Welcome to Charter Financial Group

Financial Services Organization Based in Naples, Florida

Serving the Naples, Bonita Springs, Marco Island, Ft. Myers, and Cape Coral Areas

Charter Financial Group is a top-rated Naples based financial services organization offering competitive pricing from trusted vendors in a wide variety of traditional and non-traditional investment and insurance products, including:

Life Insurance
- Term
- Permanent/Long Term Care
Annuities: Fixed and Fixed Indexed
Fixed Index Universal Life
Tax Preparation
Estate Planning
Family Retirement Plan (Tax-free IRA/401(K) Alternatives)
Self-Directed IRAs
Precious Metals
Market-Linked CD's
Senior Life Settlements
Structured Settlements
Structured Cash Flows (Federal Government Pensions)
Mutual Fund Analyzer Tool

With over 24 years experience in the financial services industry, at Charter Financial, we are committed to promoting options for personal savings that not only empower our clients, but ensure that they are placing their hard-earned dollars into vehicles that will consistently perform, never lose value and can deliver tax-free or tax advantaged income.

We call this strategy "A Better Financial Plan".

To discover more about the services we provide, we invite you to visit our Services page or visit our Product Information page for a detailed list of the array of unique investment products we offer.

We look forward to helping you achieve your financial goals and to creating the financial security you deserve!