Your Financial Services Team

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Wealth

Financial planning and investments coordinated with your financial life.

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Insurance

Coverage for life, disability, long term care, property & casualty.

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Tax

Tax prep, filing, and accounting services for individuals & businesses.

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Welcome to Wendell Charles

We are a custom financial services firm with specialists in wealth management, financial planning, insurance, and tax. Our team seeks to help guide good people toward smart financial decisions.

Your Financial Services Team

Our Companies

Welcome to Wendell Charles

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Who we are

Our Companies