Charles Norfleet Jr., CFP® and Principal
Why Us?
A Commitment to Comprehensive Planning
The College for Financial Planning has agreed upon 6 key areas that define true comprehensive planning;
Goal Conceptualization
Risk Management
Investment Planning
Tax Planning
Retirement Planning
Estate Planning
Our practices are centered around these six areas, to tailor your investments to your specific needs.
Technology
Technology is ever-evolving, and ever-improving for the betterment of the client. At Cetera, the goal is to always be on the cutting edge of these adaptations, so you receive a high level of value from our relationship.
Open Architecture
Cetera employs an open architecture model to assist us in the facilitation of your financial plan. This gives us access to a myriad of investments across the industry, to ensure truly unbiased recommendations.
Contact Us
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on the path to pursue them.
Cetera.com/for_clients | Norfleetadvisory.com
Availability
Monday - Friday: 8AM - 8PM By appointment (Virtual or in person)
Saturday - Sunday: By appointment (Virtual)
137 Lexington Street
Weston, MA 02493
857-763-1572
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at
Investment Adviser Representative offering advisory services and securities through Cetera Advisor Networks LLC, a Broker-Dealer and Registered Investment Advisor, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
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