Chucri Financial Services & Retirement Planning - Clearwater (FL)

5 /5 Karyn Morgan: My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in todays world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration!

5 /5 Brian Sodano: Chuck Chucri is a trusted advisor to our family, always keeping our best interest in mind and advising us in a positive direction. He is a wealth of knowledge and a true expert in his field. Chucks such a likable person, and his professionalism is absolutely top notch! I highly recommend Chuck as your next financial advisor.

5 /5 Hal Pheeny: I have been Chucks client for over 6 years. Now my wife is also a client. With Chucks extensive financial acumen and full understanding of my/our financial resources, he helped us set up investments through annuities that have grown far in excess of the Stock Market. He recognized my/our risk exposure limits and made fiduciary recommendations that satisfy our needs. We are planning on using Chucks expertise to set up a financial plan for our disabled son with appropriate oversight by Prudential in case of our demise. We trust Chuck, respect his ethics, and recommend him without reservation.

5 /5 Spencer Godfrey: My wife and I were looking to get a financial advisor after having out first child and we could not be happier. Chuck has really taken the time to sit down to explain the financial side of things for our current situation and for our future. For people in the medical field, who do not have a complete understanding of the financial side of life, it is nice to have someone like Chuck, who we can trust. He is someone who is looking out not only for us but our little ones as our family as it continues to grow.

5 /5 Cheryl Albritton: I had a poor experience with my previous financial planner and what a breath of fresh air Chuck has been for me and my company. He is a true professional and makes a point to meet with all of us a few times a year. It’s nice to know that we can trust our advisor and is always there if we need him. I highly recommend Chuck Chucri!