Charles Reese: Secure Financial Services

Charles Reese

Secure Financial Services

President

LeTip Position

Inspector

LeTip Category

Financial Advisor

Personal Bio

Charles Reese is an Insurance Professional and Registered Representative with LPL Financial. He has more than 35 years of practical experience, servicing both personal and business clients.

After serving his country in the Navy for six years; Charles began his professional career in 1979 entering the Insurance Industry. This is where he soon realized that his true passion was helping clients holistically manage their risks with proper planning. As one of their trusted advisors; Charles has helped countless clients pursue their goals.

Charles is licensed in Property and Casualty; Life and Health; and Series 6. He is also a Resident Insurance Advisor and a Tax Professional. Charles is a member of the National Association of Life Underwriters where he holds the LUTCF designation.

In his spare time, Charles enjoys volunteering with the Special Olympics and organizing charity motorcycle rides for Better Bed Rest and Hoagie’s Heroes. An avid motorcyclist and skier, he enjoys road trips with his wife of 32 years, Lucy, and spending time with their two beautiful daughters.

Charles L. Reese is a Registered Representative with, and securities offered through LPL Financial. Member FINRA/SIPC.

A LeTip Member Since:

February 2000

About the Company

Network: Source of Referrals icon

Secure Financial Services

443-254-6610

charles@sfsinc.us

1643 Liberty Road, Suite 101
Eldersburg MD, 21784

Company Description

SFS, Secure Financial Services, is an organization serving businesses and individuals for the past 39 years who are striving to enhance their current financial situations, and have a need to prepare for the continuation of capital. Our goal is to assist our clients in determining the most effective way to pursue their financial objectives for accumulating, protecting and distributing assets.

We accomplish this by recommending financial strategies only after an analysis of each client’s situation. Professional experience, client service and integrity are SFS priorities. We are committed to a process of ongoing education to maintain the high standards we believe are fundamental to serving the best interest of our clients as we work to help them achieve their financial goals.

Services

Financial Planning
Business Planning
Individual Planning
Estate Planning
Life, Health, & Disability Insurance

Free
Breakfast!

We invite you to be our guest and we will buy you breakfast for your first two visits. We want to get to know you.

New Members Wanted

The LeTip of South Carroll chapter is now accepting applications for the following categories (& more).

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