Our philosophy is simple. We want to get to know you in order to help you make the best decisions
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
Because there are many factors that may change in your situation or the environment, it's of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
|BBA - Business||
Penn State University
Anchoring the Charney Investment Group is Investment Officer, Doug Charney. Mr. Charney attended Pennsylvania State University in Harrisburg on an Army ROTC scholarship, earned a bachelors degree in business administration and received the George C. Marshall Award an award that is only given to the top ROTC graduate from a college as a distinguished military graduate. After serving in the U.S. Army and retiring with the rank of captain, he began his securities career, completing advanced studies in retirement planning and asset allocation along the way.
A Certified Fund Specialist, Mr. Charney serves as a member of the Investment Management Consultants Association and the American Society of Pension Professionals and Actuaries. He has written articles for more than 50 newspapers and magazines, including SmartMoney, the Harrisburg Patriot-News, Central Pennsylvania Business Journal, Minorities and Women in Business, Bull & Bear Financial Digest, Physicians Money Digest and CPA Wealth Provider. In addition, he has been quoted in The New York Times, Newsday and the Dow Jones Magazine.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|