First Charter Financial Corporation - Pensacola, Florida

Okay, here’s a detailed overview of First Charter Financial Corporation, presented in a formal and approachable style, suitable for someone seeking information about this financial services provider:

First Charter Financial Corporation: A Comprehensive Overview

First Charter Financial Corporation is a reputable and established financial services firm dedicated to providing comprehensive wealth management and estate planning solutions. Located at 6108 Village Oaks Dr, Pensacola, FL 32504, United States, with a readily accessible phone number of 8504791100, and a detailed website at firstcharterfinancial.com, the company serves a diverse clientele with a focus on personalized service and long-term financial security.

Specialties and Services

At its core, First Charter Financial Corporation operates as both a Financial Planner and an Estate Planning Attorney. This dual expertise allows them to offer a holistic approach to financial management. Their services include:

• Financial Planning: They assist clients in developing and implementing comprehensive financial plans tailored to their individual goals, encompassing retirement planning, investment strategies, risk management, and tax optimization.
• Estate Planning: The firm’s legal team specializes in crafting estate plans designed to protect assets, minimize estate taxes, and ensure a smooth transfer of wealth to future generations. This includes wills, trusts, and power of attorney documents.
• Investment Management: They provide investment management services, utilizing a range of investment vehicles to help clients achieve their financial objectives.

Accessibility and Amenities

First Charter Financial Corporation is committed to providing a comfortable and accessible experience for all clients. The office facility is equipped with a Wheelchair-accessible car park and Wheelchair-accessible entrance, ensuring ease of access for individuals with mobility limitations. Furthermore, a Wheelchair-accessible toilet is available on-site along with standard restroom facilities. Appointments are highly recommended to guarantee dedicated attention and a streamlined consultation process.

Client Feedback and Reputation

The company has garnered significant positive feedback, evidenced by a strong average rating of 5/5 on Google My Business. Client testimonials suggest a high level of trust and confidence in the firm’s recommendations. The consistent praise highlights a commitment to professionalism, knowledge, and a client-centric approach. Individuals consistently express a feeling of security and assurance regarding their financial management with First Charter. It’s clear that the team demonstrates a dedication to building lasting relationships based on integrity and expertise.

Key Information Summary

| Feature | Details |
|--------------------|-----------------------------|
| Address | 6108 Village Oaks Dr, Pensacola, FL 32504 |
| Phone | 8504791100 |
| Website | firstcharterfinancial.com |
| Specialties | Financial Planner, Estate Planning Attorney |
| Accessibility | Wheelchair Accessible |

Final Recommendation

Based on its comprehensive services, commitment to accessibility, and overwhelmingly positive client feedback, First Charter Financial Corporation appears to be an excellent choice for individuals seeking reliable and knowledgeable financial guidance. We strongly recommend visiting their website at firstcharterfinancial.com to schedule an appointment and discuss your specific financial needs. Taking this proactive step is a vital investment in your financial future.

👍 Reviews of First Charter Financial Corporation

Ed G.

5/5

Mr. Allison and his team are first rate. I have full trust in their financial recommendations and feel secure with their management of my accounts.