- Our Services
- Doug's Published Articles
- How to Protect Yourself from Investment Scams
- Seven Strategies to Prevent Identity Theft
- Don't Let an Unwatched 401(k) Get Away from You
- How to Save for Your Child's College Education
- Managing Your Retirement Rollover
- Keep the Glitter in Gold and Silver Investments
- Quit Playing the Lottery and Increase Your Chances of a Secure Retirement
- The Benefits of Closed-End Mutual Funds
- Why You Should or Should Not Invest Overseas
- In the News
- Doug & Freddy's Blog
- Client Center
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Charney Investment Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.