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    Your Estate Coach

    3.8 (10 reviews)
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    Chatterton & Associates - Chatterton Wealth Team

    Chatterton & Associates

    (15 reviews)

    My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

    I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

    Your Estate Coach - investing - Updated October 2026

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