New Providence Financial

Chartered Financial Services is a leading firm dedicated to turning your financial dreams into a reality. Established in 1986, the company has provided industry-recognized services to a diverse range of valued clients for over three decades. Founded by John Benton, Chartered Financial Services began as a solo-advisor practice and has since evolved into a tight-knit team of professionals focused on driving clients through a comprehensive discovery process for strategic financial, retirement, and protection planning. With a mission to serve customers diligently and improve their lives, the agency has grown immensely over the years, solidifying its reputation as a trusted partner in achieving your financial aspirations.

Our Team: Expert Guidance and Support

At Chartered Financial Services, we take pride in our extraordinary staff of financial and risk management professionals. With their combined experience spanning hundreds of years, our dedicated team collaborates tirelessly to make your financial dreams come true. We understand the importance of establishing strong relationships with our clients, and our team works towards being a reliable and supportive partner in building your financial stability while enjoying a life of meaning and happiness. Our teamwork focuses on your lifetime dream of building stability and peace of mind.

Our Commitment to You

At Chartered Financial Services, we commit to providing personalized financial advice and being there to listen to you every step of the way. We understand that different individuals have unique financial aspirations and circumstances. Our commitment lies in fostering a deep understanding of these varying requirements and creating customized financial plans tailored to your individual needs and preferences.

Philanthropy: Giving Back to the Community

We passionately believe in giving back to the community and contributing to the betterment of the world around us. As part of our philanthropic efforts, Chartered Financial Services actively participates in and supports worthy causes, allowing us to make a difference in the lives of others while staying true to our core values.

Our Services: Comprehensive Financial Planning and Insurance Solutions

Our wide array of services addresses your unique financial needs at every stage of life. These include:

• Financial Planning: We focus on driving you through a comprehensive discovery process for strategic financial planning, empowering you to make informed decisions about your financial future.

• Investment Accounts: We offer expert investment management services, providing the opportunity for profitable returns based upon your preferences and risk tolerance.

• Retirement Plans: Our tailored retirement plans enable you to secure your financial future by making informed decisions now and preparing for the days ahead.

• Annuities: Our selection of annuities offers options for steady income to help you meet your long-term financial goals and protect your savings.

• Estate Planning: Chartered Financial Services partners with you in safeguarding your assets and ensuring your legacy is carried on according to your wishes.

• Life Insurance: Providing comprehensive life insurance coverage, our team helps you secure the best possible plans to protect your family and loved ones in case of an unexpected event.

• Disability Income Insurance: Our disability income insurance offers peace of mind, knowing you're protected during unforeseen moments of hardship.

• Long-Term Care Insurance: We assist with preparing for the future, offering long-term care insurance plans tailored to your needs.

• Home Insurance: Our home insurance policies provide financial security and peace of mind, tailored to your specific requirements.

• Automobile Insurance: Our auto insurance policies cater to your unique needs, offering the best coverage for you and your vehicle.

Our Values: Customer Service and Satisfaction

At Chartered Financial Services, we appreciate the importance of customer service in setting us apart from the competition. Our dedicated team of professionals, with extensive knowledge and experience, delivers exceptional advice, quality, and caring service to each and every client. We believe that financial planning and insurance can be complex and overwhelming, which is why we're committed to offering clarity, education, guidance, and advice for creating customized, personalized strategies.

Building strong, long-term relationships is essential to us. We prioritize understanding your unique circumstances, creating customized financial plans, and providing unparalleled customer support at every turn. At Chartered Financial Services, your satisfaction and success are the cornerstones of our mission.