Charlesworth Financial Services LLC

Charlesworth Financial Services LLC Juli, a Registered Representative of Avantax Investment Services℠, helps friends, clients and family to pursue their financial goals.

Areas of Specialty: Retirement Planning, Education Planning, Tax Planning, Accounting Services, Investment Management, Cash Flow and Debt Management, Family Risk Management, Business Planning and Special Situations Planning. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.

Cetera is under separate ownership from any other named entity. Please visit FINRA (www.FINRA.org) and SIPC (www.SIPC.org) for more information.

2000 Comeford Rd, Ste 1
Valparaiso, IN 46383

04/05/2026
04/05/2026

Your little bunny too young for candy? Talk to your financial professional about opening an Indiana529 Advisor Savings Plan for their future education. Learn more at MyIndiana529.com or contact your for details. 🐰🐣

Happy Easter from our home to yours!
04/05/2026

Happy Easter from our home to yours!

Who we cheering for tonight?
03/27/2026

Who we cheering for tonight?

Hats off to being on top!
03/27/2026

Hats off to being on top!

03/15/2026

#7 PURDUE... AKA #1!! PURDUE BOILERMAKERS -- BIG10 CHAMPS!!

What an AWESOME year for college sports in Indiana... holy cow! Let's keep the momentum rolling into March Madness! It's time to dance!

BOILER UP!!

🎊Happy, happy birthday 🎂 to this wonderful woman. Once again, the last year had been amazing for you:📜Passed the exam a...
03/08/2026

🎊Happy, happy birthday 🎂 to this wonderful woman. Once again, the last year had been amazing for you:
📜Passed the exam and is now a licensed CPA
💍Engaged to Boston
🏆A Top Producer for Sammons Retirement Solutions in Indiana/Kentucky Territory for the second year in a row
🫧just to name a few!
🏌️We hope your day off is great and tomorrow it will be back to tax returns and helping clients with investments 🧾
Happy Birthday, Justene Charlesworth, CPA, MBA

03/06/2026

March 10th info submission deadline is just a few days away!
Sign your engagement letter to let us know it's coming! ⬇️

We have awesome clients! 🌼 🍓 🍍 🍈 Thank you!
02/27/2026

We have awesome clients! 🌼 🍓 🍍 🍈
Thank you!

Address

2000 Comeford Road
Valparaiso, IN
46383

Opening Hours

Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm

Website

https://www.wmreps.com/

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