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Client Stories

Learn what it's really like working with us.

Having been a client of Charles R. Green & Associates, Inc. for over thirty years, I find Chuck and his team to be thoughtful and careful advisors who put the client’s best interests first. They provide a variety of financial services that have been most helpful through the years and are always available to talk by phone or in person. I’m glad to have Chuck and the team as both advisers and friends.

- Lee W. 

We are delighted that Charles R. Green & Associates, Inc. holistic approach helped us meet our retirement financial goals. His advice and encouragement to get other aspects of our affairs in order is a testament to this approach.

Charles and his team are the best.

- Eugene & Diann S. 

We are extremely pleased with Charles R. Green and Associates, Inc. They are an outstanding staff of professionals who communicate well and understand how to balance our portfolio regarding risk tolerance.

They get the job done!

- Randy & Janis P. 

Charles R. Green & Associates, Inc. knows that trust is key to driving loyalty and business success. Trust comes when you understand your customers' needs, respect them, and offer high-quality, relevant services.

Trust is one of the key reasons why my family uses Charles R. Green & Associates, Inc.

- Sonia T.

These are non-compensated client testimonials: they may not be representative of all client experiences; they are no guarantee of future performance or success.