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606 - 4th Avenue South
|I rely on Charles to provide informed and timely options for investing. We have worked through the ups and downs of the marketplace and, throughout, my portfolio has been managed in a competent and professional manner. I have encouraged my children to seek advice from Charles regarding their own investments and money management.
Charles is an energetic, knowledgeable and highly professional wealth manager.
I value his judgment and appreciate his ability to explain his ideas in easily understood terms.
Charles and I have worked together for 10 years. Being retired and having time on my hands I enjoy the challenge of trading stocks from doing my own research to making many of the buy and sell decisions. In all of this I know Charles's advice is only a phone call or email away. It is nice having the 'safety net' Charles provides me.
Over the past ten years we have appreciated the financial services of Charles Funk and his competent team. Charles is readily available for consultation and we like his overall investing approach as to what to buy and when to sell and the reason for the transaction. Working with Charles has been a good experience and we look forward to continued success in the future.
Charles & Pat
Charles, you and your entire team have given us very solid financial advice over the last 10 years or so. We respect your overall knowledge in all investment matters and your integrity in disagreeing with some of our thoughts or directions if you felt we would put any of our investments in jeopardy. We trust your advice explicitly because of your extensive background in the financial world and I have always felt the first quality in selecting a financial adviser is 'trust '. Needless to say, we have this trust in you and your entire team.
Fred & Sylvia
The great wisdom and leadership in Charles showed when my husband Gerry passed away. I don’t know where I’d be if Charles hadn’t helped me out (and still is). Charles has been our advisor for about 10 years and has made our life less stressful. He always has time to explain new options etc. Charles is very trustworthy – he doesn’t intimidate me (most previous advisors did). All in all I’m glad that Charles is my advisor.
Charles, you and your team have provide myself and my wife with solid financial advice, outstanding knowledgeable and courteous service, and have made us feel welcome and a part of your client family over the last decade or so. Your own emails and your personal contact has been truly valued and appreciated. Continued success to you and to your team members. Keep up the good work!