Chuck Furr

About Chuck Furr

Corporate retirement plan consultant and advisor. This site is published for…

Experience

1. Certified Financial Planner

   OneDigital

   Jun 2016 — Present

   At Midtown Financial Advisors, we take the creation and preservation of wealth very seriously. We specialize in private wealth management as well as applying fiduciary principles to the success of corporate sponsored retirement benefit plans. Securities offered through Securities America, Member FINRA (http://finra.org), SIPC and advisory services offered through Securities America Advisors. Midtown Financial Advisors and Securities America are separate companies.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.Investments offered through Securities America are not FDIC insured, not bank guaranteed, not a bank deposit, not insured by any government agency and may lose value.

Education

• University of North Carolina at Charlotte

  Electronics

  1979 — 1982

Skills

• Employee Benefits
• Disability Insurance
• Retirement
• Asset Allocation
• Financial Advisory
• Strategic Financial Planning
• Portfolio Management
• Securities
• Wealth Management Services
• Estate Planning
• Insurance
• Retirement Planning
• Mutual Funds
• Investment Advisory
• Fixed Annuities
• Investment Management
• Wealth
• Financial Services
• Series 7
• Series 63
• Life Insurance
• Financial Planners
• Asset Management
• Finra
• 401k
• Finance
• Long-Term Care
• Wealth Management
• Pensions
• Investments