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Lynnfield Woods Office Park, 200 Broadway (Route One South)
Suite 206
Lynnfield, MA 01940

(888)-644-PLAN

 

Our Firm

Asset Management & Wealth Transfer

Creation of Wealth * Preservation of Wealth * Distribution of Wealth

At TCF we provide a financial strategy that is suitable to you. We offer independent objective guidance to achieve long term goals. Whether your plans are for retirement income, money management or protecting your wealth we can craft a strategy for you. We help clients achieve their desired goals, with integrity, diligence and competence.

Your concerns are TCF's concerns. We have been providing investment services for over 20 years.


Timothy Charles Financial, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about your financial independence. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment please contact us.