About Chatterton & Associates
Chatterton & Associates is a trusted financial services firm that specializes in tax planning, investment management, and estate planning. Their team of dedicated professionals is committed to helping clients achieve their financial goals and secure their future. The firm's focus on year-round tax planning sets them apart from traditional tax preparation firms. By analyzing the past, present, and future, Chatterton & Associates provides strategic advice to minimize tax liability and guide clients towards a better financial future. Their efficient tax planning strategies allow clients to be more strategic with their investments and contributions. Clients have praised the firm's holistic approach, which integrates all aspects of their financial, tax, and estate planning needs. The staff is described as receptive and helpful, always available to answer questions and address concerns. Chatterton & Associates also hosts informative events throughout the year, providing valuable insights and resources to their clients. With a proven track record of delivering impressive investment returns, even in challenging market conditions, Chatterton & Associates has earned the trust and loyalty of its clients. The firm's commitment to excellence and client-centric approach has made it a go-to choice for those seeking comprehensive financial management services.
I have been with Chatterton and Associates for over 8 years. I started out gradually with them transfering my accounts one at a time as I have had some bad experiences with financial planners in the past. They have exceeded my expectations in their services that they provide. In addition, I have access to Trust management as well as tax planning and preparation, all under the same roof. There is coordination amongst the three groups to make sure that your assets not only grow, but are also protected. I give them a five star rating and I have invited my friends to look at this firm as well. They provide free class lectures on a regular basis that I can take my friends...read full review
We have been associated with Chatterton and Associates since 2016 when we had utilized their services to revise our Living Trust with Attorney Holly Nabiey. In 2019 we moved our investments over under Certified Financial Planner Eric Oh. Eric schedules regular meeting with us to go over the status of our investments and we have been very happy how they are being handled. The staff is also very receptive and helpful whenever we have to the need to contact them or get questions answered. Chatterton also has informative events several times a year when I always try to take advantage of. I highly recommend this company for your Wealth and Estate Planning needs!
I would highly recommend Chatterton for anyone that is seeking to better manage their overall financial, tax and estate planning. I was someone who managed my own investments, had a separate tax accountant and a separate estate planning attorney. I cannot express enough the peace of mind I now have with all three aspects being managed by one firm. The decision making is holistic and results are impressive.