Personal

Investments

INVEST FOR THE FUTURE WITH CHARTER INVESTMENT SERVICES!

We are committed to helping our clients develop investment strategies designed to meet their needs. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our association with L.M. Kohn & Company, our clients have access to a wide array of investment products, including services such as retirement and education planning, and investments including stocks, bonds, mutual funds, annuities and traditional insurance products. L.M. Kohn & Company, is a leading provider of investment and insurance programs to clients across the country, and is a registered broker-dealer and Member FINRA/MSRB/SIPC.

Products and Services

  • Stocks & Bonds
  • Tax Advantaged Investments
  • Mutual Funds
  • Annuities
  • Insurance Products
  • Individual Retirement Accounts
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning

 

Charter Investment Services is a division of CharterBank. Securities and Investment Advisory Services offered through L.M. Kohn & Company, a registered broker-dealer, member FINRA/MSRB/SIPC. Registered Representative is located at Charter Investment Services, which is neither a subsidiary of nor controlled by L.M. Kohn & Company. Accounts are carried by RBC Correspondent Services. Securities are not bank products, are not FDIC-insured, and may lose value. 12-016

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SHAREHOLDER INFORMATION

We are publicly traded on the NASDAQ under the symbol CHFN.

BANK INFORMATION

Routing Number: 261170876
NMLS Number: 171693

FDIC Equal Housing Lender
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