chartwellfinancial.com

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Description

Cheryl began her career in the financial services industry over 20 years ago. She has been managing clients’ administrative needs at Chartwell Financial Group since 2002, Hence, she’s gained considerable experience in the life insurance and mutual fund industry. As Chartwell Financial Group’s client service manager, Cheryl’s prime objective is to provide quality administrative service and support to our clients.

Mag brings more than 15 years of experience to her position as Operations Manager with Chartwell Financial Group. Her background includes administration and office management in a professional setting, and is enhanced by earlier experience in staff management and operations in a well respected national restaurant corporation.

You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information.

We have access to a wide range of insurance products to help fit the specific needs of your financial plan.

As a Certified Financial Planner and a Chartered Life Underwriter, he has the education and experience to provide industry-leading strategies and solutions for his clients.

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