fee-only SEC Registered Investment Advisor based in Southport, CT. They specialize in providing personalized investment management services to affluent individuals and families, offering an uncompromising level of personal service and commitment. With a focus on understanding each client's investment objectives, Charter Research Investment Group tailors strategies that align with their risk and reward parameters, whether it's preserving capital, generating reliable income, growing assets, managing concentrated stock positions, or facilitating tax-efficient wealth transfer.Generated from the website

At BrightView Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Southport, CT area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.