LongView, Inc.

contact for price

Zip code

Annual income

Service type

Career stage

Responds in about 4 hours

Introduction

Charles "Ted" Black is a CERTIFIED FINANCIAL PLANNER professional offering clients unbiased and personalized advice in the areas of retirement, investment, and tax planning. As a registered investment advisor representative, Ted has a legal fiduciary duty to place clients' best interests first on all occasions. As an independent advisor, not an employee of a bank, brokerage firm or insurance company, I am free of any corporate marching orders. I work for and get paid only by my clients. This offers clients a transparent relationship in which advisor pay and incentives are crystal clear.

Overview

Hired 1 time

Serves Longwood, FL

Background checked

1 employee

29 years in business

Business hours

This pro hasn't listed their business hours.

Payment methods

Ask this pro about their preferred payment method.

Reviews

Customers rated this pro highly for value, responsiveness, and professionalism.

5.0

1 review

5

100%

4

0%

3

0%

2

0%

1

0%

Aurelis R.

Apr 7, 2019

·

Hired on Thumbtack

I met with Ted for tax preparation and financial planning consultation. He was very accommodating with my schedule, attentive to my questions, and thorough and insightful with his answers. Thank you!

Personal Financial Planning

Credentials

Background Check

Charles Black Jr

FAQs

What is your typical process for working with a new customer?
I have found that the best way to determine if a client and advisor have the basis for a positive, long-term working relationship is to have a face-to-face meeting in which both the prospective client and advisor are free to ask questions, share experiences and determine expectations. These meetings are free of charge and typically take between 30 and 60 minutes.
What education and/or training do you have that relates to your work?
Bachelor of Science in Business Administration - University of Central Florida - CERTIFIED FINANCIAL PLANNER Professional