Charles T. Shearman
Castle Advisory Group, LLC
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Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: President
Offering advice since: 1986
Areas of expertise:
- Charitable and Planned Giving
- Estate Planning/Wills
- Portfolio Management
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Charles T. Shearman:
investment management and estate planning
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
CFP, FPA
Education:
BS Consumer Finance Advisory, Purdue University
Will provide references upon request?
Yes
Contact Information for Charles T. Shearman
Phone: (317) 436-7192
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Fax: (317) 436-7194
Address for Charles T. Shearman:
11988 Fishers Crossing Drive
Suite 200
Fishers, IN, 46038
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