Reviews for Chatterton & Associates

Feb 2024

I have been a client of Chatterton & Associates for more than 10 years. I have had excellent returns on my investments even in years when the markets have been down. I appreciate the fact that my financial advisor can easily communicate with my tax preparer and that both have all the details of my Trust. They all work together which gives me peace of mind.
Nov 2023

Chatterton is an outstanding full service financial services provider. They have investment management, tax planning and preparation, and estate planning (legal). They have access to all stocks/funds including SEI, which are highly rated. It is not a commission based process, so they do not make recommendations for their benefit. The personnel are excellent, professional, and work diligently for their clients. As a client for over 10 years, I strongly recommend Chatterton.