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Charles V. Chera

7 Stockton Ct
Clifton Park, NY 12065-7216
(518) 383-3097
Fax: (518) 383-9898
Services Offered:
Financial, Insurance
Charles V. Chera serves Saratoga County, NY
  • General Information
  • General Information
  • Description
    About My Business
    We are an Independent Financial Services firm specializing in Retirement and Estate Planning and in financial services and products for seniors.
    About My Services
    In additional to the traditional estate planning services, we help our clients identify their needs and goals; assist in structuring a plan of action; analyze and evaluate alternative products and programs; coordinate activities of other professional advisers; and help implement, review and manage their plan. With over 42 years experience, we offer our clients credentialed independent expertise in insurance, investments, and financial planning.
    Experience And Credentials
    CSA, ChFC, CLU. Over 42 years experience in financial services. Noted speaker, seminar host and adjunct professor of financial courses at local college.
    Languages Spoken by Staff
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