HOW CHUCK CAN HELP YOU
Chuck offers comprehensive investment planning, retirement plan analysis, objective research and screening, and portfolio management services. He has access to a wide range of research resources and investment programs. He can explore and select from a broad array of investment choices, identifying those that may best fit your situation.
Chuck can help you implement and monitor your investment plan using a disciplined approach, which includes the following steps:
- Listening carefully to understand what is most important to you
- Clarifying your goals and priorities
- Creating an investment strategy based on your complete financial picture
- Conducting ongoing reviews to address changes in circumstances that might require adjustments to your investment plan
- Keeping you informed through clear and frequent communication
In addition, he can assist you with your tax, estate, and philanthropic planning. Chuck works closely with experienced CPAs and estate attorneys to provide meaningful support in critical areas of taxation and wealth preservation.* Chuck believes in keeping things simple and placing your interests first. His goal is for you to have a clear and focused investment strategy that will give you confidence in pursuing your investment goals.
*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
Chuck Sellers is is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, California, Florida, Louisiana, Maryland, Missouri, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and West Virginia. Chuck is licensed to offer insurance and annuity products to clients in North Carolina and Virginia.