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Charleton Financial Logo
Charleton Financial Growth Score
81
CB Rank
1806405
Heat Score
39
Charleton Financial is a financial services company that provides retirement planning and investment services.
Founded
obfuscation
Private Rochester, New York, United States1-10 charletonfinancial.com
Financial Services
Impact Investing
Retirement
Overview

Charleton Financial
Growth Score
81
Heat Score
39

Growth Score81
-4 pts
in past quarter
Heat Score 39
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
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About Charleton Financial

CB Rank
1806405
Charleton Financial is a financial services company that provides retirement planning and investment services.
Founded
obfuscation
Private Rochester, New York, United States1-10 charletonfinancial.com
Financial Services
Impact Investing
Retirement

Details

Legal Name Charleton Financial Group, LLC.
Operating Status Active
Company Type For Profit
Phone Number +1 585 244 3050
Contact Email info@charletonfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning Process
A structured five-step process guiding clients through retirement preparation, including goal setting, portfolio evaluation, and contingency planning.
Investment Portfolio Evaluation and Stress Testing
Assessment and analysis of clients' investment portfolios to ensure alignment with retirement goals and resilience against market fluctuations.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 3
News
Technology
View Tech Report

IT Spend

$84KThis year, Charleton Financial is projected to spend $84K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Data Breach Logo
Data Breach
100
Microsoft (MSFT) Logo
Microsoft (MSFT)
92
Apple (AAPL) Logo
Apple (AAPL)
89

Active Website Tech Count

3Charleton Financial is actively using 3 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Common Crawl, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Charleton Financial's headquarters? Charleton Financial is located in Rochester, New York, United States.Who are Charleton Financial's competitors? Alternatives and possible competitors to Charleton Financial may include Retirement Matters, Wheelhouse Advisory Group, and  LifeLaunch Consulting.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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