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Charles Kessler, Financial Advisor

FINANCIAL ADVISOR
Charles C Kessler III

AAMS™
7200 West Bell Road Suite C-1, Glendale, AZ 85308opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

About Charles

Looking back over the past 20-plus years with Edward Jones, helping clients create an investment strategy to reach their goals for and through retirement then seeing that come to fruition as been the most rewarding. Our goal is to fully understand each of our clients goals and priorities. Next, build and maintain a corresponding investment strategy with quality investments. Then, create and maintain a plan to retire or live throughout retirement with confidence. Why? Investing and making good financial decisions are my passion and I love to help others do the same.

I started saving when I was 13 by...

Work History

  • Edward JonesMay 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pacific Lutheran UniversityBachelor of Arts

Personal Interests

  • Health & Nutrition
  • Volunteering
  • Pets
  • Traveling
  • Golfing

Team Members

  • Casey Hosek
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(623) 487-1303

Fax

(877) 269-7430

Office Address

7200 West Bell Road Suite C-1
Glendale, AZ 85308opens in a new window

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