Our Firm

Our experience focuses primarily on determining client goals, risk tolerance and the attainment of long term financial objectives. We can offer a wide array of Investment and Insurance products such as: Mutual Funds, Fixed and Variable Annuities, Life Insurance and various other forms of Financial services. We also offer advisory services through ProEquities, LLC.  When Investments are diversified with the use of "Modern Portfolio Theory" and "Strategic Asset Allocation", it may help to propel clients toward the attainment of their financial goals.

Charest Company, LLP, will not take possession of client's assets. We feel clients will benefit most by remaining directly involved in the attainment of their financial goals. Upon request, we provide quarterly, semiannual or annual updates including total portfolio balances. We are generally compensated by a percentage of assets under management.