He joins us with over a decade of experience in the financial services industry and takes pride in his personalized, white-glove service approach to wealth management. Throughout his career, he has helped clients accumulate wealth and create comprehensive and tailored financial plans based on their goals and values to help meet their current and future needs.
The Croonquist Group continues to strive to provide the highest standard of financial advice and solutions and continually enhance our level of service to you. We are confident that the addition of Charlie will enhance our retirement planning services and relationship management, enabling us to serve your financial needs in an even more personal and comprehensive way.
We look forward to introducing you and your family to Charlie during our next meeting. In the meantime, don’t hesitate to contact us with any questions.
