Value of our Consultants

Your business deserves the personal insight, guidance and dedicated support you can get by working with your local Charter One Investment Services Financial Consultant.

Value of a Financial Consultant

Preparing for Your First Meeting

Tailored Guidance

The key to choosing investment and insurance products geared to meet your business’ needs and those of your employees is finding flexible solutions that are chosen to fit your company.

A Charter One Investment Services Financial Consultant will apply their knowledge and extensive experience in working with local business owners like yourself to help you meet your financial goals by:

Guiding you through a wide array of investment options.
Providing you with a clear investment path.
Offering you investment direction that’s geared specifically for your business.
Creating a custom portfolio designed for you.
Finding a retirement plan solution for you and your employees.
Managing all of your accounts — if you prefer a more hands off investment style.

With Charter One Investment Services, you gain a trusted partner who can help you make better decisions and achieve your financial goals.

Even if you are already working with another advisor at another firm, a Charter One Investment Services Financial Consultant would be happy to provide you with an objective second look at your existing investment options, your current insurance policy, and your existing retirement plan to help ensure you’re on track to meet your long-term goals.

To schedule a complimentary financial review meeting with your local Charter One Investment Services Financial Consultant:

Call 1-888-411-8711

You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form:

Schedule an Appointment

Preparing for Your First Meeting

In order to properly analyze and prepare a customized strategy to help you with your unique goals, be prepared for your first meeting with a Charter One Investment Services Financial Consultant by providing the following items listed below:

INCOME

Personal and Business Tax returns (current year).
Pension plans (current/estimated).
Retirement account distributions.
Social security (current/estimated).
Other income sources.

ASSETS (both personal and business)

Bank or credit union statements
Brokerage account statements.
Retirement account statements (401(k), IRA, Roth, etc.).
Stocks & bonds (including government bonds).
Annuity statements.
Primary & secondary property values.
Deferred compensation.
Other assets.

EXPENSES (both personal and business)

Mortgage statements.
Loans.
Other expenses.

INSURANCE (both personal and business)

Life insurance statements.
Employer or self-employed benefits statements.
Disability income statements.
Long-term care insurance coverage statements.
Other insurance.

1-888-411-8711

Contact a Charter One Financial Consultant today.

Monday to Friday:
8am – 6pm EST

Or, complete our quick and easy form and we'll contact you.

Find a Local Branch
Over 1,400 branches close by.

Securities, Insurance and Investment Advisory Services offered through CCO Investment Services Corp. Member FINRA, SIPC. 770 Legacy Place, MLP240, Dedham, MA 02026. 1-888-411-8311. CCO Investment Services Corp. is an affiliate of RBS Citizens, N.A. and Citizens Bank of Pennsylvania.

Securities and Insurance Products are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Mutual Funds, Variable Annuities and Unit Investment Trusts are sold by prospectus. Please consider the investment objectives, risks, charges and expenses carefully before investing. The prospectus which contains this and other information can be obtained by calling your Financial Consultant. Read it carefully before you invest.

Charter One Investment Services does not provide tax or legal advice. Please consult with a tax or legal advisor regarding your individual circumstances before making any decisions.