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Charlotte B. Sargeant, CFP®

Heritage Financial Advisors

103 N River Rd
Suite A
Waterville, OH 43566-1499
Phone: (419) 887-5887

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Insurance
  • Retirement
  • Nontraditional Households

 

How Planner Charges
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I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.