Charleton Financial Information

View Top Employees from Charleton Financial

Charleton Financial is a locally owned Financial Services firm, providing comprehensive financial planning in Upstate New York for over 25 years. Our mission is to help clients plan and realize their financial dreams. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Website	http://www.charletonfinancial.com/
Revenue	$872000
Employees	4 (3 on RocketReach)
Address	277 Alexander St Suite 307, Rochester, New York 14607, US
Phone	+1 585-244-3050
Fax	(585) 244-3059
Technologies	HTML , Twitter , Google Analytics +5 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Financial Planning, Financial Advisor, Financial Consulting, Financial Services, Investment Management, Investment Advisor, Investment Strategies, Wealth Management, Securities, Wealth Preservation, Retirement Planning, Portfolio Management, Retirement Solutions, Financial Security, Estate Planning, Tax Planning, Long-Term Care, Insurance, Estate Preservation, Risk Management
Competitors	Wells Fargo, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Edward Jones, Financial Services Company, Raymond James, SunTrust Investment Services, Inc., TD Ameritrade +37 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

Charleton Financial Questions

What is the annual revenue of Charleton Financial?

The Charleton Financial annual revenue was $872000 in 2026.

Who is the President, CEO, Chief Investment Strategist of Charleton Financial?

Michael Charleton is the President, CEO, Chief Investment Strategist of Charleton Financial.

How many people are employed at Charleton Financial?

3 people are employed at Charleton Financial.

Where is Charleton Financial based?

Charleton Financial is based in Rochester, New York.

What is the NAICS code for Charleton Financial?

The NAICS codes for Charleton Financial are [5239, 52, 52393, 523].

What is the SIC code for Charleton Financial?

The SIC codes for Charleton Financial are [62, 628].

Top Charleton Financial Employees

Michael Charleton

President, CEO, Chief Investment Strategist at Charleton Financial

Rochester, NY, US
1
- charletonfinancial.com
5+
- +1 727-525-XXXX
- +1 585-473-XXXX
- +1 585-256-XXXX
- +1 585-857-XXXX
- +1 585-248-XXXX
- +1 716-381-XXXX
Tiffany Burke

Director of Operations and Marketing at Charleton Financial

Rochester, NY, US
1
- charletonfinancial.com
3
- +1 585-802-XXXX
- +1 585-415-XXXX
- +1 585-730-XXXX
Adam Drinkwater

Investment Advisor Representative at Charleton Financial

Rochester, NY, US
1
- charletonfinancial.com
3
- +1 631-580-XXXX
- +1 334-566-XXXX
- +1 908-755-XXXX

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