Chartered Financial Services, LLC

Chartered Financial Services, LLC Financial advisor serving Warren and beyond with comprehensive wealth management services, helping you craft custom strategies for your financial future.

Licenses & State Registrations



Chartered Financial Services conducts business in the following states:




Life Insurance: AZ, CT, DC, FL, GA, IL, MA, NC, NH, NJ, NY, PA, TN

Property & Casualty Insurance: AZ, CA, CT, DC, FL, IL, MA, ME, MI, NJ, NY, OH, PA, TN, TX, VA




CA Insurance License


"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and

its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. The availability of other products varies by carrier and state. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

06/25/2026

Time with our clients > anything else.

Prices up ⬆️ Stress levels? Not if you have a plan 💡Inflation doesn’t mean panic. It means paying attention and making s...
06/24/2026

Prices up ⬆️ Stress levels? Not if you have a plan 💡

Inflation doesn’t mean panic. It means paying attention and making smart adjustments along the way.

Click below to read more!

Retirees’ top concern for 2026 is that inflation will erode the value of their savings.

Big energy, even bigger takeaways 🎉Earlier this month, John and Kevin spent the week at the 2026 , and what a week it w...
06/24/2026

Big energy, even bigger takeaways 🎉

Earlier this month, John and Kevin spent the week at the 2026 , and what a week it was. From thought-provoking discussions to fresh ideas and new strategies, this event always delivers!

But beyond the sessions, it’s the connections that make it special. Bringing together professionals from around the world, all focused on growing, learning, and raising the bar.

We’re excited to bring that energy (and a few new ideas 👀) back to our clients and our work every day.

We’ve been talking a lot about goal-based investing lately, but you can’t build a solid strategy without understanding t...
06/22/2026

We’ve been talking a lot about goal-based investing lately, but you can’t build a solid strategy without understanding the basics first.

In this episode of Financial Wellness Weekly, we go back to fundamentals: breaking down common investing terms, clearing up misconceptions, and helping you feel more confident about where to start (or restart).

Give it a listen and level up your investing game 👇

On this episode of Financial Wellness Weekly, the team at Chartered...

Happy Father’s Day to the man who started it all 💙 John isn’t just the founder of our firm: he’s the heart behind it. Fr...
06/21/2026

Happy Father’s Day to the man who started it all 💙 John isn’t just the founder of our firm: he’s the heart behind it. From building a business centered on family to working alongside the people he cares about most, his impact goes far beyond financial planning.

And outside the office? He’s a proud grandpa to four pretty adorable kiddos who keep him just as busy (and smiling). We’re grateful every day for the example he sets at work and at home.

Taking time to reflect, recognize, and honor an important moment in history. In observance of Juneteenth, our office and...
06/19/2026

Taking time to reflect, recognize, and honor an important moment in history. In observance of Juneteenth, our office and the markets will be closed.

06/18/2026

We’ll take our beverages elsewhere 🥤

06/16/2026

POV: you’re retired and your money needs to last 20+ years 😅

This is why investing with a plan (not your gut) matters even more in retirement.

Check out the full video to learn more: https://youtu.be/yPZi10qMkaY ⏳

POV: you’re trying to make your retirement savings last 👀It’s not just what you save… it’s how you plan, spend, and adap...
06/15/2026

POV: you’re trying to make your retirement savings last 👀

It’s not just what you save… it’s how you plan, spend, and adapt along the way.

Click below to read more!

Planning for retirement requires accurately estimating spending needs and consulting a financial advisor. Diversifying retirement savings into safer assets can protect against market downturns. Tracking expenses and adjusting spending during retirement are crucial to avoid depleting savings.

You’re contributing… but are you maximizing? 🤔Mid-year is the perfect time to check in, bump it up, and make sure you’re...
06/11/2026

You’re contributing… but are you maximizing? 🤔

Mid-year is the perfect time to check in, bump it up, and make sure you’re not leaving money (hello, employer match 👀) on the table.

This may be a good time to make sure you are on track to meet your annual contribution goal.

Address

30 Technology Drive, Ste 1Q
Warren, NJ
07059

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18005496007

Website

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