Our Teamwork Will Focus on Your Lifetime Dream of Building Stability and Peace of Mind.

At Chartered Financial Services, our dedicated team works tirelessly to turn your financial dreams into a reality. Our expert guidance and support enable you to make informed decisions about your financial future. That guidance comes with hundreds of years of combined industry experience.

We are extremely proud of our respected staff of financial and risk management professionals. It takes many hands to make your financial desires come true, and each of us plays a unique part in that journey. Learn more about our team and you will understand why we are an industry-leading firm.

Committed To Strong Relationships

At Chartered Financial Services, we believe that strong relationships build the foundation for success. Whether it is providing personalized financial advice or simply being there to listen, we are committed to being a reliable and supportive partner on your road to financial stability while living a life of meaning and happiness.

History Through The Years

Our journey began in June of 1986, when we first opened our doors inside a Prudential office in Green Brook, New Jersey. Four years later, in 1990, we moved with that same Prudential office to Warren, where we remained for the next five years. However, in November 1993, we took a big step and opened our first private office in Edison, New Jersey. As our business continued to grow and thrive, we outgrew our space in Edison and made the decision to move to a larger location in October 2000. Fast forward to May 2015, we found ourselves moving once again; this time to our current location in Warren, where we have been happily settled ever since. Through it all, we have remained committed to providing industry-recognized services to our valued clients, and we look forward to continuing to do so for years to come.

The Story Behind Chartered Financial Services

John Benton founded Chartered Financial Services in 1986 with a mission to serve clients diligently and improve their lives. The agency has grown from a solo-advisor practice to a team of tight knit professionals who are focused on driving clients through a discovery process for strategic financial, retirement and protection planning. Using the full spectrum of insurance, investments and financial services, strategies are implemented to acheive objectives. John manages the practice and focuses on effective protection and legacy planning for their clients.

John’s wife and business partner, Nina Benton, a CERTIFIED FINANCIAL PLANNER™, leads the financial planning and investment management teams. Nina began her career in the financial services industry in 1997. She has extensive experience and training in the field of financial planning. Specializing in working with highly compensated corporate executives with complex compensation plans, her clients benefit from her thoughtful care in dealing with sensitive matters, while developing and achieving desired goals. Nina, influenced by her first career as an Advanced Practice Nurse, focuses on helping clients lead the fullest life possible with the financial resources available by developing a plan for growing, protecting and distributing assets in the most efficient way possible.

John and Nina’s two daughters, Emily and Sara, are also members of the Chartered Financial Services team and are CERTIFIED FINANCIAL PLANNERS™. Sara focuses on financial planning and investment management with Nina while also focusing on insurance protection strategies with John. Emily assists John in running the practice and carrying out the vision along with helping walk clients through their implementation process. Together, they all coordinate their clients’ strategies with a holistic plan.

The firm is supported by a service team that always strives to provide exceptional advice with quality, caring service to each and every client.

Here at Chartered Financial, we understand that customer service is what sets us apart.

That’s why we have a dedicated team of professionals with decades of knowledge and experience who are passionate about helping our clients achieve their life’s goals.

We understand that financial planning and insurance can be complicated and overwhelming, which is why we provide education, guidance and advice to offer clarity in developing individual personalized strategies. We believe in building strong, long-term relationships, which is why we take the time to understand unique circumstances and create customized financial plans that fit our clients goals and budgets

Our team is always available to answer questions, offer advice, and provide support to ensure our clients are on track to achieve their financial objectives. Whether it’s planning for retirement, saving for a child’s education, or protecting a family’s financial future, we have the experience and knowledge to help make informed decisions to help reach these objectives as we are commited to delighting our clients.

We believe that our dedication to exceptional customer service has resulted in long-term and trusted relationships. Our passion for helping our clients achieve financial security is the reason we stand above the competition. We take pride in our ability to listen, understand, and deliver on our clients’ needs, which has led to a strong track record of success.

At Chartered Financial Services, we are committed to providing the highest level of service and expertise to our clients. If you’re looking for a partner to help you navigate the complex world of financial planning and insurance, look no further. Contact us today to learn more about how we can help you achieve your life’s goals.

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