What Our Clients Love About Us
In the last year and a half, I used the help of both Rob and Scott with a problem that I didn’t know I had. It was a wild moment for me, but the combined expertise of the two gave us the solution to the problem. You guys really care; you are very professional!
- Ed S. - Client Since 2012
Starting from the minute you open the door, you are greeted, you are taken care of. Chatterton is like family to us.
- Frank G. & Anetta O. - Client Since 2012
" The frequent contact, knowing things are being taken care of, and knowing how things are being projected in the future. "
- Scott C.
Client since 1997
" Is there a scale higher than ten for Teresa? She is amazing! There isn’t a time that she has not responded to us quickly, and I’m sure she treats all her clients the same. "
- Richard W.
Client since 2011
" I appreciate the family atmosphere! When I go into the office, the staff are all very friendly, down to earth, and always open to chat. "
- Sam H.
Client since 2005
" I appreciate the responsiveness; whenever I leave a message or send an email, somebody always gets back to me right away; I do appreciate that! "
- Donna J.
Client since 2003
" I think the peace of mind is the biggest thing for me. I interviewed a lot of Financial Advisors in the past and always wondered, how will this work? When I met Rob, we clicked! There have been several things to worry about throughout the years, but financially, I’ve always felt that I have been in good hands. "
- Terry O.
Client since 2000
" It relieves me of the pressure of having to handle these things by myself. A lot of people are afraid of coming to an organization like you because they want to do their own thing. It’s better for me to leave that in the hands of people that I trust, and I’ve found that to be true with Chatterton & Associates. "
- Joseph H.
Client since 2011
" The first thing that Teresa says, whether it’s an email or a phone call, is how you and the family have been doing. Teresa checks in with me and asks how I’m doing before we get into business. To me, that’s very important. "
- Hubert F.
Client since 2018
" The fact that you’re molding my plan around our needs is helpful, and your staff is ready to help us if we need to modify our plan. "
- James K.
Client since 2008
" It’s nice to come into the office and see the same people every time, which is nice and comforting. You don’t see that too often. "
- Stanley M.
Client since 2013
" Other than helping my wealth stay steady for my retirement, I have yet to look for a job! "
- Ronald R.
Client since 1997
" I appreciate that you’ve made me money over the years! "
- Terrance C.
Client since 2011
" The fact that every time I have a question, I always get a response. Chatterton Tax is very customer-focused and responsive. This is great for me not just for my Tax Appointment but for the long term. "
- Normandy Castillo.
Client since 2013
" I am not too good with the computer, but I am happy and glad that I can do most things through your paperwork. I’ve always appreciated the help that I have gotten. "
- Nitza S.
Client since 2010
" Wefeel like we are recognized, not just by David, Kyle, or Jim but by the whole staff.In general, everybody knows us, and that makes us feel very appreciated. "
- Virgina R.
Client since 2010
What Our Clients Think About Our Integration
of Wealth, Tax and Estate
That’s one of the reasons why I love Chatterton & Associates! I feel like if anything were to happen to me, my daughter could come in and speak to Holly, Eric, and Justin. Since they have everything there, It’s going to be such an easy process that works out for my family!
- Jamie P. – Client since 2014
When you integrate Chatterton into your investments, taxes, and things of that nature, you are walking into a family of people who don’t see you as a number. They understand that we have spent our lives working on our investments. They remind us that the investments that we’ve worked so hard on will be taken care of.
- Hubert F. - Client Since 2018
" That’s why I’ve been able to recommend the Chatterton organization to many friends because there are not too many organizations that do this kind of integration. "
- Scott C.
Client since 1997
" When you integrate Chatterton into your investments, taxes, and things of that nature, you are walking into a family of people who don’t see you as a number. They understand that we have spent our lives working on our investments. They remind us that the investments that we’ve worked so hard on will be taken care of. "
- Hubert F.
Client since 2018
" We got started there with finances, and then we went to the taxes and finally had the Estate Team review our Estate planning. It’s a 10 as far as I’m concerned! "
- Mark G.
Client since 2008
" I have one doctor and several specialists, and they don’t speak to each other; no one talks to anybody. When I come to Chatterton & Associates, everyone talks to each other and they always know what’s going on. It’s very easy to get things accomplished and be satisfied. "
- Frank G. & Anetta O.
Client since since 2012
" It is so much easier to deal with one company that works and communicates well. "
- Nitza S.
Client since 2010
" Your integration of Wealth, Tax, and Estate has been something that I’ve been looking for, for quite some time. To me it’s great, it makes a lot of sense. "
- Richard S.
Client Since 2019
" This is one of my favorite aspects of Chatterton &Associates; I feel like you are all connected and know what the other person isdoing; there is a lot of good communication. "
- Virgina R.
Client since since 2010
" It is so much easier to deal with one company that works and communicates well. "
- Nitza S.
Client since 2010
" Your integration of Wealth, Tax, and Estate has been something that I’ve been looking for, for quite some time. To me it’s great, it makes a lot of sense. "
- Richard S.
Client Since 2019
What Clients Think About Their Appointments
Rob takes good care of us! He is prepared when we go in for our appointments. We can ask questions, and we don’t have to submit them in advance. He understands any concerns that we may have. He provides enough detail in the overview that we understand where we are from a financial standpoint and how we want to move forward.
- Richard W. - Client since 2011
David does take good care of me when he prepares my taxes. Iremember a couple of times when I had a question in the middle of the year, so I called, and David gave me good advice.
- Nitza S. - Client Since 2010
My wife and I really like Rob; we’re sold! The most profitable conversations I have when I meet with Rob are about tax.
- Terrance C. - Client since 2011
" Eric doesn’t’ make you feel rushed and answers your questions. He makes you feel part of the family. "
- Scott T.
Client since 2015
" Justin has been taking care of me for a while. He has helped me understand my taxes and how I can minimize my tax debt. "
- Alma E.
Client since 2018
" It’s the personal tailoring of our portfolio, being the unique distinction that separates you from other firms. The way Kyle tailors our portfolio to our specific needs is what makes Chatterton an exceptional service. "
- Robert Z.
Client since 2017
" I’ve been very pleased with our reviews. Kyle is always open to what we have to say and always answers our questions. I appreciate that he is straightforward and concerned about our well-being. "
- Stanley M.
Client since 2013
" David looks at my finances from the Tax perspective, whether I should be doing things now versus ten years from now, looking at the tax differences between this year and the next. David takes everything into consideration. "
- David N.
Client since 2015
" Rob always addresses my particular needs. He understands my concerns and my level of risk-taking, and so on. He already knows the questions that I am going to ask! "
- Terry O.
Client Since 2000
" When we go in for our appointment with David, he goes through our tax stuff for the year and answers all of our questions. David always takes care of us! I can leave it all to him, and I don’t have to worry about it. "
- Frank G. & Anetta O.
Client since since 2012
" Justin goes through my taxes and gives me pointers on certain things that he notices. He has always been courteous and kind. "
- Ronald R.
Client since 1997
" David has always been great at addressing my concerns and answering any questions that I have. One of the reasons I switched over to Chatterton Tax was that I wanted to hire someone who knows more about taxes than I do; that way, I can continue to learn. David has always been helpful and responsive to any concern, issue, or question that I have. "
- Normandy C.
Client Since 2013
" Kyle is very knowledgeable, always approachable and explains everything well to us. He’s a pleasure to meet with and we look forward to always learning more from him. "
- Virgina R.
Client since 2010
" Kyle is very knowledgeable, always approachable and explains everything well to us. He’s a pleasure to meet with and we look forward to always learning more from him. "
- Richard S.
Client since since 2019
The quotes that appear above are unpaid testimonials that were provided by current clients of Chatterton & Associates (“C&A”). They were obtained through an optional survey provided to all relevant clients. This method of collection can potentially bias responses in a way that is favorable towards Chatterton & Associates (“C&A”). All testimonials obtained through this survey are available upon request. Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
