Chuck Korger, Cfp® Email & Phone Number

Sarasota, Fl, Us

Sarasota, Florida, United States

My goal is to help clients achieve Peace of Mind in their lives. As a Trusted Advisor, I provide them insightful, objective, and comprehensive advice. I give individuals the information they need to make intelligent decisions about their wealth.Through a comprehensive, consultative approach I help clients develop solutions to implement across the varied aspects of their wealth management. I use this personalized approach to bring clarity to their most complex financial and life… Show more My goal is to help clients achieve Peace of Mind in their lives. As a Trusted Advisor, I provide them insightful, objective, and comprehensive advice. I give individuals the information they need to make intelligent decisions about their wealth.Through a comprehensive, consultative approach I help clients develop solutions to implement across the varied aspects of their wealth management. I use this personalized approach to bring clarity to their most complex financial and life decisions.I also maintain the highest standard of fiduciary duty in placing clients’ interests first. I am a personal guide through calm seas and raging storms helping them consider and reflect upon what is truly important and achieve their desired outcome.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia provides investment advisory and related services for clients nationally. Octavia will maintain all applicable registration and licenses as required by the various states in which Octavia conducts business, as applicable. For additional information, please visit our website at octaviawa.com. Show less

Omaha, Nebraska, United States

Unitifi is an organization created by financial professionals and experienced educators. Our tools are specifically designed to help financial firms and professionals unite with and clearly understand why their clients behave the way they do as it relates to their finances.

Wynnewood, Pa

Independent Contractor to Registered Investment Advisory Firms.

Sarasota, Florida, United States

Bala Cynwyd, Pa

Whether, preparing for retirement, a child's education, business transition or any number of life events, Charles helps bring clarity to complex financial decisions. He strives to help his clients by arming them with the information they need to make intelligent decisions about their wealth.Clients trust Charles with their entire financial picture, including portfolio management, financial planning, investment advice, estate planning, retirement/business succession, tax planning, and… Show more Whether, preparing for retirement, a child's education, business transition or any number of life events, Charles helps bring clarity to complex financial decisions. He strives to help his clients by arming them with the information they need to make intelligent decisions about their wealth.Clients trust Charles with their entire financial picture, including portfolio management, financial planning, investment advice, estate planning, retirement/business succession, tax planning, and insurance.With his expertise, which he applies in an integrated manner, clients gain the benefit of long term, proven wealth management methods. Show less

Greater Philadelphia Area

"Philadelphia Main Line Connections" is a networking group for business professionals who are primarily in the Philadelphia and Main Line areas.The purpose of the group is to provide each member with a broad, diverse, and pro-active source of information and other resources to improve their lives, both personal & professional.If you want to get the word out on a new service, product or business, this is an excellent venue to advertise.Philadelphia Main Line Connections is a… Show more "Philadelphia Main Line Connections" is a networking group for business professionals who are primarily in the Philadelphia and Main Line areas.The purpose of the group is to provide each member with a broad, diverse, and pro-active source of information and other resources to improve their lives, both personal & professional.If you want to get the word out on a new service, product or business, this is an excellent venue to advertise.Philadelphia Main Line Connections is a group of experienced, professional networkers who will spread the word and start the grassroots growth. If you have a problem or need a recommendation for a service or business you can trust, you can always get honest feedback here in the privacy of the group. Show less

Wayne, Pa

Independence Advisors was a Fee-Only, comprehensive, Wealth Management and Financial Planning Firm.

Independent Indvestment Advisor and Financial Planner for High-Net-Worth Individuals and businesses.

Delivered Investment Education Presentation and Financial Planning.

Discussed Suitability of annuity product to current and prospective Vanguard Clients.

Bachelor Of Arts, Economics & Business Admin./Finance

Activities and Societies: Student Congress Senator, Captain - Doane College Football Team, NAIA National Scholar Athlete, President.

Certified Financial Planner Curriculum, Financial Planning And Services