Our Services

We provide investment advisory services to clients as well as counseling services on matters which may not involve securities or investments such as "Transition Planning" for terminally ill and "Financial Planning" for the newly widowed. These advisory and counseling services are usually provided on a fee basis from fee based brokerage accounts or from commissions from products which the client may elect to purchase.  Please be aware that a consultant with Charest Company, LLP, may make a commission on whatever product is purchased, however, our practice is to offset any hourly or management fees by the net commission received. The specific cost of services are outlined and agreed upon by each client prior to engagement. 

Please review the Qualifications section of this website.

 Advisory services offered through Investment Advisors, a registered investment advisor and division of ProEquities, Inc.  Securities offered through ProEquities, Inc., a registered broker/dealer and member of FINRA &SIPC. Charest Company, LLP is independent of ProEquities, Inc.