My passion in work is helping people, especially those nearing retirement, who are experiencing uncertainty about their finances. I am equally as passionate about life insurance and the difference it can make in people's lives. This is based on a personal story.
Why Charles Stokoe
I have worked with life and annuity products since obtaining my licenses over 30 years ago. Before this, I spent many years in both private and public accounting. As a stockbroker, I also learned a great deal about investing.
Having provided financial advice for many years, I have identified a strong group of competitive products available from many leading carriers. I am committed to working together with clients to develop customized, appropriate solutions for their specific needs be it an annuity or a life insurance policy.
This is why I feel very confident in assisting those with whom I come in contact to establish a solid plan to secure their financial future.